--- title: "Customer Relationship Management (\"CRM\") Re-Implementation" ocid: "ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab.json" source: "Contracts Finder" current_stage: "Tender" buyer: "UNIVERSITY OF READING" published: "2023-11-15" --- # Customer Relationship Management ("CRM") Re-Implementation Buyer: UNIVERSITY OF READING Current stage: Tender OCID: ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab.json) ## Summary The University of Reading is seeking a supplier for the "Customer Relationship Management (CRM) Re-Implementation" project. The tender involves the re-implementation of a CRM system using Microsoft Dynamics for the Global Recruitment & Admissions team. The procurement method is a selective and the tender deadline is set for March 5, 2024. The contract period spans from April 22, 2024, to April 21, 2025. The project falls under the main procurement category of services and is classified under IT services. The University is located in RG6 6UR, South East, United Kingdom. This tender offers opportunities for businesses providing IT services, specifically in consulting, software development, and support. Companies specialising in industry-specific software packages and software package and information systems are well-suited to compete. Small and medium-sized enterprises (SMEs) are encouraged to participate. The University of Reading can be contacted for further information through Aarti Knight (aarti.knight@reading.ac.uk, +44 118 378 6936). Businesses interested in this opportunity should refer to www.in-tendorganiser.co.uk/universityofreading for details on how to apply. ## Notice The University is seeking a supplier who will build and re-implement a new version of our current CRM solution using Microsoft Dynamics that meets the requirements of the Global Recruitment & Admissions ("GR&A") team he primary focus of this paper is on the current GR&A use of the MS Dynamics CRM system. The initiative is to simplify what is a complicated working environment which is not helped by the current configuration and associated business processes within the MS Dynamics system. The MS Dynamics CRM system in use by GR&A is the only system available for the recording, management and reporting of a significant volume of pre-application activity with prospective students. As a Tier 1 business-critical system, it supports all facets of university student recruitment and outreach. From application onwards, enquiries are still managed in the CRM system, however the application process and student record management is achieved with a different system, that is integrated into the CRM. It is the critical data repository and communication tool that enables the management of all pre-application activity; including handling enquiries, prospectus requests, event record management (both in person and digital), Clearing interest, and enabling proactive and continued engagement with potential students through scheduled and personalised marketing email communications, all designed to ensure Reading is seen as a desirable University destination and drive applications across all levels of study, from UK and overseas students. As a master record of all pre-application activity, the Microsoft Dynamics CRM system is also a critical tool in measuring the impact of our recruitment efforts, most notably through the integration with our system containing application data to show return on investment through the resulting recruitment pipeline. Over a 15-month cycle, team members from GR&A manage engagement with 45,000-50,000 leads (prospective students) within the CRM system, across Undergraduate, Postgraduate (Teaching and Research), International Foundation and Pre-sessional programmes. In addition, the CRM system is also critical for supporting longer term engagement with students looking for entry in future years, recording initiatives committed to as part of our Access and Participation plan and communicating with parents and other stakeholders in the University application journey, such as teachers and international agents. Additional information: Please go to www.in-tendorganiser.co.uk/universityofreading for further information. Delivery Notes Please submit your documents through www.in-tendorganiser.co.uk/universityofreading Is a Recurrent Procurement Type? : No ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c164c1ba-2ae3-4a3a-8bbc-636c480c301f | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Selective | | Procurement method details | Restricted procedure (above threshold) | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 15 Nov 2023 | | Submission deadline | 13 Dec 2023 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 22 Apr 2024 - 21 Apr 2025 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1,000,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | UNIVERSITY OF READING | | Locality | UOR | | Post town | Reading | | Postcode | RG6 6UR | | Country | England | | ITL 1 | TLJ South East (England) | | ITL 2 | TLJ1 Berkshire, Buckinghamshire and Oxfordshire | | ITL 3 | TLJ16 Berkshire West | | Local authority | Wokingham | | Electoral ward | Hillside | | Westminster constituency | Earley and Woodley | | Delivery location | TLJ South East (England) | ## CPV Codes ### Divisions - 48 - Software package and information systems - 72 - IT services: consulting, software development, Internet and support ### Codes - 48000000 - Software package and information systems - 48100000 - Industry specific software package - 72000000 - IT services: consulting, software development, Internet and support ## Release History - 15 Nov 2023 at 16:57 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c164c1ba-2ae3-4a3a-8bbc-636c480c301f - 15 Nov 2023 at 16:57 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c164c1ba-2ae3-4a3a-8bbc-636c480c301f ## Documents - https://www.contractsfinder.service.gov.uk/Notice/c164c1ba-2ae3-4a3a-8bbc-636c480c301f 15th November 2023 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/theuniversityofreading/aspx/ Additional information on how to apply for this contract ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab.json.