---
title: "Customer Relationship Management System"
ocid: "ocds-h6vhtk-038b4f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-038b4f"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-038b4f.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-038b4f.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "WEST YORKSHIRE COMBINED AUTHORITY"
published: "2022-12-07"
---

# Customer Relationship Management System

Buyer: WEST YORKSHIRE COMBINED AUTHORITY  
Current stage: Planning  
OCID: ocds-h6vhtk-038b4f

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## Summary

The West Yorkshire Combined Authority has planned a tender for a Customer Relationship Management System, aiming to improve the support provided to businesses and individuals. The system must align with Microsoft Architecture to ensure compatibility and ease of use. The tender involves a value of £185,000 and is focused on IT services within the services category.

This procurement opportunity presents a chance for IT service providers specialised in consulting, software development, and Internet support to compete for a contract. The planned tender, identified with the project reference 48112, seeks to enhance customer service delivery and information sharing among five West Yorkshire Local Authorities. Interested businesses should engage with the West Yorkshire Combined Authority to explore this growth opportunity.

## Notice

The Combined Authority is investing in technology to transform how it, and its Local Authority partners, support businesses and individuals with support and funding. The system must sit within the Microsoft Architecture (as per the Combined Authority's position as a Microsoft House) to support interoperability of systems and ease of use for employees. The primary objectives of the new system are to: * Provide businesses and individuals with an excellent customer service * Provide coordinated support to businesses and individuals through the sharing of appropriate information between the proposed system, and those used by the five West Yorkshire Local Authorities. * Integrate with existing Combined Authority Microsoft applications to ensure ease of use for officers. * Use integrations with other internal and external datasets to improve data quality, segmentation and targeting, marketing and customer communications.

### Lot Information

Lot 1

Open tender for a new Customer Relationship Management (CRM) system to manage the effective delivery of the Combined Authority's support to businesses and individuals. The primary objectives of the new system are to: * Provide businesses and individuals with an excellent customer service * Provide coordinated support to businesses and individuals through the sharing of appropriate information between the proposed system, and those used by the five West Yorkshire Local Authorities. * Integrate with existing Combined Authority Microsoft applications to ensure ease of use for officers. * Use integrations with other internal and external datasets to improve data quality, segmentation and targeting, marketing and customer communications. * Provide the Combined Authority with administrative and development control over most functionality, including the development of new programmes and applications processes. The project reference and title on YORtender is 48112 - Customer Relationship Management System. Any clarification questions and bids must be made through the YORtender portal.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/034594-2022 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Dec 2022 |
| Submission deadline | Not specified |
| Future notice date | 31 Jan 2023 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £185,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WEST YORKSHIRE COMBINED AUTHORITY |
| Locality | LEEDS |
| Post town | Leeds |
| Postcode | LS1 2DE |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE42 Leeds |
| Local authority | Leeds |
| Electoral ward | Little London & Woodhouse |
| Westminster constituency | Leeds Central and Headingley |
| Delivery location | TLE Yorkshire and The Humber |

## CPV Codes

### Divisions

- 72 - IT services: consulting, software development, Internet and support

### Codes

- 72000000 - IT services: consulting, software development, Internet and support

## Release History

- 7 Dec 2022 at 10:24 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/034594-2022

## Notice URLs

- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103257
- https://uk.eu-supply.com/ctm/Supplier/Documents/Folder/52875
- https://www.westyorks-ca.gov.uk

## 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-h6vhtk-038b4f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-038b4f.json.