---
title: "CRM Future State Project Appraisal"
ocid: "ocds-h6vhtk-0699c8"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0699c8"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0699c8.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0699c8.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "NATURAL HISTORY MUSEUM"
published: "2026-05-22"
---

# CRM Future State Project Appraisal

Buyer: NATURAL HISTORY MUSEUM  
Current stage: Planning  
OCID: ocds-h6vhtk-0699c8

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## Summary

The Natural History Museum (NHM) is conducting a procurement process titled "CRM Future State Project Appraisal," focused on the goods and services relating to Customer Relationship Management (CRM) systems. The procurement process is in the planning stage and takes place in London, United Kingdom (region UKI33). The process is spearheaded by NHM as a central government public authority. The recent planning update details NHM's preliminary market engagement efforts which will conclude on 1 June 2026. This engagement involves collecting market information regarding CRM, membership management, and philanthropic fundraising solutions via a questionnaire available through an e-tendering portal. The objective is to explore innovative approaches to delivering these services and to inform future procurement strategies. The entire engagement is aimed at understanding suppliers' capability and identifying potential solutions that align with the museum's objectives.

This tender presents significant growth opportunities for businesses specialising in CRM solutions, especially those with experience in cultural, museum, or non-profit sectors. Companies offering enterprise CRM, membership, or philanthropy solutions compatible with platforms like Microsoft Dynamics 365 or capable of integrating with existing systems are especially well-suited to pursue this opportunity. Suppliers with innovative or comprehensive solutions that could lead to a larger-scale digital transformation within NHM's operations will find this engagement particularly rewarding. Although this is not an immediate call for competition, participating businesses can position themselves as potential partners for any subsequent procurement processes that may arise, allowing them to enhance their market presence and expand their clientele in the not-for-profit sector.

## Notice

The Natural History Museum ('NHM') intends to review its wider digital ecosystem in the future, as the current patchwork of systems may present opportunities for broader consolidation. However, the CRM Future State Project is specifically focused on assessing the CRM and Membership functionality delivered today by Silverbear and Dynamics 365. The project will evaluate options for this capability, including standalone CRM solutions and the possibility of meeting requirements through a more unified platform. It will also consider whether certain CRM functions such as membership processing may be better placed elsewhere long term. If the review identifies strong benefits to a wider consolidation strategy, its findings can feed into a future, larger scale digital transformation programme. For now, the priority is to address the immediate challenges and establish a clear, future proof understanding of the Museum's CRM requirements, whether the eventual solution sits within a consolidated platform or remains a discrete system. We are seeking understand technology suppliers and solutions with capability to meet the CRM, membership management and philanthropic fundraising requirements of a large museum group. NHM has identified a number of solutions they would like to explore further and are looking to engage with organisations that provide these solutions. These are: - Membership and philanthropy extensions for Microsoft Dynamics 365 - Enterprise CRM, Not for Profit and Philanthropy solutions - CRM extensions for our existing ticketing platform - A fully integrated membership, philanthropy and ticketing solution - A membership transaction solution as part of an enterprise ticketing system Suppliers with other potential solutions are also invited to respond to this notice. To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/RAZ4544F89 . Interested parties should download the instruction document in the aforementioned link to access the MS form that requires completion. *Please note that the value of this contract is not known at this stage. This market engagement is being undertaken to inform NHM's understanding of the potential scope, options and indicative costs* **PLEASE NOTE THAT THIS NOTICE HAS BEEN AMENDED TO: (A) CORRECT THE PROCEDURE FROM BELOW THRESHOLD TO ABOVE THRESHOLD; (B) ADD DETAILS AROUND CONTRACT VALUE; AND (C) PROVIDE THE LINK TO THE DELTA TENDERBOX WHICH INCLUDES INSTRUCTIONS AND THE LINK TO THE MS FORM INTERESTED PARTIES ARE REQUIRED TO COMPLETE**

### Planning Information

NHM is undertaking preliminary market engagement to understand the current market for CRM, membership management and philanthropic fundraising solutions suitable for a large museum group. 
This engagement will help NHM understand available solutions, market capability, implementation considerations, risks, indicative costs and potential procurement options. 
The engagement will take place via collection of information via a questionnaire (MS Form document uploaded into Document Library) accessible via an e-tendering portal. The NHM is seeking supplier engagement to validate requirements, explore innovative approaches to outcome-based service delivery, and inform commercial models.
This notice is solely for the purpose of engaging the market to gather information. It does not constitute a call for competition or form part of a competitive process. Participation in this engagement will not confer any advantage or disadvantage in any future procurement, nor will it bind the NHM to proceed with any specific course or action.
Records relating to this preliminary market engagement will be retained in line with section 98 of the Procurement Act 2023. Supplier responses will be used to inform NHM’s understanding of the market and may be retained as part of the procurement record. Responses will be shared with NHM’s appointed consultant, Rod Barlow Digital Consultancy Ltd, for the purpose of supporting the market appraisal. NHM does not intend to share identifiable supplier responses with other third parties, except where required by law. Findings may be reported internally or externally in aggregated or anonymised form. The response window closes at 12:00pm BST on Monday 1 June 2026.
NHM will review responses and may invite some or all respondents to a follow up discussion. If the number of responses means that NHM cannot meet all interested suppliers, NHM will prioritise engagement based on relevance to the project objectives, including demonstrated experience of CRM, membership and/or fundraising solutions for museums, cultural organisations, visitor attractions or comparable not for profit organisations. 
Participation in this market engagement is voluntary. Participation, or non-participation, will not advantage or disadvantage any supplier in any future procurement. This notice does not commit NHM to commencing a procurement or awarding any contract. 
Please note that this process may not result in any future tender or procurement opportunity. NHM retain the right not to proceed from this market engagement to any form of procurement for solutions and services.
To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/RAZ4544F89 . Interested parties should download the instruction document in the aforementioned link to access the MS form that requires completion.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/047687-2026 |
| Notice type | UK2 - Preliminary Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| 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 | 22 May 2026 |
| Submission deadline | Not specified |
| Future notice date | 1 Jun 2026 |
| Award date | Not specified |
| Contract period | 1 Jan 2027 - 31 Dec 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NATURAL HISTORY MUSEUM |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW7 5BD |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI33 Kensington & Chelsea and Hammersmith & Fulham |
| Local authority | Kensington and Chelsea |
| Electoral ward | Brompton & Hans Town |
| Westminster constituency | Kensington and Bayswater |
| Delivery location | TLI33 Kensington & Chelsea and Hammersmith & Fulham |

## CPV Codes

### Divisions

- 48 - Software package and information systems

### Codes

- 48445000 - Customer Relation Management software package

## Release History

- 22 May 2026 at 10:26 - PlanningUpdate - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/047687-2026
- 19 May 2026 at 12:42 - PlanningUpdate - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/045732-2026
- 15 May 2026 at 10:03 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/044820-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/047687-2026
  22nd May 2026 - Preliminary market engagement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/045732-2026
  19th May 2026 - Preliminary market engagement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/044820-2026
  15th May 2026 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://www.delta-esourcing.com/respond/RAZ4544F89
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-0699c8. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0699c8.json.