Posted Date : January 21,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-21383
Government Authority located Arkansas; USA based organization looking for expert vendor for Customer Relationship Management System.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide Customer Relationship Management System to system that will streamline the sales and services side of our meetings and conventions, as well as destination services and departmental workflow, while allowing seamless tracking for all phases of lead development and sales bookings.
• Sales and Group Tour Module
o Ability to manage accounts and contacts
o Ability to create sales leads, distribute sales leads for meetings, conventions, sporting
events and group tours, and receive partner responses
o Ability to manage tasks and trace lists
o Ability to track client expenses
▪ Expenses for flights, site visit expenses, client gifts, concession, etc.
o Ability to manage and track sales goals
o Ability to build itineraries for group tours and site visits
o Offer customized dashboard options for various staff
o Ability to create and distribute client surveys
o Ability to verify industry partner’s credentials and manage contacts
• Media/Advertising Module
o Ability to manage accounts and contacts
o Ability to track media coverage and ad campaigns
• E-marketing
o Ability to create multiple distribution lists
o Ability to create e-marketing campaigns
o Ability to send e-marketing campaigns to select distribution lists
o Ability to manage client database that may “opt-out” of e-marketing campaigns
• Extranet Lead Management
o Provides industry partners the opportunity to review LRCVB leads
o Ability for industry partners to respond to LRCVB directly through the lead management
system while carrying over all identifiable information
• Data Migration and Training
o Migrate data from current CRM system (Ungerboeck/EBMS) to new system, if
applicable
o Test data migration for accuracy
o Provide on-site training to LRCVB team
o Provide ongoing training and support if needed
• Interface with Microsoft Outlook
o Ability to upload data to/from Microsoft Outlook
• Interface with Destination International’s Impact Calculator
o Ability to upload data from the impact calculator
• Sample Reports – please provide the following in PDF version
o Sales Lead/Bulletin Report
o Sales Booking PACE report
• Hosting & Security
o Guarantee a secure hosting environment consistent with industry standards
o Guarantee less than 1% system down time
• List of Reports
o Provide a list of standard reports
o Explain process for additional reports which are not considered standard and detail the
client’s role and responsibilities in this process
• IT requirements
o Cloud based system able to operate seamlessly in a virtual environment
o Must be compatible with current browsers, including but not limited to Google Chrome.
(2) All question must be submitted no later than January 30, 2019.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: February 07,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
![]()
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-21383
Government Authority located Arkansas; USA based organization looking for expert vendor for Customer Relationship Management System.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide Customer Relationship Management System to system that will streamline the sales and services side of our meetings and conventions, as well as destination services and departmental workflow, while allowing seamless tracking for all phases of lead development and sales bookings.
• Sales and Group Tour Module
o Ability to manage accounts and contacts
o Ability to create sales leads, distribute sales leads for meetings, conventions, sporting
events and group tours, and receive partner responses
o Ability to manage tasks and trace lists
o Ability to track client expenses
▪ Expenses for flights, site visit expenses, client gifts, concession, etc.
o Ability to manage and track sales goals
o Ability to build itineraries for group tours and site visits
o Offer customized dashboard options for various staff
o Ability to create and distribute client surveys
o Ability to verify industry partner’s credentials and manage contacts
• Media/Advertising Module
o Ability to manage accounts and contacts
o Ability to track media coverage and ad campaigns
• E-marketing
o Ability to create multiple distribution lists
o Ability to create e-marketing campaigns
o Ability to send e-marketing campaigns to select distribution lists
o Ability to manage client database that may “opt-out” of e-marketing campaigns
• Extranet Lead Management
o Provides industry partners the opportunity to review LRCVB leads
o Ability for industry partners to respond to LRCVB directly through the lead management
system while carrying over all identifiable information
• Data Migration and Training
o Migrate data from current CRM system (Ungerboeck/EBMS) to new system, if
applicable
o Test data migration for accuracy
o Provide on-site training to LRCVB team
o Provide ongoing training and support if needed
• Interface with Microsoft Outlook
o Ability to upload data to/from Microsoft Outlook
• Interface with Destination International’s Impact Calculator
o Ability to upload data from the impact calculator
• Sample Reports – please provide the following in PDF version
o Sales Lead/Bulletin Report
o Sales Booking PACE report
• Hosting & Security
o Guarantee a secure hosting environment consistent with industry standards
o Guarantee less than 1% system down time
• List of Reports
o Provide a list of standard reports
o Explain process for additional reports which are not considered standard and detail the
client’s role and responsibilities in this process
• IT requirements
o Cloud based system able to operate seamlessly in a virtual environment
o Must be compatible with current browsers, including but not limited to Google Chrome.
(2) All question must be submitted no later than January 30, 2019.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: February 07,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$