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Provision of Cloud based Customer relationship Management software for UN- DESA

united-nations

Item Details:

  • Organisation: United Nations Secretariat
  • Reference Number: EOIWC416242
  • Published: 10 April 2019
  • Deadline: 24 April 2019
  • Time zone: Local time
  • Street: 1 UN Plaza
  • City: New York
  • State: New York
  • Country: United States of America
  • Zip/Postal Code: 10017
  • Expires: This ad has expired

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  • Item listed by: on 2019-04-09

    Item Description:

    The United Nations (UN) is seeking the provision of cloud-based customer relationship management software.

    The purpose of this request for a software solution that will consolidate all contacts for a UN division in a single tool, to promote cross-pollination of contacts across branches and staff as well as improve the ability of the Financing for Sustainable Development Office to connect with its key stakeholders. It should contribute to the efficient operation of the office and enable it to implement its communications strategy.

    For this purpose, UNHQ will undertake a competitive bidding exercise shortly and issue accordingly a Request for Proposal (RFP) with detailed specifications, UN General Conditions of Contracts and other related documents to those companies who would express their interest and provide initial relevant information as to their ability to fulfill DESA’s requirement.

    The EOI should include a description of the company profile and details of relevant experience. However, such description shall be limited to 1-2 pages length. Please do not include copies of certifications at this stage. EOIs that do not contain the information requested for evaluation may be rejected. In addition, interested new vendors will be requested to complete Vendor Registration Form. To register, please go to https://www.ungm.org/ (see more information in p.4 of this posting).

    Please note of the following:

    a) This EOI is not an invitation for submission of a bid.

    b) Procurement Division (PD), UNHQ reserves the right in selecting the invitees for the competitive bidding based on substantial and proven records of performance in the subject field of activities and mere expressing an interest would not automatically warrant for solicitation document.

    c) PD reserves the right to reject EOIs received after the closing date of EOI.

    The Financing for Sustainable Development Office in the United Nations Department of Economic and Social Affairs is seeking a clould-based CRM, and associated training, with the following requirements;

    The CRM must allow full tracking of contact details, with custom segmentation ability, as well as integrated tagging, tracking of interactions, sending of emails and ability to have custom objects. New contact entry should be available through contact import, web forms as well as manual entry. Integration with Mailchimp is needed. Autoresponse functionality and the use of templates will also be needed.

    Users should be able to access the CRM through a web interface, mobile app, and plugins that work with Office 365 both online and in Outlook desktop versions.

    The office will require a dedicated customer support representative to help with customization, 12 user licenses, and a training pacakge for users in the office with upto 10 training sessions.

    Please note the mandatory technical requirements and desirable functional specification lists with full details will be provided in RFP documents.

    Click here to open EOI document

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    Listing ID: 2175cacf45984839

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