Advancement Constituent Relationship Management Solution Implementation Services

Overview

Business Systems (ERP, CRM & POS)

Antigonish, Nova Scotia, CanadaPosted 16 days agoDeadline: May 19th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Nova Scotia is seeking a provider for a comprehensive implementation of an advancement CRM solution, including planning, system integration, and user training.

KEY REQUIREMENTS

Must be a Slate Platinum Preferred Partner
Must provide at least three cases of Slate for Advancement implementation led by the organization
Must provide proof of authorized reseller status for all referenced goods and services
Must maintain general liability insurance coverage of $5,000,000
Must maintain non-owned automobile liability coverage of $1,000,000
Must comply with FOIPOP and PIIDPA legislation regarding data residency and access
Must be able to work collaboratively within a shared-responsibility model
Must submit proposal in English only
Must submit proposal through the University's online Bonfire portal

BUDGET

Estimate

$150,000 – $300,000

CONTRACT DURATION

18 months

TIMELINE

Issue Date of RFP: April 21st, 2026

Questions due: April 28th, 2026

Submission Deadline: May 19th, 2026

QUESTION DEADLINE

April 28th, 2026

Issuing Agency

St. Francis Xavier University

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A Canadian institution in Nova Scotia seeks a vendor to provide end-to-end implementation services for an advancement constituent relationship management (CRM) solution. The scope of work includes planning, configuration, data migration, integration with enterprise systems, comprehensive testing, training, change management, go-live execution, and post-implementation stabilization with knowledge transfer.

Marketing and Communications teams support Advancement initiatives by executing strategic messaging, branding, digital communications, and storytelling. Development teams lead fundraising efforts such as annual giving, major and planned gifts, donor relations, and campaign management. Advancement services/records manage constituent data, gift processing, records integrity, prospect research, and reporting support. The current technology environment consists of Ellucian Banner Student Information System (including Student and Advancement modules), Salesforce, Centralsquare Finance, Moneris (e-commerce gateway), TargetX, iModules, reporting tools, and other related platforms.

Vendors will be expected to enhance operational efficiency in gift processing, events, calling programs, communications, prospect management, stewardship, and reporting. Strong user adoption will be promoted through training, change management, and clear documentation.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.