Cloud-Based Client Program and Customer Relationship Management System
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
A public agency in California is seeking a qualified vendor to provide a cloud-based client program and customer relationship management (CRM) system. The solution should support integration with Revenue Cycle Management platforms, Microsoft Entra ID, and enable secure data exchange with county and partner systems.
Key requirements include robust reporting and analytics capabilities with Power BI integration, dashboards to visualize key performance indicators (KPIs), and mobile access for staff members working in the field. The system must also feature a client self-service portal, optional barcode/QR code scanning, e-signature functionality, and both staff and client access from mobile devices.
This project is focused on enhancing operational efficiency and improving interactions between clients, staff, and partner organizations through advanced CRM technologies.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.