Cloud Hosted Customer Relationship Management Solution
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The contracting organization seeks a vendor to deliver a modern cloud-hosted Customer Relationship Management (CRM) solution to replace its existing legacy fundraising CRM system (Raiser’s Edge). The new CRM must support the migration of agreed user data and enable essential functions for communications, fundraising, and supporter management.
Key requirements include real-time synchronization of membership data between the organization's in-house Customer Registration System (CRS) and the new CRM platform. The solution must enable centrally controlled communications to members and supporters while managing consent, preferences, and suppressions in accordance with privacy standards.
The CRM should facilitate improved user journeys for joining, renewal, and donation, with seamless integration to ongoing web design efforts. Additionally, the successful vendor will collaborate to establish clear governance surrounding data, consent, and reporting, and implement advanced features such as segmentation and automated workflow management.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.