CRM Solution Acquisition and Implementation Service
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
An Ontario agency is seeking a qualified vendor to provide the acquisition and implementation of a modern CRM solution, replacing its current PeopleSoft CRM system. This initiative requires a comprehensive CRM product that includes all necessary software licenses to support enterprise-wide deployment and usage.
The scope of work encompasses not only the procurement of the CRM software, but also essential implementation services. These services include system configuration, integration with existing agency platforms, data migration, user training, and change management activities to ensure a smooth transition to the new system. Additionally, ongoing sustainment and operational support are required for long-term system stability, performance optimization, and continuous improvement.
This project aims to modernize staff and client engagement capabilities in alignment with the agency’s strategic business objectives.