Customer Relationship Management Implementation Services and Solution

Overview

Business Systems (ERP, CRM & POS)

Saratoga Springs, New York, United StatesPosted 21 days agoDeadline: May 21st, 2026

Fit Score

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SUMMARY

Seeking a consultant to implement and configure Technolutions Slate Advancement CRM, including document management, centralized constituent profiles, and mobile functionality for a one-year contract.

KEY REQUIREMENTS

Must have at least five years of background and higher education advancement CRM implementation experience.
Must be a Platinum Preferred Technolution Consultant.
Must provide references from at least three recent advancement CRM projects.
Must provide proof of accessibility documentation.
Must provide proof of data security documentation.
Must provide a proposed staffing plan with roles, bios, and time allocation.
Must provide a proposed training plan.
Must provide a proposed support plan for a year after go-live.
Must provide a detailed project timeline aligned to the institution's go-live target.

BUDGET

Estimate

$150,000 – $300,000

CONTRACT DURATION

12 months

TIMELINE

Requested Submission of Questions and Proposed Deviations: April 29th, 2026

Response to Questions and Proposed Deviations issued: May 6th, 2026

Proposal Due Date and Time: May 21st, 2026

Target Go-Live: September 2027

QUESTION DEADLINE

April 29th, 2026

Issuing Agency

Empire State University

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The client is seeking a vendor to implement and configure the Technolutions Slate Advancement customer relationship management (CRM) system. The consultant will be responsible for overseeing configurations, providing guidance, and supporting both during and after the implementation process to ensure all functionality is fully tested. Key requirements include establishing a document management process to attach files to constituent records, setting up a centralized database where records for donors, alumni, friends, and organizations are consolidated for easy viewing, and providing a 360° constituent profile encompassing all interactions, contact info, giving history, and engagement activity.

Additional specifications include enabling mobile functionality allowing users to log notes into the CRM via a mobile application and configuring the solution for efficient searching, filtering, and sorting of constituent information. The staffing for the project must include a Project Manager, Engagement Manager, and Lead Consultant who will coordinate the overall project timeline, manage communications, and ensure deliverables meet expectations. The contract period is set for one year.

Source attribution

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