Customer Relationship Management Platform
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
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
QUESTION DEADLINE
Issuing Agency
Suny Westchester Community College
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A community college in New York is seeking a vendor to provide a cloud-based Customer Relationship Management (CRM) platform. The solution must be configurable to accommodate the evolving needs of the institution and support both credit and non-credit (continuing education and workforce development) student populations. Compliance with FERPA, WCAG 2.2 Level AA, HIPAA, and GDPR is required to ensure data security and accessibility.
The platform should support integration through standard protocols and data formats, including REST, SOAP, SFTP, and CSV, and provide Single Sign-On (SSO) compatibility with the college's authentication system to streamline user access. It must enable user-defined fields for flexible, custom data capture and include address verification tools as well as mobile or SMS-enabled phone number verification for maintaining accurate contact details. Additionally, the CRM must feature a data reconciliation and deduplication process to maintain database integrity and eliminate redundant or duplicate records, supporting ongoing data quality in managing prospective student information.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.