The University Economic Development Association (UEDA) is seeking a partner to build and implement a comprehensive customer relation management (CRM) system that incorporates existing and desired functionalities as relevant and useful to the Association’s needs. As a non-profit, membership organization with a volunteer Board of Directors, UEDA is committed to the ongoing development and improvement of membership engagement and benefits. UEDA has translated this commitment into six primary goals it seeks to achieve through this proposal process and subsequent partnership.
UEDA’s goals and expectations for the CRM system are as follows:
- Administrative efficiency;
- Better/accurate reporting;
- Ease to the end user/member;
- Increased member benefits;
- Creation of a single data warehouse with the most accurate and clean data possible; and
- “Learning Exchange” Capability (collect, organize, and make available content / material on economic development / engagement subjects)
>> Download the UEDA CRM Request for Proposals
Timeline
The following timeline will be utilized for the purposes of adequate review and approval of proposals:
December 22, 2014 RFP Released
January 6, 2015 Noon EST: Questions due to UEDA*
January 13, 2015 1:30pm EST: UEDA Webinar to answer questions. Register for the webinar.
January 14, 2015 Question answers and Webinar posted on UEDA website
January 30, 2015 Proposal due to UEDA headquarters
February 2-6, 2015 UEDA CRM subcommittee reviews proposals
February 9-13, 2015 Candidate interviews and online presentations
February 18, 2015 UEDA CRM subcommittee recommendations to the UEDA Board for approval
February 27, 2015 UEDA notifies all applicants of proposal status
*Questions about this RFP must be made in writing to UEDA via email at info@universityeda.org by noon EST on January 6, 2015. Applicants are strongly encouraged to participate in the UEDA Webinar, to ensure they receive all of the updated information.
A PDF copy of the proposal, which includes Budget and attachments, should be submitted to info@universityeda.org with the subject line “CRM RFP.” All hard copies and electronic copies of the proposal should be received no later than 5:00 PM EST, January 30, 2015.
Please refer to the RFP document for complete information.