Tender Summary

The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)

Buying Organisation

Health & Safety Executive

Contract Value

Unknown

Tender Description

HSE requires TMS/CRM that meets the following requirements:

System/user functionality

Sales pipeline, enquiry and lead tracking functionality.

Course management list providing users with a view of course title, date(s), locations and uptake.

Option to add custom fields to courses and products (e.g. category/ies, course owner, related task tracking etc).

Ability to assign courses, leads and enquiries to users and create user-based task lists.

Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information.

Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc.

Multiple payment method options (i.e. credit / debit card and invoicing), with the requirement to upload documents as part of the booking process (i.e. copies of purchase orders for invoice payments).

Ability to process an unlimited number of courses, delegates and client records.

Ability to assign different levels of user permission / access, including viewing courses of specific categories, read-only access etc.

Automated communications including booking confirmations / receipts, joining instructions and follow up emails. HSE must be able to customise and add new templates for different courses and activities.

Option to manually communicate en masse with delegates and clients by course or type, by email and/or SMS.

Automatic generation of delegate certificates for batch printing and/or emailing, using HSE's own certificate template(s).

Ability to bulk upload / import customer and client records into the solution.

Ability to extract / export / download all data from the solution at any time into a commonly readable format (e.g. CSV, XLS etc).

The following self-service reporting functionality...

o Standard / pre-built reports - including but not limited to course viability, delegate attendance, registration documents, financial performance, sales pipeline, customer information.

o Custom reports - customisable query fields including finance, invoicing, delegate and customer information, and custom fields such as customer type and course category.

o Reports exportable in formats such as XLS, CSV etc.

o Optional integration with HSE data reporting and visualiastion platforms (i.e. Microsoft PowerBI)

Tender categories (products & services required)

Software package and information systems (CPV 48000000)

Region

North East (UKC)

Buyer Information