Customer Relationship Management Platform Implementation and Support Services

Location:

New York, USA

Posted on:

Oct 28, 2025

Deadline:

Nov 21, 2025

Summary:

Seeking a vendor to implement and support a CRM platform for unified customer data, marketing, analytics, and engagement across all agency venues and programs in New York.

(1) Vendor needs to provide customer relationship management platform implementation and support services. – The selected Contractor will be expected to serve as the official CRM system provider for the agency, delivering a unified platform for customer data, marketing, communications, analytics, and guest engagement across all venues, programs, and events. • Ability to connect on–site purchases (POS) to digital campaigns. • 360° customer profiles consolidating demographics, ticketing, memberships, purchase history, and communications. Profiles must consolidate data from all touchpoints into a single view for analysis and engagement. • Data hygiene tools (automatic deduplication, record merging, suppression lists, normalization). • Data portability and export rights in standard formats with clear data ownership rights and ability to export all records and historical engagement data in usable formats if changing systems. • Scalable architecture to support for over one million records with fast search, segmentation, and reporting. • Ability to create and manage custom fields and attributes to reflect program–specific or venue–specific needs • Event–driven and predictive (AI–powered) segmentation. • Campaign building tools: drag–and–drop editors, reusable templates, dynamic content blocks, rich media (video, images). • AI–driven send–time optimization, time zone–based scheduling, and global pause/hold functionality. • AI & Future–Ready Enhancements (2) All the questions must be submitted no later than November 7, 2025.

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The AI Proposal Manager for winning RFPs.

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The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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