Customer Relationship Management System

Location:

British Columbia, Canada

Posted on:

Nov 19, 2025

Deadline:

Dec 16, 2025

Summary:

RFP for a CRM system to modernize customer service and case management for a municipal environment in British Columbia.

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Vendor needs to provide customer relationship management system. – to modernize its customer service and relationship management capabilities through the implementation of a Customer Relationship Management (CRM) solution. – Identify current CRM platforms and their ability to support enterprise–wide customer relationship management and case tracking. – Understand system capabilities and limitations in areas such as data integration, user experience, reporting, analytics, forms, and automation. – Explore implementation and configuration approaches, in particular cloud–based options that are suitable for a municipal environment. – Task Automation, Routing and Omnichannel Support: tracking, prioritizing and resolving interactions via, email, phone, in–person, web forms, mobile apps, and social media, from initial client engagement completion. – Features such as automation of administrative tasks and route requests, and AI–powered support chatbots – Approval processes with built–in workflows and status tracking – A secure self–service portal to submit various requests, track their status, and find answers to common questions – Tools are provided to capture and analyze citizen feedback.

BG

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.