Relationship Management Software
Location:
Alberta, Canada
Posted on:
Jan 22, 2026
Deadline:
Feb 4, 2026
Summary:
Seeking proposals for an enterprise relationship management platform and implementation support for a one-year pilot in Alberta, Canada.
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(1) Vendor needs to provide relationship management software. – Enterprise environments, relationship management platforms are essential tools for coordinating efforts across complex organizations. – Enterprise relationship management platform (ERMP) and implementation support proposal for the pilot phase of this initiative. – Implementing sophisticated workflow and relationship management engines to ensure consistent, professionalized follow-up and engagement with all external stakeholders. – Leveraging advanced reporting and data-mining tools to turn information into actionable insights, allowing leadership to be nimbler and more responsive to high-value opportunities. – Accountability and management creating clear internal processes for lead assignment and relationship management, ensuring that every inquiry is tracked and managed with institutional oversight and measurable outcomes. – Establishing a unified system to ensure that partner history and interaction data are preserved and accessible, providing a comprehensive, long-term view of the relationship landscape. – Generation of AI-driven briefing notes and summaries based on data within the CRM that accurately summarize relationships and activities and support data-driven decision making. – Centralized management of all tasks and information related to developing and maintaining contracts and agreements. (2) All the questions must be submitted no later than January 29, 2026. (3) The contract period will be for one year.
