When is the submission deadline?

Submissions are due November 3, 2026.

What is the budget for this RFP?

The published budget is $250,000.

It was issued by Universities Of Wisconsin. The work is located in Madison, Wisconsin, United States.

Who is a good fit for this opportunity?

Zoho CRM implementation and optimization firm. Demonstrated expertise with Zoho Analytics, Flow, Backstage, Forms, and Campaigns. Experience designing dashboards, KPIs, reporting frameworks, and executive analytics. Proven ability to manage integrations, automation, data quality, security, and platform administration. Strong track record delivering scalable, documented, and supportable Zoho solutions.

Zoho CRM Development and Optimization Solutions (Due November 3, 2026)

Overview

Business Systems (ERP, CRM & POS)

Madison, Wisconsin, United StatesPosted: October 2, 2026Deadline: November 3, 2026

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SUMMARY

The organization is seeking a vendor to develop, optimize, administer, and support its Zoho CRM environment and related Zoho applications. The one-year engagement includes analytics, dashboards, integrations, workflows, event management, forms, troubleshooting, and platform administration.

KEY REQUIREMENTS

Must have business process analysis and Zoho technical implementation experience
Must pass a national criminal background check
Must maintain insurance levels as required in the DOA 3054 Standard Terms and Conditions
Must perform services in the United States
Must provide knowledge transfer, documentation, and training to OBE staff
Must prioritize native Zoho features over custom coding
Must be registered on the State of Wisconsin's eSupplier Portal
Must provide at least five client engagements demonstrating relevant experience

BUDGET

Verified

$250,000

CONTRACT DURATION

12 months

TIMELINE

The contract is effective for one year from the execution date, with the option to renew for four additional one-year terms.

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Universities Of Wisconsin

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The issuing organization seeks a vendor to redevelop and transform its Zoho environment into a stable, documented, scalable, secure, and supportable platform aligned with Zoho Enterprise Support best practices. The selected vendor will translate business requirements into practical, sustainable Zoho-based solutions and recommend ways to maximize existing Zoho capabilities before pursuing custom development.

Services include Zoho CRM and Campaigns configuration, customization, and support; development of dashboards, reports, analytics, KPI frameworks, and executive performance measurement solutions using Zoho Analytics and other Zoho tools; and design and maintenance of integrations and automated workflows through Zoho Flow. The vendor will also support event management solutions in Zoho Backstage and develop forms, data collection processes, and related integrations using Zoho Forms.

The vendor will monitor, troubleshoot, and resolve system issues, integration failures, data discrepancies, and performance concerns. Responsibilities will also include platform administration, user access and permissions management, configuration, routine maintenance, and ongoing optimization. The contract period will be one year.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 3, 2026.
What is the budget for this RFP?: The published budget is $250,000.
Who issued this RFP?: It was issued by Universities Of Wisconsin. The work is located in Madison, Wisconsin, United States.
Who is a good fit for this opportunity?: Zoho CRM implementation and optimization firm
Demonstrated expertise with Zoho Analytics, Flow, Backstage, Forms, and Campaigns
Experience designing dashboards, KPIs, reporting frameworks, and executive analytics
Proven ability to manage integrations, automation, data quality, security, and platform administration
Strong track record delivering scalable, documented, and supportable Zoho solutions

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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