YPO 001253 - Single CRM Solution

Description

YPO wishes to procure single CRM solution in 2025 and start the tender process within the next 2-3 months. Background information: Customer Relationship Management System (CRM), will enable YPO to perform various business functions, manage flow of information and automate tasks using technologies that are currently available and those which evolve throughout the lifetime of the tender. YPO currently operate three different CRM systems, the aim is to bring three existing separate CRMs together into one system, to provide enhanced functionality for use by various teams across YPO. These teams include: • Sales • Procurement Teams • Customer Service • Marketing • Finance • Business Intelligence & Data Core functionalities include; • Ability to handle 200,000+ customer accounts and records across various customer types • Heavy workload usage of 150+ concurrent users without compromising system performance • Account creation and management • Sales data including leads, opportunity and pipeline management • Creation and workflow management of tasks including, complaints, calls, activities, and varying other opportunities • Marketing segmentation and reporting • Marketing campaign tracking against sales data • System integration