Lincolnshire Fire & Rescue CRM system

Description

This PIN initiates pre-market engagement activity; this exercise is to gain a further understanding of the market, the likely interest and to inform our specification and commercial arrangement. Lot 1: The Supplier shall provide a cloud hosted Software as a Service (‘the System’) that offers the following functionalities: - Mobile Working - Training Mode / System - Mandatory field control - User Friendly - Enhanced Reporting Capabilities - Dashboard customisation - Single screen customisation - Customisable Columns - Predefined Templates The supplier shall ensure that the product seamlessly connects with the existing M365 tools. The supplier shall also ensure that API functionality is available upon request to be able to link with other systems which may be required. The API will need flexibility in push and pull commands to allow us the ability in the future to enhance our systems and break down those silo processes. The System shall make processes more efficient by ensuring automation and reduce wasted time. Including template creation enabling users to efficiently create letters with seamlessly. Provides automation within process flows to be able to automatically create jobs, emails from the system. The system will need to be accessed and used remotely, with a variety of teams requiring access. The system will hold proformas, with data required to be entered whilst delivering activities, e.g. in people's homes or at commercial premises. An on or off-line functionality will be required, with the facility to store information and unloading to the system automatically.