CRM configuration and training

The Partnership is looking enhance its current CRM tool from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics 365 to better meet its stakeholder management needs. This enhancement will also include the integration of a marketing automation tool, ClickDimensions.

As the steward of the Canadian Cancer Control Strategy, the Canadian Partnership Against Cancer (the Partnership) relies on building collaborative relationships with stakeholders working within the Canadian cancer control community to achieve its goals. For this reason, it is essential that the Partnership captures up-to-date contact information for all its stakeholders (individuals, organizations and partners), the role they play in the cancer control landscape and how they interact with the Partnership, in a manner that meets Canadian Anti-Spam Legislation. Since 2010, the Partnership has been using CRM for this purpose.

Project Scope:

The Partnership is seeking the services from a vendor with proven experience and understanding of CRM tools to:

1. Configure Microsoft Dynamics 365 and ClickDimensions tools to meet Partner-ship business requirements and CASL compliance (see Appendix A)
2. Migrate from current environment to new tools
3. Co-lead the roll-out of training to staff on how and why they should use the new tools in their work
4. Co-create an operational model, in collaboration with the Partnership team, for the ongoing maintenance of the system

Proponents should reference this RFP  number (RP331-2017-01) in the subject line of their correspondence.

*Responses to proponents’ enquiries will be provided as enquiries are submitted. Additionally, questions and responses will also be posted on MERX, Biddingo and www.partnershipagainstcancer.ca.