Attachment A for CRM SOO_ Mandel Project Background.pdf
PDF 128 KB Posted
- Attached to
- USHMM RFP Customer Relationship Manager PILOT
- Solicitation number
- 95476724C1692
- Issued by
-
United States Holocaust Memorial Museum
About this file
This document is the Attachment A for the Customer Relationship Manager (CRM) Statement of Objectives (SOO) for the United States Holocaust Memorial Museum (USHMM) CRM Pilot procurement.
The document provides background information on Mandel's need for a CRM system to track its influence and success as it implements its strategic plan. Mandel has spent the last 3 years clarifying its CRM requirements and is ahead of other teams at the institution in this regard. The USHMM RFP seeks a contractor to provide a Pilot CRM solution that could scale to serve the entire institution, including 5 program offices, development/marketing operations, and other stakeholder-facing teams. The system would require integration with multiple systems and potentially mobile functionality in the future.
The RFP has a mandatory pre-bid conference on May 13, 2024 and a proposal due date of June 7, 2024. The USHMM will host system demonstrations for down selected offerors between June 17-25, 2024. The last date for questions is May 15, 2024.
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Mandel Project Background
PROBLEM TO SOLVE
● Mandel has had a long-term desire for a system to track information about its influence and success and has worked for the last 3 years to clarify what it needs
● Tracking success has become more important as the strategic plan is implemented and goals have been sharpened and defined.
● Mandel is ahead of other teams in the institution in their strategy, but there are others who could also make use of a new CRM system
2006 2007
Seminar participant
Visiting Fellow
CERH
Member
Seminar Leader
Co-organizer, Pope Pius XII
Co-organizer, Vatican
Archives
Goal 1: Leadership: Expand and steward a global community of diverse partner institutions and lead results-based conversations about the future of the field.
Workshop participant
An Example of How We Could Use a CRM:
Tracking the Evolution of a Relationship and Mandel’s Impact at Boston College
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