CRM roadmap: discovery & phase 1 implementation

The University of Colorado Boulder is seeking a Salesforce implementation partner through a Request for Documented Quote (DQ) to enhance their CRM ecosystem for learners, staff, and faculty. The project focuses on developing a comprehensive CRM roadmap, with a specific emphasis on Core CRM, CU Online, and Continuing Education programs. The procurement will involve a two-phase approach: a Discovery phase and Phase 1 implementation, targeting the deployment of Salesforce Education Cloud, Experience Cloud, Marketing Cloud, and related products. Key deliverables include user story workshops, requirements gathering, security framework establishment, and integration with existing systems such as Campus Solutions, Canvas, and Slate. Proposers must demonstrate expertise in Salesforce certifications, higher education implementation, data integration, and accessibility compliance. The evaluation criteria will encompass technical solution, security and compliance, user experience, support and scalability, past performance, and cost. The proposal submission deadline is May 28, 2025, with an anticipated contract term of up to 18 months and potential renewal options for up to four additional one-year periods, not exceeding five years and six months.

The solicitation does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. The project requires integration with existing CU Boulder technology infrastructure, including Campus Solutions, Canvas, and Slate systems. While no incumbent vendors are directly identified, the contract emphasizes the need for a Salesforce partner with specific qualifications in higher education CRM implementation. The university seeks a solution that provides a 360-degree view of learner interactions, improves engagement and retention, and streamlines administrative processes across online and continuing education programs. Insurance requirements are comprehensive, including Commercial General Liability ($2,000,000), Automobile Liability ($1,000,000), Technology Errors and Omissions ($5,000,000), and Crime Coverage ($1,000,000). The solicitation documents do not specify a precise budget range, but the detailed insurance and implementation requirements suggest a significant investment in the CRM transformation project.