Request for Information - CRM Solutions

The University of Wisconsin System's Institute for Business and Entrepreneurship (IBE) has issued a Request for Information (RFI) for a Customer Relationship Management (CRM) solution, seeking vendor insights to inform potential future procurement. The RFI, posted on November 30, 2022, with responses due by December 14, 2022 at 4:00 p.m., targets a comprehensive, fully hosted CRM platform that supports custom and semi-automated workflows across multiple business units and client profiles. Key functional requirements include exportable data compliance with SBA policies, workflow communication with semi-automation capabilities, data collection from surveys and online forms, and support for many-to-many relationships between clients and stakeholders. The desired CRM must integrate e-commerce functionality, support webinar delivery through Zoom or WebEx, and include grants portal and funding management capabilities. Vendors must demonstrate these functionalities in a sample database and provide detailed information about training availability, support tier options, associated costs, and Service Level Agreements. Responses are limited to 30 pages and must be submitted electronically to mike.morris@uwss.wisconsin.edu.

No specific set-aside designations or restrictions on respondent organizations were explicitly mentioned in the RFI documentation. The procurement appears open to any qualified CRM solution vendor capable of meeting the specified technical and functional requirements. The RFI emphasizes integration capabilities with multiple platforms and tools, including WordPress, WooCommerce, Foundant Technologies, Microsoft Outlook, Mailchimp, Constant Contact, Qualtrics, and Zoom. While no specific budget range or award value was disclosed, the comprehensive nature of the required CRM solution suggests a significant potential investment. All submitted materials will become the property of the University, with proprietary information to be handled in accordance with Wisconsin Public Disclosure Law. Respondents are responsible for all expenses associated with preparing and submitting their responses, and the RFI explicitly states that no contract award will be made based on this information-gathering process.