Procurement Summary
Country: Tanzania
Summary: Supply, Installation, Testing and Commissioning of Customer Relationship Management (CRM) System
Deadline: 20 Mar 2020
Posting Date: 28 Feb 2020
Other Information
Notice Type: Tender
TOT Ref.No.: 41031640
Document Ref. No.:
Competition: ICB
Financier: Self Financed
Purchaser Ownership: -
Tender Value: Refer Document
CPV Classification
48445000 - Customer Relation Management software package
72230000 - Custom software development services
Purchaser's Detail
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Tender Details
Request for Information Supply, Installation, Testing and Commissioning of Customer Relationship Management (CRM) System.
5. Scope of Work
The information requested is for the Bank to implement a Customer Relationship Management (CRM) System
to perform but not limited to the following functionalities:-
1. Sales Module – Management/Tracking of sales efforts for current and future customers with the goal
of integrating engagements and reports generated by multiple stakeholders i.e. workflow
collaboration
2. Service Module – Management/tracking of all after-sales issues including pending items reports, client
satisfaction surveys, insights on customers’ needs, complains etc. to drive retention
3. Customer Data Management – All the above activities in 1. & 2. Should have a central point of
information where all data can be available to all stakeholders for further quick analysis to support
important decision making. Also, should provide 360 degree view of customer
4. Marketing – Campaign management, targeted marketing, customer life value management, etc.
5. Reporting and Analytics Features – Pre-defined repots, user defined reports, customer insight
generation, forecasting, dashboards of key indicators, etc.
6. Social Media Management Features – management of social profile, monitoring, analytics, campaigns,
events, etc.
7. OMNI Channel Experience – include but not limited to android and IOS phones, tablets, desktops, etc.
8. Customer Journey Mapping and Service Workflow Features
9. AI and machine learning capabilities
Documents
Tender Notice