Activities include:
- Analyzing engagement data provided by staff for quality assurance
- Reconciling engagement data and creating quarterly reports
- Developing custom views
- Providing coaching and support to existing and new CRM users
- Proposing system enhancements to support business needs
Participation
Participating in any organization-wide business needs assessments related to CRM.
Experience Requirements (M1)
Using 2 Reference Contracts, the bidder must demonstrate experience providing Information / Records Management / Recordkeeping Specialist services for a Public Sector client (Federal, Provincial, Municipal, Crown Corporation, or Agency). The reference contracts must meet ALL the following criteria:
- Provided services related to management and optimization of CRM tools
- Minimum contract period of 12 months, including any exercised options
- Completed or underway within the last 60 months from the issuance date of this RFP
The bidder must provide:
- Name of the private company or government agency/department
- Contract number
- Contract period
- Contract amount
- Brief description of the services for each resource category