BBP currently utilises Microsoft 365 Dynamics CRM to manage its customer database of over 1200 active accounts including interactions with its stakeholders such as calls, emails, meetings and tasks. The CRM is also used in core service delivery through tailored extensions such as accreditations and scoring and the recording and reporting on the business sustainability actions and outcomes.

Since the current CRM solution was implemented, the BBP program has undergone significant operational change. There are instances of historical data and fields that are no longer used and new processes require replacement fields and data collection.

The BBP CRM solution requires significant work to tailor it to the current and emerging requirements of the program. Ku-ring-gai Council, as the host Council for the Better Business Partnership (BBP) project seeks pricing from suitably qualified and experienced contractors to undertake software development work on its CRM.

The detailed Request For Proposal can be downloaded HERE.  The RFP is open until Monday 9 August 2021 4pm.