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Customer Relations Management (CRM) as Software as a Service (SaaS)

ID: RFI-SSC001 • Type: Sources Sought • Match:  90%
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Description

Information Requested

  1. Who We're Looking For :

Potential respondents to the Request for Information (RFI) from Stars and Stripes should ideally be companies or providers with expertise in delivering Customer Relations Management (CRM) solutions as Software as a Service (SaaS). Stars and Stripes would expect qualified respondents to have a proven track record in developing and implementing CRM systems tailored to the needs of media and publishing industries, specifically focusing on advertising processes. Respondents should demonstrate capabilities in integrating and consolidating customer relations, advertising management, and workflow optimization features within a centralized CRM platform, ultimately enhancing efficiency and coordination for Stars and Stripes' advertising operations. Additionally, they may be expected to showcase experience in working with similar organizations and delivering successful outcomes in streamlining advertising workflows.

2. What We're Looking For:

We are looking for features as follows:

  1. Payment and Financial Management:
    • ACH Payment Incentives
    • Alternative Payments/Barter Tracking
    • API & Premium Integrations
    • Integration of Authorize.Net or equivalent
    • Auto Payments
    • Custom Contracts & Invoices
    • Custom Fields
    • Custom Invoice Item Types
    • General Ledger Reporting
    • Payment Plans
  2. Advertising and Creative:
    • Ad Library
    • Ad Proofs
    • Drag & Drop publication layouts
    • Online portal for advertiser approvals of ads
    • Sales flyer library
    • Media Kits
    • Proposal Package Templates
    • Camera Ready ad submission with preflight tools
  3. Workflow and Project Management:
    • Automation & Workflow Engine
    • Card-Style (Kanban) Task Pipelines
    • Projects
    • Ticket-Based Support (customer to sales team, sales team to finance/graphic artist)
  4. Sales and Customer Relationship Management (CRM):
    • Commission Tracking
    • Digital Signatures
    • Goals Department Sales
    • Goals Management Sales Rep
    • Integration of Google Ad Manager
    • Lead Scoring
    • Sales Forecasting
    • Two-Way Adobe InDesign Integration
  5. Communication and Collaboration:
    • Additional Support & Onboarding
    • eCommerce Checkout
    • Integration of Microsoft Calendar
    • Integration of Microsoft Email
    • Integration of DocuSign
    • Integration of MailChimp for mass email & SMS Campaigns
    • Landing Page Creation
    • In-Software Calling
    • User Groups/Teams
  6. Miscellaneous:
    • Auto-Renewing Products
    • Forecasting

Respondents are invited to provide information on the following subjects of interest to the Stars and Stripes: Feedback on Planned Approach/Information about Y Technology Marketplace/How Project will Impact X Community/etc. Respondents may/may not include additional attachments with their response document

Background
Stars and Stripes is seeking a Customer Relations Management (CRM) solution delivered as Software as a Service (SaaS) to streamline and unify the advertising process for the Stars and Stripes Newspaper. The goal is to integrate and consolidate various aspects of customer relations, advertising management, and workflow optimization within a centralized CRM platform, enhancing efficiency and coordination in their advertising operations.

Work Details
The work involves delivering a comprehensive CRM solution as SaaS, tailored to the needs of media and publishing industries, specifically focusing on advertising processes. The solution should include features such as payment and financial management, advertising and creative tools, workflow and project management capabilities, sales and customer relationship management functionalities, communication and collaboration tools, as well as miscellaneous features. Respondents are invited to provide information on various subjects of interest to Stars and Stripes.
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Overview

Agency
Office of the Secretary of Defense (OSD) [DoD]
Response Deadline
April 23, 2024, 4:00 a.m. EDT (original: April 16, 2024, 4:00 a.m. EDT) Past Due
Posted
March 25, 2024, 3:22 a.m. EDT (updated: April 15, 2024, 3:12 p.m. EDT)
Set Aside
None
NAICS
None
PSC
None
Place of Performance
Washington, DC 20001 United States
Source
Open
Est. Level of Competition
Average
Odds of Award
16%
On 3/25/24 Office of the Secretary of Defense issued Sources Sought RFI-SSC001 for Customer Relations Management (CRM) as Software as a Service (SaaS) due 4/23/24.
Primary Contact
Name
Elizabeth Drumm   Profile
Email
drumm.elizabeth@stripes.com
Phone
None

Documents

Posted documents for Sources Sought RFI-SSC001

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Additional Details

Source Agency Hierarchy
DEPT OF DEFENSE > IMMEDIATE OFFICE OF THE SECRETARY OF DEFENSE > HQ STARS AND STRIPES WASHINGTON
FPDS Organization Code
97AD-HQ0517
Source Organization Code
100103553
Last Updated
May 8, 2024
Last Updated By
elizabeth.k.drumm.naf@army.mil
Archive Date
May 8, 2024