Customer Relationship Management (CRM) Software

Background
The University of Mississippi (UM) Graduate School and Department of Outreach and Continuing Education is seeking proposals for the implementation of a Higher Education Customer Relationship Management (CRM) software aimed at enhancing student recruitment efforts.
The goal is to enable various campus departments to collect, input, and manage data on prospective students while integrating with existing university platforms such as Ellucian Banner and Slate.
This CRM solution will facilitate inquiry and contact records management, provide a communication platform with automation features, and allow integration with Microsoft Outlook for user communications.

Work Details
The selected vendor will be responsible for providing a cloud-based CRM solution that includes the following features:
1. Integration with Ellucian Banner SaaS and Slate for secure data exchange.
2. AI-driven predictive analytics for prospect scoring and enrollment forecasting.
3. Automation capabilities to streamline workflows and detect at-risk prospects.
4. Support for processing up to 60,000 prospect records annually.
5. Role-based permissions for user access.
6. Comprehensive training resources including self-paced tutorials and certifications.
7. Detailed documentation and hands-on training sessions prior to transitioning maintenance responsibilities to UM staff.
8. The ability to fully deploy the solution within nine months from contract award.

Period of Performance
The initial contract duration is three years, with potential extensions based on periodic reviews by UM.

Place of Performance
The services will be performed at the University of Mississippi, located in University, MS.

Bidder Requirements
Vendors must be registered with the University of Mississippi if awarded the contract.
Proposals should include a statement of compliance with insurance requirements, including general liability coverage of at least $1 million.
Vendors must also provide references from similar institutions and demonstrate financial stability.