CRM Solutions for Student Lifecycle and Communications

Background
East Texas A&M University is seeking to implement an Enterprise Customer Relationship Management (CRM) system aimed at tracking prospective students from inquiry to enrollment. The goal of this initiative is to enhance communication processes, manage application workflows, and improve student engagement through personalized interactions.

The CRM will integrate with existing systems such as the Student Information System (SIS), Document Management System, and CommonApp Applications, ultimately aiming to boost operational efficiency and institutional effectiveness.

Work Details
The CRM solution must meet several functional requirements including:

- Tracking student stages across the enrollment funnel (Inquiry to Enrollment)
- Automating communication workflows via various mediums (Email, SMS, etc.)
- Providing customizable dashboards and reports for user roles
- Managing online applications with document upload capabilities
- Integrating with payment gateways
- Ensuring compliance with data security standards.

Additional features include event management capabilities, appointment scheduling, lead scoring data utilization for communication plans, and robust data management including audit trails and session management.

Period of Performance
The contract period will begin upon award and last for three years with two optional one-year extensions.

Place of Performance
The services will be performed at East Texas A&M University located in Commerce, Texas.

Bidder Requirements
Respondents must comply with East Texas A&M University's HUB policy which encourages the use of Historically Underutilized Businesses (HUBs). If subcontractors are used during services, a HUB Subcontracting Plan is required. Respondents must also adhere to federal laws regarding Equal Employment Opportunities and provide necessary certifications related to tax compliance and conflict of interest.