Constituent Relationship Management Software

The vendor is required to provide constituent relationship management (CRM) software needs and to gain a clear understanding of the marketplace, vendors, solution functionality and pricing structures.
- General system functionality
•    Provide some information about your system functions, to include descriptions and screenshots of user interfaces for system users or admins.
•    System’s ability to:
o    Encrypt data and keep data secure. 
o    Provide user support (to include availability, type of support provided, etc.). 
o    The system administrator to define security roles and grant access to various system functions.
- Constituent access
•    The workflow of your solution for constituents submitting requests (including any notifications, automatic responses, tracking the status of requests, attaching files, etc.) through various channels (online, mobile, in-person, over the phone).
•    The capabilities your system has for tracking constituent contact information and historical requests.
- Staff portal
•    The staff portal functionalities for your solution (to include workflows, auto-mations, notifications, queues, roles, etc.).
•    The ability of your system to override workflows and escalate issues
•    AI-based functionality within your system.
- Integrations section
•    System integrates with other constituent relationship management systems
•    Solution could support call centers in various departments within the county
•    Solution integrates with social media platforms
•    API access and support you provide to facilitate integration.
•    Integrations other customers for your solution have found useful.
- System implementation and support
•    Typical implementation process and the assistance that you provide, including gap analysis, software configuration, testing, and post-implementation support.
•    Project management and professional services.

- Questions/Inquires Deadline: November 28, 2025