Lead Generation and Data Enrichment Software

The Vendor is required to provide cloud-based software-as-a-service (SaaS) platform providing lead generation, business intelligence, contact database access, and data enrichment capabilities to support outreach, engagement, and relationship management activities across the enterprise solutions department.
- Platform will be used to support a variety of functions including cooperative purchasing outreach, economic development initiatives, business lending and capital access programs, energy and infrastructure initiatives, sponsorship and partnership development, event and conference recruitment, consulting and technical assistance services, and broader stakeholder engagement efforts.
- Deployment and licensing
• Vendor-hosted in a secure cloud environment
• Web-based access through standard browsers with dashboards and search and analysis tools
• User-based licensing with administrative controls for managing access, user roles, and data security
• Optional browser extension functionality to support business research and outreach activities
- Accessibility
• All deliverables must comply with web content accessibility guidelines (WCAG) version 2.1, level aa, ensuring accessibility for individuals with disabilities
• Contractor must conduct both manual and automated accessibility testing throughout the development process
• Accessibility conformance report must be provided upon request
• Post-launch: monitor and maintain accessibility compliance, address identified issues promptly
• All content and interfaces must be compatible with assistive technologies; contractor must remediate any deficiencies
- Technical and functional requirements
1. Lead management
• Automated lead capture from multiple sources (web forms, email, social media, events)
• Tools for lead segmentation and scoring to prioritize engagement activities based on user defined criteria
• Configurable workflow tools that enable automated follow-up, lead nurturing, and task assignment
• Supports coordinated outreach and relationship management
2. Email and social media outreach
• Email campaign creation and automation
• Social media campaign capabilities
• Campaign performance tracking
• Multi-channel campaign coordination
3. Business intelligence and prospecting
• Comprehensive business and contact databases
• Advanced search functionality with filtering capabilities
• Geographic targeting and mapping tools
• Industry trend analysis and decision-maker identification
4. Data enrichment
• Automated data standardization and validation
• Appending of missing contact and company information
• Company and contact-level data enrichment
• Compatible export formats for agency systems
5. Reporting and analytics
• Customizable dashboards for performance monitoring
• Key performance indicators (KPIs) including lead volume, engagement activity, and conversion metrics
• Data visualization tools
• Export functionality (excel, csv, pdf formats)
• Integration capabilities with CRM and analytics platforms for data sharing
6. System integration and data management
• Application programming interface (API) or web hook capabilities for system integration with agency systems
• Role-based access controls for user permissions and data security
• User management and administrative controls
• Team collaboration tools
• Compliance with applicable data protection and privacy regulations.