Relationship Management Platform

The Vendor is required to provide relationship management platform, or customer relationship management system, that tracks partner communications and engagement activities, including email correspondence, meeting notes, action items and other touchpoints, enabling stronger, more informed partnerships and providing a comprehensive view of each relationship over time.
- Requirement:
• Contact management – a centralized, searchable repository to manage public health partner organizations, contacts and affiliations and their characteristics and engagement history.
• Engagement management – ability to capture interactions across various communications, meetings, tasks, timelines, documents and follow-up actions to create a comprehensive view of each relationship
• Workflow & collaboration – ability to coordinate staff, automate reminders, assign tasks, escalate actions, reduce duplicate engagement and gain insight into established partner relationships.
• Automations, insights & decision support – ability to leverage automations, dashboards, reporting and analytics to enhance strategic engagement and decision-making.
• Interoperability with existing systems – integration with Microsoft 365 applications and public health systems while supporting security, records retention and compliance.
• Interaction data export – ability to easily compile and export interaction data including meeting notes, relationship characteristics and trends.
• System customization – ability to customize certain features such as tags, user lever permissions and reporting, plus general adaptability over time.