Provision of a Customer Relationship Management (CRM) System built on Microsoft Dynamics in a client tenant

AI-generated analysis of the documents. Check the official notice and any amendments for current submission details.

1. At a glance

2. Scope of Work

Irish Red Cross ran this procurement for “Provision of a Customer Relationship Management (CRM) System built on Microsoft Dynamics in a client tenant” as an operational contract requiring implementation and sustained service execution. The extracted pack showed qualification-stage material with references to later ITT technical depth; practical activity therefore centred on building, integrating, and operating the specified service stack with compliant reporting and handover obligations where stated. Constituent activities and named work elements in the supplied extracts:

• Title: Provision of a Customer Relationship Management (CRM) System built on Microsoft Dynamics in a client tenant
• FN3 Email Marketing platform integration Fundraising - IG Communication Management 2
• MVT1 Pre-event Management Process National Services Team Event Tracking MVP
• MVT2 Post-event Management Process National Services Team Event Tracking MVP
• MVT3 Stock management National Services Team Event Tracking 3
• EMM1 Event Meeting registration (internal) National Services Team Event Tracking 2
• EMM2 Budget allocation/tracker National Services Team Event Tracking 3
• EMM3 Briefing notes National Services Team Event Tracking 4
• EMM4 Resource management National Services Team Resource Manager 3
• BM1 Committee forms Branch Support Team Compliance Management 2
• BM2 Grant/funds tracker Branch Support Team Fundraising Tools 3
• BM4 BOCA assessment tracker Branch Support Team Assessment Management 3

3. Background & buyer context

The buyer context reflected a formal Irish public-procurement route, with pre-qualification used to control entry into the tender stage.

• F Fundraising NaN NaN NaN
• F1 Campaign creation Fundraising - IG Campaign management MVP
• F2 DM Data Selection (Mail) Fundraising - IG Campaign management MVP
• F3 EDM Data Selection Fundraising - IG Campaign management MVP

4. Eligibility & selection criteria

• Turnover requirement — not specified for this tender
• Insurance — not specified for this tender
• Certifications — not specified for this tender
• Past experience — not specified for this tender
• Personnel — not specified for this tender
• Geographic / facility constraints — not specified for this tender

5. Award criteria & scoring

6. Submission requirements

• Method statement / response document (template/page limits) — not specified in extract.
• CVs (page count, named roles) — not specified in extract.
• Pricing schedule (format/template) — expected at ITT stage.
• Case studies (number/value range) — client references/comparable project evidence was referenced.
• Declarations (ESPD/Bona Fides/Tax/COI) — not specified in extract.
• Mandatory site visit — not specified in extract.
• Submission portal and formatting — not specified in extract. Submission-related source lines:
• NaN Submit a query/proposal All NaN 2
• MV1 Member & Volunteer Online Registration Process to sign up and register new members via an online portal/webpage. Membership Team Membership Management
• MV2 Membership Renewals Process for members to renew and update contact details, volunteering status via an online portal/webpage. Membership Team Membership Management
• FM2 Vehicle Documentation Space to store vehicle documentation e.g. tax disc, cvrt disc, log books etc National Services Team Compliance Management
• C1 Push notifications Ability to send push notifications through CRM/volunteer portal. National Services Team Communication Management
• NaN Submit a query/proposal Option for members to submit a proposal or query to national groups/committees. NaN NaN

7. Key dates & process

8. Contract terms that matter

Contract duration in the extract: not stated. Payment cycle, SLA/KPI schedule, and penalty regime were not fully disclosed in the snippets unless listed below.

• Title: Provision of a Customer Relationship Management (CRM) System built on Microsoft Dynamics in a client tenant
• VERIFIED PHRASES (deterministic regex extract from the documents — treat as authoritative for numerical claims)
• [IRC_CRM_Tender_Documents_ZIP.zip] Content from the zip file /var/folders/j7/ntc0q6551nj30444rfp25mzw0000gn/T/tmp6ue1ybxs.zip:
• [IRC_CRM_Tender_Documents_ZIP.zip] Process ID Process Name Process Owner Area Phase
• FN4 Subscription Center Fundraising - IG Communication Management 2
• FN7 Virtual terminal for Telemarketing agency Fundraising - IG Donation Tracking 3
• [IRC_CRM_Tender_Documents_ZIP.zip] 2
• MV Membership & Volunteer Management NaN NaN NaN

9. Risks, red flags & unusuals

• Numeric qualification gates were only partially visible, so eligibility certainty required full pack review.
• The two-step process (PQQ then ITT) shifted effort to compliance evidence early, with competitive scoring detail potentially deferred.
• Technical and contractual granularity appeared ITT-dependent, increasing ambiguity at qualification stage for non-incumbent bidders.

10. SME fit assessment

This competition looked most accessible to firms with established public-sector tender capability, documented financial capacity, and direct operational experience in the relevant service category.

• Credible bidder profile — specialist operator with compliant procurement governance and evidencable experience.
• Consortium / sub-contracting — not clearly specified in extract.
• Indicative bid-prep effort — 6 to 12 working days for evidence collation, form completion, and review cycles at PQQ level.
• Pwin signal — strongest for bidders with reusable qualification artefacts, comparable references, and low-friction mobilisation capability.

11. Where to dig deeper

• Source RFT/PQQ filenames: scheduled public courses or create a private course for individuals and organisations .
• eTenders CFT / notice reference: not specified in extract.
• Clarification contact / portal: [email protected].
• Key attachments to prioritise: Appendix/Schedule documents referenced in the source pack.