Government Contract | Maryland
Constituent Relationship Management System

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Bid Information

Bid Alert No: 00000503938

Bid Title: Constituent Relationship Management System

Agency Bid No. Title: 16369

Received Date: 03/07/2016

Close Date: 03/28/2016

Purchase Type: Not Stated

Delivery Point: Maryland

Delivery Date: Not Stated

Special Notices: Bidder Preregistration


Specifications include, but are not limited to:The Institutional Advancement CRM system shall include, but not be limited to, the followingfunctionality:.1 Gift System: a full service gift accounting and gift receipting system that includes: Easy data entry and gift processing for offline donations; Ability to link documents to donor profiles, i.e. PDFs, MOUs, wills, etc.; Tracking of gift types such as cash, check, credit card, pledges, recurring gifts,stocks, etc.; Tracking of a variety of support types like individual donors, board members,prospects, foundations and scholarship recipients; Ability to post gifts received in multiple formats like specific appeals, pledges,renewals, phonathons, etc.; Import and export functionality..2 Reporting Tools: a robust reporting system that shall provide on-demand reports andeasy to use querying tools across databases to include: Financial, analytical, prospect and grant reporting capabilities; Dashboards and pre-programmed reports and templates; Ability to create and customize reports; Ability to create reports using multi-years for comparative purposes; Email report functionality linked to Gmail; Easy segmentation tools for queries, communications and reports; Project management; Grant and proposal tracking .

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Product Codes: 92046, 20800, 20900

Agency Information

Issuing Agency: Saint Mary's College of Maryland

State: Maryland

Agency Type: State and Local

Contact: Patrick G. Hunt Saint Mary's College of Maryland, 18952 E. Fisher Road, St. Mary's City, Maryland, 20686

Phone: 240-895-4307

Fax: 240-895-4916




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