California State University, Long Beach CSULB-RFP-00000615-2024

CSULB University Relations and Development CRM System

The California State University, Long Beach (CSULB) University Relations and Development department is procuring an integrated software-as-a-service (SaaS) Constituent Relationship Management (CRM) system designed specifically for higher education nonprofits to support fundraising efforts. The awarded vendor is Ellucian Company L.P. The CRM system will support 60-100 concurrent users with role-based security and mobile accessibility. It will manage a database of approximately 600,000 records currently in Advance Web (Oracle). Key features include robust reporting, gift processing with matching gifts, easy receipting, direct-mail functionality with conditional content, moves-management, grant and proposal tracking, wealth rating analytics, data-enrichment services, import/export capabilities, and responsive online donation forms. The contract is a Request for Proposal (RFP) type with no commodity codes specified. The point of contact is Michael Pruitt at CSULB. The system is intended to enhance the university's fundraising and constituent management capabilities.

Description

The purpose of this Request for Proposal (RFP) is to solicit proposals from qualified firms interested in providing University Relations and Development with an integrated software-as-a service (SaaS) Constituent Relationship Management (CRM) system explicitly built for higher education nonprofits to complement its fundraising efforts. The system will handle between 60-100 concurrent users with easily updated role-based security and a responsive interface that is accessible on mobile devices. The database will include approximately 600,000 records currently housed in Advance Web (Oracle). Additionally, the system will have robust reporting, gift processing including matching gifts, and easy receipting, direct-mail functionality that provides conditional content, moves-management functionality, grant and proposal tracking, analytics for wealth ratings, data-enrichment services, import/export functionality, and responsive online donation forms.

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