Pinellas County Opengov #26-0588-RFP

Pinellas County HubSpot CRM Implementation, Integration, and Support Services

Pinellas County Business Technology Services (BTS) is seeking a vendor to provide professional services for implementing, configuring, integrating, and supporting a HubSpot-based CRM and ticketing platform. - Government Buyer: - Pinellas County Business Technology Services (BTS) - OEM Highlight: - HubSpot is the specified CRM platform and primary OEM - Products/Services Requested: - Professional services for HubSpot CRM implementation, configuration, integration, and support - Data migration from legacy Customer Access Tracking System (CATS) - Integration with County systems (e.g., Cityworks, Accela) - Workflow automation, reporting, analytics - Training and post-implementation support - Support for approximately 80 core users and 400 Service Hub-only users - Unique/Notable Requirements: - All work to be performed remotely - Vendor must demonstrate experience with HubSpot CRM implementations - Compliance with Florida laws and regulations - Registration with the Florida Division of Corporations required - Submission of specific affidavits and forms as part of the proposal process

Description

Pinellas County Business Technology Services (BTS) is soliciting proposals for professional services to implement, configure, integrate, and support a HubSpot-based Customer Relationship Management (CRM) and ticketing platform. The project aims to replace the legacy Customer Access Tracking System (CATS) with a modern, scalable CRM solution that enhances customer service delivery and operational efficiency. The scope includes data migration, system configuration, integration with existing County systems, automation of workflows, and providing reporting and analytics. The initial delivery is expected by the end of 2026, with all work anticipated to be completed remotely.

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