Pinellas County Opengov #275811

Pinellas County seeks HubSpot CRM implementation and integration services to replace legacy CATS system.

Pinellas County Business Technology Services (BTS) is seeking professional services to implement and integrate a HubSpot-based CRM and ticketing platform, replacing the legacy CATS system. - Government Buyer: - Pinellas County Business Technology Services (BTS) - OEM Highlighted: - HubSpot (cloud-based CRM and Service Hub platform) - Products/Services Requested: - HubSpot CRM and Service Hub platform (cloud-based solution) - Implementation and configuration services for HubSpot CRM and Service Hub - Integration with existing County systems (Cityworks, Accela) - Data migration and validation from legacy CATS system - Testing, go-live planning, and post-implementation support - Notable Requirements: - Remote delivery of all services - Robust data migration and validation processes - Role-based access controls - Compliance with Florida legal and public records requirements - Initial user base: ~80 core users, ~400 Service Hub users - Emphasis on automation, custom objects, dashboards, and reporting - Knowledge transfer and training for County staff

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, operational efficiency, and data insights. The scope includes design, configuration, data migration, workflow automation, integration with existing systems, testing, go-live support, and post-implementation enhancements. The initial delivery is expected by the end of 2026, with all work performed remotely.

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