Santa Fe Communtiy Convention Center CRM Software System
See Bid/RFP documents for additional submission details.
Santa Fe Community Convention Services CRM Software System
A. The CRM system/software must provide three (3) key components/services; 1) the ability
to support marketing efforts, 2) manage the sales and meeting space and 3) provide accounting tools.
Tourism Santa Fe (TSF) is requesting bids from companies that can provide all three components or a
combination of companies that can provide individual components. CRM Definition: Customerrelationship
management is an approach to manage a company's interaction with current and potential
customers. It uses data analysis about customers' history with a company to improve business
relationships with customers, specifically focusing on customer retention and ultimately driving sales
B. It is not a requirement that the vendor/company provide all three components/services. If
a vendor/company is unable to provide all three components/services submit the proposal with only those
components/services that can be provided. The vendor/company will provide a list of all other
vendors/companies that they can integrate with on the components/service that they cannot provide. If
they are able to create an API (one way or two way) or will allow another vendor/company to create an
API to connect those must be included.
C. The CRM system/software should be able to help minimize the duplication of data entry
and maximize time efficiency and productivity. Tourism Santa Fe should be able to input all sales,
marketing and consumer/leisure data, manage meeting space, prepare and manage all billing and
invoicing and run reports.
D. The City of Santa Fe will require references where CRM systems have been
implemented and preferably in use for at least 2 years. The reference list shall include both satisfied and
dissatisfied users. The City may elect to contact references and/or visit personally to see how the system
is working. The City may elect to research and contact additional references that were not necessarily
supplied by the proponent.
E. The CRM system/software proposed shall be the most current version available.
F. The proposal shall include all computer set up, testing, downloading programming if
required and data transfer, if any, and all “debugging” at implementation. The proposal needs to include
training of SFCCC staff that will be responsible for using CRM system/software. The proposal shall also
include training to the City ITT department so that this department can maintain a working system.
G. The SFCCC CRM System must be a web-based program that we have access to
anytime. Downtime can be limited to updates on your server.
H. Part of the proposal shall include the cost of hardware including but not limited to
desktop, tablet PC, notepads etc.