REQUEST FOR PROPOSALS - United Way of San Antonio and Bexar County
REQUEST FOR PROPOSALS

The United Way of San Antonio and Bexar County is requesting proposals for a new Customer Relationship Management (CRM) software to replace our current system. 

The new solution should be cloud-based, intuitive, integrate with existing software, and include automation capabilities to ensure an efficient, user-friendly experience. Additionally, we seek to consolidate key applications, including those for Financial Management, Marketing, and Volunteer Management, where feasible, to streamline operations and enhance overall effectiveness.

CRM and Software Applications RFP PROCESS

The proposed outcomes for this project include the implementation of intuitive and user-friendly CRM tools to ensure widespread adoption, leading to increased productivity and collaboration. By automating routine tasks and consolidating or integrating other applications, we aim to reduce errors and enhance efficiency. Additionally, we will better manage fundraising efforts by prioritizing high-value leads and donors. Robust tools for data analysis will be utilized to generate detailed dashboards and reports, aiding in informed decision-making and eliminating data silos. Seamless data sharing with marketing teams will enable personalized and efficient communications with the community, increasing response times and tailoring interactions based on personal data to create meaningful journeys.

Timeline and Key Dates

  • January 23, 2025 – RFP Released
  • January 24 – 31, 2025 – Exploratory Meetings, Select Booking Here
  • February 7, 2025, 5:00 p.m. CST – Submit Questions to sbarton@unitedwaysatx.org
  • February 12, 2025, 5:00 p.m. CST – Responses Sent to Applicants
  • February 18, 2025, 5:00 p.m. CST – Quotes/Pricing and Completed Forms Due
  • March 04, 2025  – Notifications and Demos Scheduled
  • March 18, 2025 – Award Notification
  • April 1, 2025 – Planning and Next Steps

Inquiries:

Please email Sam Barton, sbarton@unitedwaysatx.org, with all inquiries regarding this RFP and requirements.