Support Services for a CRM Software Solution for CCR-REN

County of San Luis Obispo

The buyer is seeking professional services for the development, maintenance, and optimization of a Customer Relationship Management (CRM) software solution. This solution will be used for customer engagement, metrics, and indicator tracking for all programs of the Central California Rural Regional Energy Network (CCR-REN). The scope includes project management, CRM selection and development, ongoing maintenance, and optimization of the implemented solution. The buyer also requires relevant ad hoc services as needed.

• 3/4/2025 - Proposal Due Date

• Develop a Customer Relationship Management (CRM) software solution for CCR-REN
• Provide overall project management for CRM implementation
• Select and customize CRM solution for customer engagement and metrics tracking
• Maintain and optimize the implemented CRM solution
• Offer ad hoc services related to CRM as needed
• Track indicators for all CCR-REN programs through the CRM
• Ensure CRM solution supports customer engagement for CCR-REN
• Integrate metrics tracking capabilities into the CRM system
• Provide ongoing support and troubleshooting for the CRM solution
• Train CCR-REN staff on using the new CRM system