Oakland County Procurement Division

Buyer seeks to develop and implement a Customer Relationship Management system to serve as the central hub for Economic Development efforts. The system must integrate with the Advanced Manufacturing Index tool and Business Resource Matching Tool to enhance data-driven decision-making. Buyer requires data migration from existing Salesforce platform, system integration, customization, AI-powered insights, and ongoing support.

• 6/23/2025 - Optional Pre-Bid Conference Call
• 6/25/2025 - Requests for Clarification Due
• 7/9/2025 - Bidder Q&A Provided
• 7/25/2025 - Proposal Due Date

• Third-party security attestation documentation
• Established Service Level Agreements
• Documented Support Model
• Software Release Management process
• 1-year product roadmap
• Data Center in United States/Canada
• SAML 2.0 or OIDC integration support
• Five years CRM implementation experience

• Develop and implement a modern, scalable CRM system
• Migrate data from existing Salesforce platform
• Integrate CRM with Advanced Manufacturing Index (AMI)
• Integrate with Business Resource Matching Tool
• Implement AI-powered data profiling and governance tools
• Develop KPI-driven dashboards with business engagement metrics
• Enable AI-assisted natural language data querying
• Provide staff training and ongoing technical support
• Configure security with role-based access control
• Establish CRM as central hub for economic development efforts