Customer Relations Management (CRM) as Software as a Service (SaaS)

Information RequestedWho We’re Looking For: Potential respondents to the Request for Information (RFI) from Stars and Stripes should ideally be companies or providers with expertise in delivering Customer Relations Management (CRM) solutions as Software as a Service (SaaS). Stars and Stripes would expect qualified respondents to have a proven track record in developing and implementing CRM systems tailored to the needs of media and publishing industries, specifically focusing on advertising processes. Respondents should demonstrate capabilities in integrating and consolidating customer relations, advertising management, and workflow optimization features within a centralized CRM platform, ultimately enhancing efficiency and coordination for Stars and Stripes' advertising operations. Additionally, they may be expected to showcase experience in working with similar organizations and delivering successful outcomes in streamlining advertising workflows. 2. What We’re Looking For: We are

looking for features as follows:Payment and Financial Management:ACH Payment IncentivesAlternative Payments/Barter TrackingAPI & Premium IntegrationsIntegration of Authorize.Net or equivalentAuto PaymentsCustom Contracts & InvoicesCustom FieldsCustom Invoice Item TypesGeneral Ledger ReportingPayment PlansAdvertising and Creative:Ad LibraryAd ProofsDrag & Drop publication layoutsOnline portal for advertiser approvals of adsSales flyer libraryMedia KitsProposal Package TemplatesCamera Ready ad submission with preflight toolsWorkflow and Project Management:Automation & Workflow EngineCard-Style (Kanban) Task PipelinesProjectsTicket-Based Support (customer to sales team, sales team to finance/graphic artist)Sales and Customer Relationship Management (CRM):Commission TrackingDigital SignaturesGoals Department SalesGoals Management Sales RepIntegration of Google Ad ManagerLead ScoringSales ForecastingTwo-Way Adobe InDesign IntegrationCommunication and Collaboration:Additional Support & OnboardingeCommerce CheckoutIntegration of Microsoft CalendarIntegration of Microsoft EmailIntegration of DocuSignIntegration of MailChimp for mass email & SMS CampaignsLanding Page CreationIn-Software CallingUser Groups/TeamsMiscellaneous:Auto-Renewing ProductsForecastingRespondents are invited to provide information on the following subjects of interest to the Stars and Stripes: Feedback on Planned Approach/Information about Y Technology Marketplace/How Project will Impact X Community/etc. Respondents may/may not include additional attachments with their response document