Customer Relationship Management Software & Implementation

Columbia Association has issued Request for Proposals (RFP) 24-18: Customer Relationship Management Software & Implementation. A pre-proposal meeting will be held at 2:00 PM on Tuesday, August 29, 2023 via Google Meet video conference. If you wish to participate, please email the name of your firm, attendee name(s) and email address to Michael.Bost@ColumbiaAssociation.org and a link to the meeting will be provided. Bidders will be allowed the opportunity to ask questions at this time. Attendance at the pre-proposal meeting is strongly encouraged, but is not mandatory. Proposals are now due no later than 2:00 PM, Friday, September 29, 2023. Late proposals will not be considered for an award. Proposals must be submitted via email to Procurement@ColumbiaAssociation.org. Additional Documents: RFP Document(updated August 22, 2023) Vendor Capabilities(updated August 22, 2023) Addendum I(updated September 13,2023) Payment Processing Details Sample(updated September 13, 2023) GL Samples (1 of 2) and GL Samples (2 of 2)(updated September 13, 2023) CA Security Policies(updated September 13, 2023) Integrations List(updated September 13, 2023) CRM Solution Dataflows(updated September 13, 2023) PS333 – Business Process Registry(updated September 13, 2023) Pre-Proposal Meeting Sign In Sheet(updated September 13, 2023) 24-18 – Addendum II(updated September 26, 2023) Integrations Tracker(updated September 26, 2023) CA Security Policies(updated September 26,