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Sources Sought Notice - Marketing Cloud Customer Relations Management (CRM) Requirement

August 22, 2014



Notice Type: Sources Sought Notice

Posted Date: 21-AUG-14

Office Address: Department of Education; Federal Student Aid; FSA Acquisitions; Union Center Plaza, RM 91F1830 First Street, NE Washington DC 20202-5405

Subject: Marketing Cloud Customer Relations Management (CRM) Requirement

Classification Code: D - Information technology services, including telecommunications services

Solicitation Number: EDFSA14B0001

Contact: Marlon Holland, Contract Specialist , Phone 2023773931, Email marlon.holland@ed.gov

Description: Department of Education

Federal Student Aid

FSA Acquisitions

ED-FSA-14-B-0001 Sources Sought Agency / Office: U.S. Department of Education, Federal Student Aid (FSA) Location: FSA Acquisitions Title: Marketing Cloud Customer Relations Management (CRM) Requirement Synopsis: NAICS - 511210 This is a sources sought notice only. The purpose of this notice is to acquire knowledge about potential sources that can provide the U.S. Department of Education, Federal Student Aid (FSA) with a Marketing Cloud Customer Relations Management (CRM) tool. In February 2014, FSA purchased the Salesforce.com platform to provide a central repository to: manage customer data, record customer activity, document customer processes and contacts, monitor the effectiveness of staff in making contacts with customers and conduct special campaigns to customers. Now FSA seeks to procure a Customer Relations Management (CRM) tool that works directly with the Salesforce.com platform to improve customer engagement. At a minimum the CRM tool must adhere to the following requirements: 1)Require no configuration to fully integrate with the Salesforce platform and be compatible with the Salesforce application exchange to automate and manage email and text campaigns, publish content, and analyze results. 2)Allows for at least 80% of the CRM solutions functionality within the Salesforce platform. 3)Capture and store electronic mail metrics and measures (emails sent, emails opened, etc.) automatically and generate reporting data (reports, dashboards, etc.). 4)Process a minimum of 60,000 emails annually. 5)Automate sending tailored/custom content to multiple recipients based upon the needs expressed or unique characteristics of school recipients. 6)Allow users to access a single view of customers without toggling between the tool and the Salesforce platform. 7)Capability to conduct social media listings and collect, measure and utilize the behavior-based data. If a source has the ability to fulfill the requirement, please provide a two page written response with the following information: 1)Company Name, Address and Point of contact including name, telephone and email. 2)Company socio-economic status. 3)Is the company a GSA Schedule Holder If yes, provide the GSA Contract Number. 4)A brief capability statement that addresses the company's qualifications and ability to perform as a prime contractor for the work described in the synopsis. The statement must include links to the company's website and log on information to view online demonstrations of the tool, if applicable. Send capability statement to pennie.summers@ed.gov and Bernard.barr@ed.gov, only send written responses, no phone calls will be accepted. Responses must be submitted by NOON on Monday, August 25, 2014. Primary Point of contact: Pennie Summers Union Center Plaza, 830 First Street, NE Washington, District of Columbia 20202-5405

Link/URL: https://www.fbo.gov/spg/ED/FSA/CA/EDFSA14B0001/listing.html


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