Request for Tender: CRM Audit and Data Strategy Development

Background Information

The Asthma Society of Ireland is the national representative body for people with asthma in Ireland, advocating for the approximately 450,000 people living with the condition. As a not-for-profit organisation operating for over 50 years, our mission is to ensure that everyone with asthma in Ireland can live a full life, symptom-free.

We are currently seeking proposals from vendors experienced in Salesforce for the charity sector to conduct a CRM audit and develop a data strategy. Our organisation has been using Salesforce for 15 years across our Patient Services, Fundraising, and Finance teams, but due to inconsistent processes and a lack of integration, our data is in need of restructuring. We require an assessment of our current setup and a strategic plan to ensure our CRM meets our evolving needs.

Closing Date:
28/02/2025

Contact Details:
For any queries, please contact:
Phaedra Vlahos
Email: Phaedra.vlahos@asthmasociety.ie

Project Budget:
€3,500 (inclusive of VAT)

Project Timeline:
Completion by end of March 2025

Scope of Work:

We require support for:

• CRM Audit: Reviewing our current Salesforce setup, identifying gaps, and assessing whether it meets our needs.
• Data Strategy Development: Recommendations on CRM improvements, potential system integrations, and best practices for data management.
• Training: Ensuring CRM users have clear guidelines and documentation for clean and reliable data management.

Proposal Requirements

Interested vendors should include the following in their proposal:

• Overview of the company and relevant experience
• Approach to meeting project objectives
• Brief outline of the proposed strategy
• Timeline from project kickoff to completion
• Team details
• Pricing with line-item breakdown (including VAT) and payment schedule
• Terms & Conditions

Evaluation Criteria

Proposals will be evaluated based on the vendor’s experience, portfolio, proposed approach, team expertise, and cost.

How to Apply

Please submit your proposal by 28/02/2025 to Phaedra.vlahos@asthmasociety.ie.