# The Provision Of A Training Management / Customer Relationship Management System \(TMS/CRM\)

> Tender notice from UK public-sector procurement sources.

## Key facts

- Public buyer: [Health & Safety Executive](/buyers/health-safety-executive/contract-awards)
- Tender value: £1
- Published: 22 February 2024
- Planned start: 1 April 2024
- Planned end: 31 March 2027
- Stage: open_tender
- Procurement category: services
- Notice ID: fcff0f8e-14df-45d2-bb6f-dc548caa458b-725631
- OCID: ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef

## Description

HSE requires TMS/CRM that meets the following requirements: System/user functionality • Sales pipeline, enquiry and lead tracking functionality\. • Course management list providing users with a view of course title, date\(s\), locations and uptake\. • Option to add custom fields to courses and products \(e\.g\. category/ies, course owner, related task tracking etc\)\. • Ability to assign courses, leads and enquiries to users and create user-based task lists\. • Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information\. • Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc\. • Multiple payment method options \(i\.e\. credit / debit card and invoicing\), with the requirement to upload documents as part of the booking process \(i\.e\. copies of purchase orders for invoice payments\)\. • Ability to process an unlimited number of courses, delegates and client records\. • Ability to assign different levels of user permission / access, including viewing courses of specific categories, read-only access etc\. • Automated communications including booking confirmations / receipts, joining instructions and follow up emails\. HSE must be able to customise and add new templates for different courses and activities\. • Option to manually communicate en masse with delegates and clients by course or type, by email and/or SMS\. • Automatic generation of delegate certificates for batch printing and/or emailing, using HSE's own certificate template\(s\)\. • Ability to bulk upload / import customer and client records into the solution\. • Ability to extract / export / download all data from the solution at any time into a commonly readable format \(e\.g\. CSV, XLS etc\)\. • The following self-service reporting functionality\.\.\. o Standard / pre-built reports - including but not limited to course viability, delegate attendance, registration documents, financial performance, sales pipeline, customer information\. o Custom reports - customisable query fields including finance, invoicing, delegate and customer information, and custom fields such as customer type and course category\. o Reports exportable in formats such as XLS, CSV etc\. o Optional integration with HSE data reporting and visualiastion platforms \(i\.e\. Microsoft PowerBI\) Additional information: All tender documents are available via the HSE In-Tend supplier e-procurement portal\. All responses and requests for clarification must be submitted via the portal\. Registration is free of charge and can be completed via the following link: https://in-tendhost\.co\.uk/hse

## Related contract awards

- [HSE People Strategy](/contracts/ocds-b5fd17-5f418ff8-8ff6-4a97-bf61-1b7af2cf32b4): Health & Safety Executive
- [Rubrik - Data Backup Solutions](/contracts/ocds-b5fd17-c8fbb696-d360-478b-96be-b2401d1402c2): Health & Safety Executive
- [HSE Research, Evaluation & Insight \(REI\) Framework - Lot B](/contracts/ocds-b5fd17-d01ab489-0330-4c15-bef4-9ca2932d6287): Health & Safety Executive

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b-725631)