Loading contract…
BETAThis is a new independent transparency project, not an official government website. The data is sourced from public registers and may contain errors, so always verify against the official source. If you find a problem, please report it here.
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:
No supplier information available.