Development of an EEF CRM system: call for proposals

The EEF are accepting proposals to develop a Customer Relationship Management (CRM) system for the purpose of grant management. We expect that this solution will use Salesforce, however we are open to other options. The CRM system will be used to accurately monitor and report on EEF projects and their accompanying evaluations. We would like this system to be used going forward as well as to record information about previously granted studies. As our portfolio of EEF funded projects continues to grow we require an effective and robust CRM system for the administration of grants and day to day management of projects and evaluations. This needs to incorporate an end-to-end grant management process from application to ongoing monitoring and reporting.

Please see the document below for information.

If you have any questions or points of clarification, please contact Ellen Smith and Karishma Gohil.

Please submit your proposal to Ellen Smith and Karishma Gohil 12:00 on 4 October 2021. 

  1. Updated: 8th September, 2021

    Development of an EEF CRM system: Application guidance