Cloud-Based Slate Customer Relationship Management (CRM) Platform

The issuing agency is seeking a cloud-based Slate Customer Relationship Management (CRM) platform to support student recruitment and admissions. This solution must increase student applications, streamline admissions processes, improve processing efficiency, and enhance applicant conversion to enrolled students. The agency requires strategic guidance, operational support, and technical expertise to maximize the value of the platform and ensure its continued evolution. The scope of work covers post-implementation Slate CRM support, including operational sustainment, proactive advisory services, and best-practice guidance. The selected vendor must assist with continuous development, governance, and improvement of processes, including the conversion of form fields to system fields while retaining historical data. Additionally, the project requires testing, change control, go-live support, and video working sessions for kickoff, discovery, active work, monthly status reviews, and quarterly roadmap or health-check reviews. Eligible proponents must be onshore organizations based in Canada. The agency allows the performance of the work to be conducted either onsite or offsite. The agency is looking for proposals to determine the budget, and the resulting contract period will run for two years.