CRM Future State Project Appraisal

The Natural History Museum ('NHM') intends to review its wider digital ecosystem in the future, as the current patchwork of systems may present opportunities for broader consolidation. However, the CRM Future State Project is specifically focused on assessing the CRM and Membership functionality delivered today by Silverbear and Dynamics 365.

The project will evaluate options for this capability, including standalone CRM solutions and the possibility of meeting requirements through a more unified platform. It will also consider whether certain CRM functions such as membership processing may be better placed elsewhere long term.

If the review identifies strong benefits to a wider consolidation strategy, its findings can feed into a future, larger scale digital transformation programme. For now, the priority is to address the immediate challenges and establish a clear, future proof understanding of the Museum’s CRM requirements, whether the eventual solution sits within a consolidated platform or remains a discrete system.

We are seeking understand technology suppliers and solutions with capability to meet the CRM, membership management and philanthropic fundraising requirements of a large museum group.

NHM has identified a number of solutions they would like to explore further and are looking to engage with organisations that provide these solutions. These are:

• Membership and philanthropy extensions for Microsoft Dynamics 365
• Enterprise CRM, Not for Profit and Philanthropy solutions
• CRM extensions for our existing ticketing platform
• A fully integrated membership, philanthropy and ticketing solution
• A membership transaction solution as part of an enterprise ticketing system

Suppliers with other potential solutions are also invited to respond to this notice.

To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/RAZ4544F89 . Interested parties should download the instruction document in the aforementioned link to access the MS form that requires completion.

*Please note that the value of this contract is not known at this stage. This market engagement is being undertaken to inform NHM’s understanding of the potential scope, options and indicative costs*

**PLEASE NOTE THAT THIS NOTICE HAS BEEN AMENDED TO: (A) CORRECT THE PROCEDURE FROM BELOW THRESHOLD TO ABOVE THRESHOLD; (B) ADD DETAILS AROUND CONTRACT VALUE; AND (C) PROVIDE THE LINK TO THE DELTA TENDERBOX WHICH INCLUDES INSTRUCTIONS AND THE LINK TO THE MS FORM INTERESTED PARTIES ARE REQUIRED TO COMPLETE**