CRM Scoping Consultancy
Art UK is looking for a consultant or agency who can help us to identify all of our personal data needs, leading to the creation of a requirement specification for an appropriate solution which addresses all of our varied needs. This will be used for further funding applications and commissioning.
The consultant will be required to:
- Carry out an audit of existing Art UK CRM and CRM-like systems
- Meet with all departments involved in external communications and personal data processing to understand varied needs
- Understand and recommend how Art UK can better link contact records across its various systems and suggest a potential rationalisation of existing systems
- Provide Art UK with a clear sense of the potential marketing and user benefits that might be reaped through a well-designed CRM solution
- Produce a requirement specification for a new CRM system or set of systems appropriate for Art UK’s varied needs in consultation with Art UK staff
The consultant must have:
- Strong familiarity with all major off-the-shelf CRM systems and selected custom-built solutions
- Experience in creating a requirement specification for CRM systems for charities and/or heritage organisations
- Excellent IT skills
- First-class written and spoken communication skills and the confidence to engage effectively with a range of people
- Self-motivation and reliability
Proposal to Tender
The consultant’s proposal to tender for this work should be no longer than four pages of text (not including a CV, which can also be attached).
The tender should include details of:
- A methodology explaining how the brief requirements will be delivered
- The relevant experience and competency possessed by the consultant and other personnel who will work on the project
- Previous experience relevant to this contract – examples of at least two specific projects should be cited giving reasons why this experience is relevant. Demonstrating any experience of similar National Lottery-funded projects would be desirable.
- Two references from clients of similar work
- Information on the consultant’s professional indemnity insurance
Please send your tender to recruitment@artuk.org by 9am on Tuesday 2nd April 2024. Interviews will be held via video call on 4th and 5th April 2024.
Payment terms
The budget for this work is £7,500 (+ VAT), inclusive of expenses.
Payment dates will be agreed with the appointed consultant or agency.
Appointment Terms
The consultant will be appointed for six months in the first year of the project.
To view full details, please visit our website: https://artuk.org/about/jobs