Issue - meetings
PROCUREMENT OF CORPORATE CRM AND CASE MANAGEMENT SYSTEM
Meeting: 03/12/2024 - Cabinet (Item 6)
6 PROCUREMENT OF CORPORATE CRM AND CASE MANAGEMENT SYSTEM 
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Decision:
(i) That the Chief Executive in consultation with the Portfolio Holder for One Council, People and Partnerships be authorised to enter into a contract by direct award to procure a suitable, modern CRM system.
(ii) That the Chief Executive in consultation with the Portfolio Holder for One Council, People and Partnerships, be authorised to enter into a contract by direct award with a suitably qualified CRM partner to design, deliver and support the CRM programme.
(iii) That the implementation of a single CRM and case management solution across all Council services, be approved.
Minutes:
The Leader introduced a report seeking approval to procure a corporate CRM and Case Management System alongside a suitable partner to support the Council to deliver the programme.
A confidential report was attached that went into more detail about the partner and funding.
The Leader stated that he welcomed this as a means of continuing to improve Customer Services in the Council and to make savings which would hopefully be reflected in next year’s budget setting process.
Resolved: (i) That the Chief Executive in consultation with the Portfolio
Holder for One Council, People and Partnerships be authorised to enter into a contract by direct award to procure a suitable, modern CRM system.
(ii) That the Chief Executive in consultation with the Portfolio Holder for One Council, People and Partnerships, be authorised to enter into a contract by direct award with a suitably qualified CRM partner to design, deliver and support the CRM programme.
(iii) That the implementation of a single CRM and case management solution across all Council services, be approved.