CRM Architecture Systems Integration & Ops Support

Invest Puerto Rico is seeking a qualified CRM consulting firm to clean, normalize, and optimize its CRM data architecture, integrate multiple marketing and sales platforms, and provide ongoing technical operations support and training. The effort includes data health review, workflow and integration redesign, documentation of SOPs, user training, and month‑to‑month support through June 2027. The contract will be awarded early September with work commencing mid‑September. • Data architecture review, field standardization, and remediation of CRM data. • Integration and workflow optimization across marketing automation, paid‑media tracking, sales enablement, and third‑party tools. • Ongoing admin support, troubleshooting, and user training with detailed SOPs and manuals. • Deliverables include health review reports, architecture diagrams, SOPs, training sessions, and monthly support logs. • Evaluation based on capability (50 %), cost (20 %), work product examples (20 %), and references (10 %).