CRM Architecture Systems Integration & Ops Support

Invest Puerto Rico seeks a qualified consulting firm to overhaul and sustain its Customer Relationship Management (CRM) ecosystem. The contractor will clean and normalize CRM data, integrate a suite of marketing, advertising, sales‑enablement, and scheduling tools, and provide ongoing operational support and user training. The effort spans from September 2026 through June 2027, with a focus on delivering documented architecture, SOPs, and continuous technical assistance. • Data‑quality review, field standardization, and remediation of the existing CRM database. • Design and implementation of seamless integrations across marketing automation, paid‑media, sales‑enablement, and scheduling platforms. • Ongoing admin support, troubleshooting, and user enablement—including training sessions, manuals, and monthly support logs.