RFP 5930 - Marketing Automation Platform RFP 5931 - Customer Relations Management (CRM) System IFB 5932 - Hyperspectral Sensor System

Agency: Southeast Missouri State University
State: Missouri
Type of Government: State & Local
NAICS Category:
  • 541511 - Custom Computer Programming Services
  • 541512 - Computer Systems Design Services
  • 541519 - Other Computer Related Services
  • 541618 - Other Management Consulting Services
Posted Date: Apr 16, 2019
Due Date: May 7, 2019
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
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Description:

Southeast Missouri State University is requesting proposals from qualified vendors for a Marketing Automation Platform system.

Proposals must be received by:

Tuesday May 7, 2019, at 3:30 p.m.

Buyer:

Mike Murphy

Offerors Instructions:

Offerors may download the following RFP. Responses must be submitted in a sealed package and received at the address indicated no later than the closing date and time. Faxed or emailed proposals will not be accepted. It shall be the offeror's responsibility to be sure he/she is in receipt of all official amendments and/or modifications, if any are issued.

Official RFP Documentation

RFP 5930

Attachment Preview

REQUEST FOR PROPOSAL 5930
TITLE:
MARKETING AUTOMATION PLATFORM
DATE:
APRIL 9, 2019
BUYER:
MIKE MURPHY
BUYER
EMAIL:
PHONE:
mmurphy@semo.edu
(573) 651-2588
PROPOSAL MUST BE RECEIVED NO LATER THAN:
DATE:
MAY 7, 2019
TIME:
3:30 P.M.
DELIVERY INSTRUCTIONS
For USPS/FedEx/UPS, etc.
Bids must be mailed to:
Purchasing Department
Southeast Missouri State University
One University Plaza, Mail Stop 3280
Cape Girardeau, MO 63701
OR delivered by bidder to:
Purchasing Department
Academic Hall Room 200F
Normal Avenue
Cape Girardeau, MO 63701
The notice of award is made subject to availability and appropriation of funds, as specified in the Request for
Proposal, and the selection of the offeror is made in accordance with all applicable public procurement laws.
MUST BE SIGNED TO BE VALID
The offeror hereby agrees to furnish items and/or services, at the firm, fixed prices quoted, pursuant to all requirements
and specifications contained herein, upon either the receipt of an authorized purchase order from the Purchasing
Department or when this document is countersigned by the Purchasing Department as a binding contract, and further
agrees that the language of this document shall govern in the event of a conflict with his or her proposal.
AUTHORIZED SIGNATURE
PRINTED NAME/TITLE
COMPANY NAME
CURRENT DATE
MAILING ADDRESS
TELEPHONE NUMBER/EXT.
CITY
CONTACT PERSON
STATE
CONTACT PERSON EMAIL ADDRESS
ZIP CODE
FACSIMILE NUMBER
DELIVERY DATE:_________DAYS ARO, FOB DESTINATION
PROMPT PAYMENT TERMS:_____% _____DAYS NET_____DAYS
NOTICE OF AWARD (SOUTHEAST MISSOURI STATE UNIVERSITY USE ONLY)
AUTHORIZED SIGNATURE FOR SOUTHEAST MISSOURI STATE UNIVERSITY
DATE
SOUTHEAST MISSOURI STATE UNIVERSITY
MARKETING AUTOMATION PLATFORM
REQUEST FOR PROPOSAL 5930
TABLE OF CONTENTS
Request for Proposal Cover Sheet ................................................................................... page 1
Table of Contents ..............................................................................................................page 2
Introduction and Background Information ......................................................................... page 3
Scope of Services .............................................................................................................page 4
General Contractual Requirements .................................................................................page 15
Offeror's Information .......................................................................................................page 18
Attachment 1 – Evaluation Criteria
Attachment 2 – Vendor Business Information
Attachment 3 – Affidavit of Work Authorization
Terms and Conditions (10/09/2018)
2
SOUTHEAST MISSOURI STATE UNIVERSITY
MARKETING AUTOMATION PLATFORM
REQUEST FOR PROPOSAL 5930
BACKGROUND AND INTRODUCTORY INFORMATION
Southeast Missouri State University (hereinafter referred to as “University” or “Southeast”) desires
to obtain proposals from qualified organizations to provide a marketing automation platform, in
accordance with all terms and conditions contained in this Request for Proposal document.
1. Southeast Missouri State University (hereinafter referred to as “University” or “Southeast”)
desires to obtain proposals from qualified organizations to provide a marketing automation
platform, in accordance with all terms and conditions contained in this Request for
Proposal document.
2. The University is a regional public comprehensive university located in Cape Girardeau,
Missouri. The University's community consists of approximately 10,100 undergraduate
students,1,000 graduate students, and 1,050 full and part-time faculty and staff. The
University has a dedicated in-house marketing team that manages the Southeast brand
and produces or manages the production of all marketing collateral and strategic
marketing planning for the University. The University established new branding/messaging
strategy in 2014 and is seeking a marketing automation platform to streamline marketing
and improve tracking and analytics capabilities to increase ROI.
3. The University anticipates awarding a contract for a platform as a result of this Request for
Proposal, which allows for an initial contract period of one (1) year with the option of four (4)
additional one-year periods in accordance with all terms and conditions as specified herein.
4. In February 2019, Southeast launched the Strategic Enrollment Planning effort, Enhancing
Recruitment and Student Success, 2019-2023. Presently, the University is developing an
enrollment plan that will focus on five institutional priorities, including: 1) enhancing
recruitment, 2) market-based program prioritization, 3) expanding and enhancing program
delivery, 4) optimizing net tuition revenue, and 5) supporting student persistence and
completion. To support enhanced recruitment, the University plans to invest in a
complementary suite of products and services proven to optimize market reach,
penetration, and yield. In addition to this Request for Proposal, Southeast is issuing RFPs
to evaluate enrollment service providers, a website redesign, and customer relations
management software.
5. RFP and Project Timeline:
5.1 The University's anticipated time frame for this RFP process is as follows:
Issue RFP: April 9, 2019
RFP Closing Date: May 7, 2019
Offeror Presentations: May 23-30, 2019 (Excluding weekends and Memorial Day)
Contract Award Date: June 1, 2019
5.2 The University desires to “go live” with the selected marketing automation platform
(MAP) in Fall 2019.
.
3
SOUTHEAST MISSOURI STATE UNIVERSITY
MARKETING AUTOMATION PLATFORM
REQUEST FOR PROPOSAL 5930
SCOPE OF SERVICES
The contractor must provide a marketing automation platform (MAP) for Southeast Missouri State
University in accordance with the terms and conditions specified herein.
Southeast’s goal for the MAP is to allow the University to deliver personalized, targeted communications
while measuring which channels and programs are most effective. Southeast seeks a platform that
addresses the following objectives:
Deliver personalized and targeted communications to provide a better experience and fulfill
the University’s brand promise of personal support and attention.
Measure all marketing programs and house data to determine which campaigns are the most
effective and provide the best return on investment.
Increase lead generation for best fit students to impact enrollment.
Provide automated communications and personalized marketing tactics based on real-time
behavior across channels for more efficient staff workflows.
Provide ease of use for the marketing team to execute and support the platform.
Each of the following headings contain sections on required specifications of the system, preferred
specifications of the system, and/or requests for explanation about specifications of the system.
Please provide succinct responses. The Offeror must address all inquiries for full consideration.
1. Brand Recognition
1.1 Required Specifications – The marketing automation platform must:
1.1.1 Support a multi-channel marketing approach
1.1.2 Brand content URLs
1.2 Preferred Specifications – The marketing automation platform should:
1.2.1 Assist with brand reputation analysis
2. Campaign Management and Lead Nurturing
2.1 Required Specifications – The marketing automation platform must:
2.1.1 Offer strategic, longer-term drip-style campaigns
2.1.2 Have the ability to split lists and add decision-based choices within workflow
steps
2.1.3 Use campaigns which use a segmentation that has been created outside of
the campaign
2.1.4 Be able to clone an entire marketing program with multiple emails, landing
pages, links, and segments intact
2.1.5 Be able to input the location, date, and time of a marketing program once and
have these fields automatically populate to every relevant email and landing
page associated with that program
2.1.6 Support both batch and triggered campaigns
2.1.7 Trigger a response to buyer behavior in real time, not just based on campaign
schedule (Please describe the types of triggers available for use in the
campaign workflow in your response.)
4
2.1.8 Collect lead intelligence data about a lead’s interests, behaviors, and/or level
of activity on Southeast’s website
2.1.9 Have the ability to change an individual step within an activated campaign
without disrupting the campaign
2.1.10 Be able to organize landing pages, emails, and other assets in an easily
navigable folder structure according to marketing program or initiative
2.2 Preferred Specifications – The marketing automation platform should:
2.2.1 Have an auto complete feature that suggests a campaign or field name
2.2.2 Include a pre-built library of best practice marketing programs within the
application, including attached email and landing page templates (If so, please
describe the types of programs which are included in the library.)
2.2.3 Allow for prioritization of campaigns
2.2.4 Contain a drag and drop interface for workflow editing
2.2.5 Have the capability to use lead scores to automatically add a lead to a
nurturing campaign
2.3 Explanation of Specifications
2.3.1 Describe the types of campaigns available in the platform.
2.3.2 Describe the business process and workflow capabilities.
2.3.3 Describe what differentiates your company’s platform from your industry’s
competitors when using your platform.
3. Social Media, Mobile, & Paid Media Marketing
3.1 Required Specifications – The marketing automation platform must:
3.1.1 Offer the ability to perform retargeting
3.1.2 Offer the ability to speak to “look alike” audiences
3.1.3 Support integration with Google AdWords or Google Analytics
3.1.4 Allow for creation of keyword monitoring streams
3.1.5 Have the ability to synchronize lists of leads with audiences of Facebook ad
campaigns
3.2 Preferred Specifications – The marketing automation platform should:
3.2.1 Accept and use data points shared from social media and update individual
records
3.2.2 Provide a URL shortener and include tracking features
3.2.3 Offer Search Engine Optimization (SEO) functionality
3.2.4 Provide functionality for a single record to store data from various social
integrations
3.2.5 Offer SMS texting capabilities
3.2.6 Support an SMS-only campaign
3.2.7 Incorporate an SMS text message step into a cross channel, or omni-channel,
campaign
3.2.8 Offer a feature for SMS text messages or app notifications to be sent in real
time
3.2.9 Offer a feature for SMS text messages or app notifications to be personalized
with data stored on individual records
3.2.10 Perform delivery of SMS text messages
3.2.11 Offer the ability to create, schedule, and publish social media posts
3.2.12 Offer the ability to schedule social media posts
3.2.13 Initiate and continue conversations across multiple social networks without
leaving the marketing automation platform
3.2.14 Publish messages, monitor streams, and stay connected to social media on
mobile devices
5

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