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Use of CRM software (2023)

File ref: F23-408

Date of Response: 14/08/2023

 

Request

  1. Does your organisation use Customer Relationship Management (CRM) software? (Example: HubSpot, Salesforce, Dynamics, Other, etc.)
  2. If yes, please specify which CRM(s) are used by your organisation
  3. What license level/subscription does your organisation have?
  4. What is the annual cost of your CRM system(s)?
  5. List any job roles by (job title) within your organisation that communicate with contacts via the CRM(s) system?
  6. Does your organisation work with any external agencies to manage the CRM?
  7. Does your CRM integrate with other systems within your organisation? (Example: finance systems, Other CRM Systems, etc.)
  8. If yes, please specify which other systems your CRM(s) are integrated with

 

 

 

Response

1) Does your organisation use Customer Relationship Management (CRM) software? (Example: HubSpot, Salesforce, Dynamics, Other, etc.)
And
2) If yes, please specify which CRM(s) are used by your organisation:

This information is held by the House of Commons. The House uses Dynamics CRM software.

3) What license level/subscription does your organisation have?

This information is held by the House of Commons. The House has a Customer Enterprise Plan.

4) What is the annual cost of your CRM system(s)?

Some information is held by the House of Commons regarding this part of your request. We hold the annual license costs for our CRM system, and this is £64,357 exc VAT in total.

5) List any job roles by (job title) within your organisation that communicate with contacts via the CRM(s) system?

This information is held by the House of Commons. The job roles that communicate with contacts via our CRM system are:

Monitoring and Evaluation Officer
Communications Officer
Programme Officer
International Relations Officer
Project Manager
Business Support Officer
Enquiry Service Officer

6) Does your organisation work with any external agencies to manage the CRM?

This information is held by the House of Commons. We do not work with any external agencies to manage our CRM.

7) Does your CRM integrate with other systems within your organisation? (Example: finance systems, Other CRM Systems, etc.)
and
8) If yes, please specify which other systems your CRM(s) are integrated with

This information is held by the House of Commons. We do not integrate our CRM with other systems.