Customer Relationship Management (CRM) software: FOI release

Information requested

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:

• HubSpot
• Salesforce
• Dynamics
• Other (Please specify)

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

I enclose a copy of the information you requested.

Does your organisation use Customer Relationship Management (CRM) software? (Example: HubSpot, Salesforce, Dynamics, Other, etc.)
Yes

If yes, please specify which CRM(s) are used by your organisation:
Salesforce

What license level/subscription does your organisation have?
Sales and Service Cloud - Enterprise Edition

What is the annual cost of your CRM system(s)?
£14,148.80

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

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

Does your CRM integrate with other systems within your organisation? (Example: finance systems, Other CRM Systems, etc.)
Yes 

If yes, please specify which other systems your CRM(s) are integrated with:
Email

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