A loving home for every child

Invitation to submit a financial proposal

About SOS Children’s Villages Bangladesh:

SOS Children’s Villages Bangladesh is a non-governmental social development organisation which supports disadvantaged families to care for their children, and when children can no longer live with their own families, quality alternative care is provided through Family Like Care. It is an alternative care option where one or more professional caregivers provide care in largely autonomous small groups of children in a setting that is specifically created for this purpose and resembles a family environment. Family-like care is a distinct alternative care option and also recognised by the UN Guidelines for the Alternative Care of Children. SOS work is guided by the UN Guidelines for the Alternative Care of Children and is in the framework of the UN Convention on the Rights of the Child.

Terms of Reference (ToR)

Background:

The project aims to establish automation capabilities, customize Zoho CRM, migrate data from Salesforce, integrate third-party tools, automate workflows, and ensure data security.

1. The Service Provider agrees to provide consulting services to the Client for a period of 6 months starting from July 2024 to December 2024
2. The services to be provided include but are not limited to the following list of deliverables.

Deliverables:

• Donation/Payment Infrastructure: Proposed project for implementing a dedicated donation/payment infrastructure to improve conversion rates and donor experience. The project aims to design a donation flow based on global standards, provide multiple donation widgets, enable real-time conversion tracking and CRM updates, and create a dedicated workflow for cart abandonment. The infrastructure should be highly configurable and require no developer dependency.
• WhatsApp Marketing: The proposed WhatsApp Marketing project aims to leverage donor data for personalized messages, send dynamic campaigns, trigger targeted messages based on donor actions, and provide in-depth reports for data-driven decision-making. The project also includes rich campaign styling and scheduling targeted campaigns for different donor segments.
• Donor Reactivation Journey: The proposed Donor Reactivation Journey project aims to create a dedicated reactivation journey for donors using Email, Calling, and WhatsApp. It also includes a strategically designed journey from sporadic to committed donors, as well as LTV and behavior-based dynamic segmentation.
• Modular Landing Page System Proposed project for a modular landing page system in the Digital Fundraising department. The project aims to create easy-to-configure landing pages, optimize paid traffic conversion, track end-to-end funnels, enable quick campaign setup, enhance branding and user experience, improve speed and performance, integrate with Zoho applications, implement a dedicated workflow for cart abandonment, and enhance donor experience with a new donation widget infrastructure.
• Tele-calling Automation: Tele-calling automation project for the Digital Fundraising and Donor Service teams. The project includes features such as auto call logging, recording with AI summary and sentiment analysis, outbound call broadcast using IVRS, workflow-based calling, increased calling per agent, and accurate call insights.
• Knowledge Base & Self-Service:The proposed project aims to set up a knowledge base, FAQ, and article system for a self-service answer bot. The project outcomes include 24/7 support through the chatbot, quick and accurate answers to FAQs, a multilevel categorization system for efficient content retrieval, tracking of unanswered questions, and related resource suggestions. The tasks for the project are not mentioned in the document.
• Google Analytics: This project aims to improve tracking of user actions, configure Google Analytics 4 to analyze the user journey and optimize the donation form, and track the performance of conversion funnels for fundraising campaigns.
• KPI Dashboard to Track all modes of Donations, Marketing Channel ROI and Tele-calling Sales & Reactivation efficiency: KPI dashboard project to track donations, marketing channel ROI, and sales and reactivation efficiency. The project aims to create a centralized window for data from Zoho Apps and 3rd party applications, as well as custom-built KPI dashboards for team and organizational reporting.
• Corporate Fundraising on Zoho CRM: Similar to Digital fundraising setup on CRM we aim to have our entire corporate fundraising data and operation move to Zoho CRM as well. 
• Google Tag Manager Configuration: Google Tag Manager simplifies the management of tracking tags and pixels, allowing for easier maintenance, updates, and troubleshooting. It enables quick addition or modification of tracking pixels without developer involvement, asynchronously loads scripts for faster page load times, and provides preview and debugging features. It also offers pre-built tag templates, customizable access levels, and version control. Marketers and analysts can implement tags and updates with minimal developer resources.

Consultant Profile and Qualification: 

• Expert in Zoho CRM configuration
• Good understanding on NGOs for Fundraising related knowledge.
• Experience on Zoho CRM project implementation for non-profit

Terms and conditions:

• SOS Children’s Villages Bangladesh reserves the right to accept or reject any proposal without giving any verbal and or written rationale or whatsoever.
• SOS Children’s Villages Bangladesh reserves the right to monitor the quality and progress of the work during the assignment.
• Before payment, SOS Children’s Villages Bangladesh may review the outcomes of the work.
• Failure of delivering outputs before the set deadlines may result payment rejection or penalties. However, any delay of project submission (beyond timeline), project should be completed with additional time.

Payment Procedure:

• Payment will be disbursed in six installment based on the satisfactory completion of the project deliverables through bank transfer/Credit cards.
• Consultant will get the payment if the deliverable fulfill the required quality mentioned in the ToR.

Note: Tax and VAT will be deducted at source from the bills payable to the selected firm/individual. According the Bangladesh Tax and VAT rules.

Submission of Proposal:

Interested consultancy firm/consultant are requested to submit the proposals, including relevant experience, qualifications, methodology, timeline, and budget through soft copy to national.office@sos-bangladesh.org by July 07, 2024