[{"data":1,"prerenderedAt":139},["ShallowReactive",2],{"blog-en-crm-erp-tender-public-procurement-process":3},{"id":4,"title":5,"body":6,"categories":118,"date":121,"description":12,"draft":122,"excerpt":123,"extension":124,"image":125,"lang":126,"meta":127,"modified":128,"navigation":129,"noindex":122,"path":130,"related":123,"seo":131,"seoDescription":132,"seoTitle":133,"slug":134,"sourcePath":135,"sourceRoute":123,"stem":136,"tags":123,"translated":122,"type":137,"wpId":123,"__hash__":138},"blog\u002Fen\u002Fblog\u002Fcrm-erp-tender-public-procurement-process.md","1Tool in a public procurement procedure",{"type":7,"value":8,"toc":108},"minimark",[9,13,18,21,25,28,32,35,54,57,61,64,68,71,75,101],[10,11,12],"p",{},"Many organizations with their own course, training or testing operations – for example in road safety, healthcare or vocational training – still manage contacts, course planning and billing in several separate systems. A public tender that reached us via a specialized procurement consultant was a textbook example of how such a selection process works in practice – and what really matters.",[14,15,17],"h2",{"id":16},"the-impetus-came-from-a-procurement-consultant-not-directly-from-the-contracting-authority","The impetus came from a procurement consultant, not directly from the contracting authority",[10,19,20],{},"Many larger tenders are not run directly between vendor and contracting authority but through specialized consultancies that structure the selection process and evaluate several vendors in parallel. For us, this meant a structured questionnaire instead of an informal initial meeting, and a clearly defined timetable with deadlines for each phase of the procedure.",[14,22,24],{"id":23},"the-requirement-licensing-by-user-category-not-by-total-number","The requirement: licensing by user category, not by total number",[10,26,27],{},"One special feature of this tender: the number of licences was not to be stated as a lump sum but broken down by user category – for example for specialist staff such as psychologists and separately for course instructors. That sounds trivial at first, but it changes the pricing of a bid considerably when a system is licensed modularly per user role, as is the case with 1Tool. Vendors with rigid flat-rate licensing models find it much harder to put together an economically suitable bid here.",[14,29,31],{"id":30},"the-questionnaire-what-exactly-was-asked","The questionnaire: what exactly was asked",[10,33,34],{},"In this case, the catalogue of requirements covered several areas that come up again and again in similar form at comparable organizations with course and testing operations:",[36,37,38,42,45,48,51],"ul",{},[39,40,41],"li",{},"Central contact and customer management including history",[39,43,44],{},"Course and appointment management with resource planning for trainers and rooms",[39,46,47],{},"Reporting and analysis functions for management",[39,49,50],{},"Data protection and permissions concept by user role",[39,52,53],{},"Interfaces to existing specialist systems",[10,55,56],{},"It was striking that detailed technical questions (e.g. specific field names) were only asked in a second round – the first written round mainly served as a basic check of functional suitability.",[14,58,60],{"id":59},"the-specialist-workshop-for-the-finalists","The specialist workshop for the finalists",[10,62,63],{},"Anyone who passes the first round is invited to an in-depth specialist workshop – in this case held remotely, with specific questions about the solution and the option of clarifying open points in a personal meeting. For us, this was the moment when a written bid turned into a real conversation about the organization’s actual processes. In practice, such workshops often have a greater influence on the award than the original written bid, because this is where the real usability and practical suitability of the solution become visible.",[14,65,67],{"id":66},"what-we-take-away-for-other-organizations-with-course-and-testing-operations","What we take away for other organizations with course and testing operations",[10,69,70],{},"Anyone looking for CRM\u002FERP software for an organization with course, training or testing operations should make sure from the very start of the tender that the licensing model is modular and user-based – this is exactly where isolated solutions generate the biggest hidden costs. Just as important: plan enough time for a specialist workshop after the written bidding phase instead of making the decision on paper alone.",[14,72,74],{"id":73},"frequently-asked-questions","Frequently asked questions",[10,76,77,81,84,85,88,90,91,94,96,97,100],{},[78,79,80],"strong",{},"How long does such a tender typically take?",[82,83],"br",{},"\nFrom the first enquiry to the final award decision, experience shows it takes several weeks to a few months – depending on how many vendors reach the final round and how many rounds of follow-up questions are needed.\n",[78,86,87],{},"Which modules are particularly relevant for organizations running courses?",[82,89],{},"\nIn practice, the most important are contact management, resource planning, seminar management and a permissions concept that distinguishes between specialist staff and administrative staff.\n",[78,92,93],{},"Can you also apply directly without a procurement consultant?",[82,95],{},"\nYes – many tenders can also be viewed directly on public procurement portals. A procurement consultant usually adds structure to the process but does not replace the option of applying directly.\n",[78,98,99],{},"Are you preparing a tender for your organization?"," Talk to us before you finalize the catalogue of requirements – the effort for everyone involved can often be reduced considerably.",[10,102,103],{},[104,105,107],"a",{"href":106},"\u002Fen\u002Fappointment-request\u002F","Book a demo",{"title":109,"searchDepth":110,"depth":110,"links":111},"",2,[112,113,114,115,116,117],{"id":16,"depth":110,"text":17},{"id":23,"depth":110,"text":24},{"id":30,"depth":110,"text":31},{"id":59,"depth":110,"text":60},{"id":66,"depth":110,"text":67},{"id":73,"depth":110,"text":74},[119,120],3329,4004,"2026-06-23T09:00:00",false,null,"md","\u002Fmedia\u002F2026\u002F07\u002Fimg-post1-ausschreibung-sicherheitsorganisation.jpg","en",{},"2026-07-23T20:58:45",true,"\u002Fen\u002Fblog\u002Fcrm-erp-tender-public-procurement-process",{"title":5,"description":12},"How does a public CRM\u002FERP tender work? A real example from course and testing operations: licensing model, questionnaire and selection workshop.","CRM\u002FERP tender: 1Tool in public procurement | 1Tool","crm-erp-tender-public-procurement-process","\u002Fen\u002Fblog\u002Fcrm-erp-tender-public-procurement-process\u002F","en\u002Fblog\u002Fcrm-erp-tender-public-procurement-process","posts","_1_PKfx_lpq_9g2jkhVgVvej-bBjOtSiL_QjWFwEXyc",1791582059649]