Marketing Suite (TPR Comms management platform)

The Pensions Regulator requires a marketing suite (a SaaS based platform/solution to replace the current solution architecture) which TPR's Automatic Enrolment (AE) Comms team can use to create, edit, publish and produce all official direct to employer outbound email, whitemail and SMS. The marketing suite also

needs to allow users to segment the email, whitemail and SMS templates into various mailing lists which then can be used to design, execute and monitor workflow funnels for all files.

Please note that whilst initially the team using this solution will be TPR's AE Comms team, there is the possibility that the solution will be adopted by additional TPR teams during the Contract Period.

The suite must process data selections from TPR's CRM system which is currently Microsoft Dynamics 365 (please note TPR's CRM solution may change during the Contract Period) which create files that are processed both manually and in an automated fashion to TPR's communication channel provider(s). The

file processing must take place in a timely fashion running in real time and to ensure TPR's communication channel provider(s) can issue communications according to agreed scheduling.

More information is available within the procurement documents.