ABOUT US:
The Loudoun County Department of Economic Development is a full-service economic development organization under the structure of the Loudoun County government dedicated to recruiting new business, growing existing industries and improving the county’s business climate. Loudoun Economic Development has adopted the following statements as guiding principles:

Our Vision:
Our vision is a diverse and globally competitive Loudoun economy.

Our Mission:
To strengthen and diversify Loudoun’s economy by providing world class and innovative customer-focused services to attract, grow and retain targeted businesses of all sizes.

What is Needed:
A marketing automation software that will fully integrate with our approximately 35,000 to 40,000 contact records and 20,000 to 30,000 marketing contact records with 30 – 35 user profiles. Desired core competencies are listed below and a formatted RFP can be downloaded here: Marketing Automation CRM Services RFP

CRM Integration We currently use Salesforce Sales Cloud. Integration with this system is highly preferred. Website Integration Our website is built on WordPress CMS Email Designer Drag & Drop functionality Dynamic Content After Click Tracking A/B Testing Automation Features Visual Workflow Builder Unlimited Workflows Triggers & Filters Branching Workflows Time-Based Automations Personas Dynamic Lists Advanced Segmentation Dynamic Landing Pages Form Builder Drag & Drop functionality Dynamic Forms CSS for Branding Customized Fields Custom CTAs Auto-Complete Progressive Profiling Form Analytics Microsoft Teams Integration Meeting Scheduler Service provided to minimum of four seats Integration with Microsoft Outlook preferred

Contact Tracking Identify Anonymous Site Visitors Track Behavior of Known Leads Timeline of Lead Interaction Daily Email of Site Visitors Important Page Visit Tracking Landing Page Designer Drag & Drop Designer Dynamic Content Templates Mobile Responsive Blog Builder Drag & Drop Designer Dynamic Content Templates Advance Post Scheduling Social Sharing Widget Blog SEO Recommendations Social Media Management Social-CRM Integration Social Profiling Social Listening/Monitoring Social Publishing Content Calendar Automation Rules Based on Social Social Media Features Social-CRM Integration Social Profiling SMS Features Service provided to minimum of four seats

TIMELINE:
RFP Released: August 18, 2026
Responses Due: COB September 1, 2026

NEXT STEPS:
Interested parties should send proposals (or clarifying questions) via email to the contact listed below. Your proposal should include links to websites or other sources for viewing respondent’s portfolio and applicable references. Please address the core competencies listed above and the budget questions below, but otherwise please let Loudoun Economic Development know who you are, what you offer, and how you would approach such a project.

Please indicate any areas outlined above that you cannot fulfill and whether you utilize any partnerships or sub-contracting in your work. In addition, please note any contract language or terms and conditions you require to enter into a working agreement.

After receiving responses, the Department will narrow the selection to at least three respondents, who may be requested to attend separate introductory meetings (virtual or in person at Loudoun Economic Development’s offices) for questions, clarification, and familiarity before further internal discussions and a final decision. All decisions and final timelines are subject to the purchasing and procurement rules of Loudoun County, but the Department’s goal is to have a contract in place to begin work on January 1, 2027.

BUDGET:
In their proposals, it is requested that all respondents include all-inclusive pricing for functionality requested above pertaining to core competencies, as well as payment terms. If certain core competencies above require add-ons above base service, please provide line-item pricing that shows base service and any add-ons that deliver the full requested package. The proposal should provide pricing for a minimum one year term, with two options for renewal.

CONTACT:
Any questions relative to this request and all responses should be directed to Mark Armentrout, mark.armentrout@loudoun.gov.