Posted tagged ‘CRM’

The Third Quarter Release of MPX is Available for Your Production Environment!

September 30, 2011

Version 10.2.4288 is the official PCI Compliance release. All credit card numbers are now tokenized and are no longer stored in the database. Now when a credit card is entered into MPX, that number is sent to the payment processor for storage.

There were also over 60 enhancements made in this MPX release including the ability for the MPX user login process to use integrated Windows security. To enable this you need to set the following config setting both in the client and the server. Other highlights include distribution list updates, forms for postal code validations and exceptions, report enhancements, as well as a variety of donor and transaction screen updates that improve efficiency.

There is a change to downloading the MPX Release Version 10.2.4288 and it’s release notes. These can now be downloaded from Confluence, which requires a login. If you do not have a login, you can self-register. After you register, please email support@orangeleap.com and let them know your credentials so you can have the access to the MPX folders. Once you’ve signed up, you can access Confluence anytime or for a complete list of all changes and enhancements go directly to the MPX 10.2.4288 release files.

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Orange Leap On Demand v14 Demo

August 25, 2011

Orange Leap On Demand v14 is Here! What’s New?

August 19, 2011

We have made several improvements and incorporated new features throughout the product.  The following list highlights some of the major features and enhancements included in this release:

Redesigned user-interface 

A major improvement with Orange Leap On Demand has been the user interface.  All of the functionality is still available, however, how you access the information is redesigned to be easier and more user friendly.

Search Functionality

The search functionality is located in the same place — on the top right in the title bar area.  However, there are a couple of key improvements:

  1. Search Auto-complete — As before, the default search is a fuzzy text search, however, as you type results will start to display records that match what you are inputting.
  2. If the record you are looking for appears in the list, you can click on it to navigate directly to it.  If an exact match is not found, the constituent search results will display.

Import Functionality

The import functionality provides an auto-cleanse option to automatically cleanse the data and to resolve common formatting issues, such as dates and check box values, with imports. The check box associated with this feature is checked, by default. If you do not want to use the auto-cleanse feature and allow the import to work similar to how it was previously, you will need to uncheck the associated check box.

Events Module

Sections called Event Goals and Event Details have been added.  There are Event Goal Category and Event Attributes associated picklists for you to input the types of goals you might have for the event; there are also Event Goal Category Items and Event Attribute Details that have values dependent upon the Event Goal Category or Event Attribute Details that you selected. 

Sponsorship Module

Additional attribute grids are available on the sponsorable record, program, and home screens.  Their setup is similar to the additional constituent attributes.  There are picklists associated with each attribute list and attribute details can be added based on the selected attribute.

NEW Modules!

  • Prospect Research: We have a new module, Prospect Research, the purpose of which is to give you tools to help you understand your donors and potential major donors and their ability and probability to give.  This module will often be used in conjunction with complementary products such as Wealth Engine or Donor Tools.  If the module is enabled, it renders as an item under the Constituent’ Profile menu.

The Guru

  • Enhanced Charting: For all charts, you can now add a Title, Subtitle, an X-Axis Label, a Y-Axis Label, There are several new chart types supported, including 3D charts.
  • Enhanced Postal Radius Criteria: The Postal Radius custom filter criteria is now available on the Constituent & Primary Contact data source.

For a more in-depth review of all the product and feature enhancements log on to confluence and view our Orange Leap On Demand and Guru Feature Release pages.

Twitter, Cornbread, and a Powerful Customer Experience

May 14, 2009

A colleague sent me this article from CRM Outsiders blog which references a great Destination CRM Blog article about some innovative customer service from my former company, Gaylord Entertainment (that’s called a personal circular reference).

The point of the story is how Gaylord monitored a Twitter sent in their hotel about the authors desire for some cornbread, responded with a Twitter of where they could find cornbread, and then later, when the author stayed at a second Gaylord property, they were surprised by a nice selection of cornbreads and welcome by the Gaylord Hotels.

This is an example of the promise of great relationship management.  First, the ability to capture a real-time issue or need (in this example through social media), and second, to track that information over time and link it to other events (in this example a later visit to another property known by a good CRM tool).  

This is very impressive, especially for the size, scope, and multiple locations of the Gaylord properties.  Further, it highlights the value of social media and its interaction with great constituent management tools and how one without the other isn’t as effective.