Tag Archives: CRM

Purplewire Develops New System for On Point for College

Purplewire and On Point for College are pleased to announce the launch of On Point’s new Transportation Database system.

On Point for College (OPFC) is a Syracuse-based nonprofit organization that provides first-generation college students with a support structure to help them succeed in school, from the application process through post-graduation job search. One of the services provided by On Point is transportation to and from campus for students. The rides are often provided by volunteers. The process of managing the information about requested rides that need a driver, and getting the up-to-date information to the volunteer pool, is a labor intensive process. Previously this was done using a combination of spreadsheets and manually prepared emails. Purplewire saw an opportunity to streamline the process, and volunteered to help. The development and ongoing maintenance of this system have been donated to On Point by Purplewire free of charge.

“We’re very happy that Purplewire stepped forward to help us organize our transportation process”, says OPFC Deputy Executive Director Sam Rowser. “The new database system saves our staff a lot of time, makes collaboration with the volunteers easier, and gives us new ways to view current and historical information.”

The new system is based on Purplewire’s OppTuna™ web-based customer relationship management (CRM) system. Purplewire realized that the process of managing the information about volunteers and clients (students), and the activities (rides) assigned to volunteers on behalf of the students, are very similar to existing functions of the OppTuna CRM system. From that starting point, several features were added and modified to meet the unique needs of the nonprofit organization. The resulting system includes a facility for automatically generating email updates for the volunteers, and includes a “volunteer portal” interface that allows the volunteers to access data about the current list of rides requested, sign up to provide a ride, update their contact data, and review their history of previous rides provided.

Purplewire CEO Chung-Chi Cha says “We’ve been familiar with the good work On Point does for some time now, so we’re glad to have the opportunity to apply our technical expertise to helping them fulfill their extremely worthwhile mission.”

Jay Mortensen, the Purplewire CTO, adds “It was a pleasure to work with the crew at On Point, and we’re happy with way the system turned out. This project has really opened our eyes to some of the similarities and differences between commercial and nonprofit operations. We’re now exploring the market potential for a new version of OppTuna targeted towards volunteer-centered nonprofits. There are a number of companies that produce CRM systems for nonprofits (often called Consitituent rather than Customer Relationship Management in this space), but most are geared primarily towards the fund-raising aspect of nonprofit operations. That’s an important component to be sure, but we feel we can bring something new to the table in terms of helping streamline the nonprofit organization’s processes and collaboration with volunteers, thus freeing the operational staff to direct more of its energy towards the core mission.”

Nonprofits with any ideas, suggestions, or feature requests for such a system are encouraged to contact Purplewire through the website at http://www.purplewire.com. Purplewire will soon be accepting applications for beta testers who may be eligible to receive free implementations of the new system.

For more information:


LEADpiper has a new delivery option – send leads directly into recipient’s CRM

People who receive leads from LEADpiper can now “move” the lead they receive by email into their CRM with the push of a button. First-time user of the feature can enable this feature by providing a one-time authorization to connect with their CRM. The feature is currently available to users of Salesforce.com and OppTuna.

OppTuna Live Demo

Test drive our new “Live Demo”. Registration is quick and there are no strings attached — you don’t even need to give us your email address. The live demo site is loaded with some realistic looking (but fake!) data which is refreshed daily. Play around with it to get a feel for how OppTuna works.

LEADpiper launches new service for Salesforce.com users

A new set of tools are now available to turn LEADpiper instantly into a lead distribution engine for Salesforce.com users. The one-time LEADpiper-Salesforce integration is fast, easy and secure. Users can control and limit the type of Salesforce leads that are to be distributed through LEADpiper, and have new Salesforce leads ready in LEADpiper for distribution every day. The new leads can also be pre-matched for qualified sales individuals automatically, using rules that the user controls.

4theFile integration in OppTuna

Integration with 4theFile enables you to forward emails directly to an OppTuna issue or opportunity. more…

OppTuna Pipeline History

New Pipeline History report tracks pipeline stats like number of opps, total weighted and unweighted pipeline value over time.Includes graphical and tabular (spreadsheet) representations.

Pipeline History ScreenshotYou can find this feature under the Opportunities/Reports menu in your OppTuna install

older OppTuna news items

news items BB (before blog):

05.18.2010 > Opportunities can now have “Related Accounts” with roles like “supplier”, “subcontractor”, or “competitor”.

12.29.2009 > OppTuna is launched to the public. A new product — with a 10 year history of continuous improvement!

12.21.2009 > Constant Contact™ integration for easy preparation and management of email campaigns to your customers.

11.17.2009 > PW-CRM is now OppTuna!

10.12.2009 > PW-CRM3 is released — the 3rd generation of the PW-CRM system, with many interface enhancements and enhanced security.

Purplewire rolls out new channel organizer and communicator!

channelADMIN 4 is the ideal Channel Relations Management platform that lets you organize all your channel relationships quickly right out of the box, easily deploy the resource to your team, and begin communicating to partners right away, with features such as:

  • “State of the channel” dashboards.
  • Easy browsing/search through theaters, regions, partner types/specializations/certifications.
  • Delegating sales territories.
  • Personal distribution lists for email channel communications.

and much more….
You can also sign up for an online demo here.