www.orangeboyinc.com [email protected] Savannah Overview Copyright © OrangeBoy, Inc. 2015 All Rights Reserved Overview OrangeBoy's web-based customer intelligence software as a service (SaaS) solution Savannah® provides a powerful platform “With the assistance of our to help your library take strategic action. Savannah integrates OrangeBoy analyst, my team library customer and organizational data to provide meaningful was able to pull data easily [from insights to inform decision-making, connect with customers and Savannah] to meet a tight measure results. This analytics-driven management solution proposal deadline and ultimately helps: secure a seven-figure gift from a Better Serve Your Customers and Your Community local foundation.” Gary Shaffer, CEO, Tulsa City-County Deliver measurable and highly-targeted messages valued by Library customers. Invest in the resources customers want by using customer insights and direct feedback to shape your services. Save Money and Time Allocate resources with confidence using real-time customer utilization metrics and analytics tools. “The result of findings using Manage discrete data sources with one powerful tool that is Savannah’s query builder feature easy to use. led to a new, larger library location Set customer communications and feedback to autopilot. in Grain Valley with dedicated Measure Impact and Tell Your Story programming space, more computers and an expanded Demonstrate value to key stakeholders using an online children’s area.” dashboard and analytics to measure impact and Jim Staley, Marketing and organizational performance. Communications Director Mid-Continent Public Library Savannah Overview 2 Access and Features Measurement Dashboard Dashboard visualizations, updated weekly, provide actionable data as an effective means to understand where your organization is in relation to its objectives. Savannah’s Measurement Dashboard provides metrics to measure organizational outcomes and goals. It also allows your library to benchmark organizational performance against other Savannah libraries. The Measurement Dashboard is configured with up to eight metrics (visualizations) that align with the library’s goals using a selection of metrics recommended by OrangeBoy. Combined with Advanced Analytics and the Customers and Contact Manager, the Measurement Dashboard provides unparalleled tools designed to drive better decisions and results. Messaging Create, automate and deliver unlimited, highly-targeted email communications to library customers. Unique messages can be created in plain text or HTML. The Savannah message creator features templates with different column and header configurations, simply click to add content. All Savannah templates are optimized for mobile across all devices. Users can set up and send recurring messages using saved smart lists from search queries in the Customers and Contact Manager, and set messages to send on scheduled intervals. Messaging results include statistics about open rates, click-throughs, unsubscribes, mobile device views and bounces. Conversion rates can be viewed in Advanced Analytics—one of the powerful benefits of the integrated platform-allowing libraries to understand which email messages directly result in library use. Advanced Analytics Build ad hoc reports using the Advanced Analytics functions. Advanced Analytics allows end users to tap into the system’s backend integrated database, providing answers to specific questions or ways to measure the organization’s interactions with customers. Results can be exported as a report or spreadsheet, saved to be viewed regularly or shared with other stakeholders in the organization. Advanced Analytics training opportunities are provided so end users can realize the power of Savannah’s data mining capabilities. Savannah Overview 3 Customers and Contact Manager (A simple query builder that accompanies Messaging and complements the analytical tools.) Use the Customer and Contact Manager to perform lightweight, quick analyses or create queries to use as email lists in Messaging. The Customers and Contact Manager features dynamic smart list functions based on characteristics that Savannah users define and save to automate messages. It also allows for the manual entry of new records, as well as the use of tags to import, mark, organize and message to various constituent groups. Stakeholder groups such as donors, volunteers or Friends of the Library lists can be matched with existing library customer records to enrich records. Mapping Mapping adds dynamic visualization to queries in the Customers and Contact Manager. Mapping takes addresses from Savannah and plots them on a map in the form of household pins. Libraries can look at customers by cluster or by other characteristics stored in Savannah on the map. Savannah Overview 4 Customer Feedback Collect direct customer feedback using Savannah’s powerful targeting capabilities with surveys sent through Messaging. Evaluate programs, services, customer needs and community impact. Survey results and data are viewable in real-time by cluster, system wide or branch location, and other searchable variables set up by OrangeBoy. OrangeBoy works with the library to configure surveys and view results using a selection of ready-to-use, library industry templates. Surveys are available in English with other language options. OrangeBoy translation services and custom survey programming are available for a nominal fee. Net Promoter Score (NPS) This measure is available as a template in Customer Feedback. Used in many industries outside the library sector, NPS allows libraries to evaluate customer loyalty on an automated ongoing basis. Savannah users can identify loyal customers or unsatisfied ones. An automated message with a link to a survey sends to randomly selected customers following a recent library experience. The NPS is calculated based on the percentage of Promoters, less the percentage of Detractors, with the response to the question, “How likely are you to recommend the library to others?” Promoters are devoted loyalist and detractors are dissatisfied customers. Evaluating NPS scores by cluster, location and activity allows users to develop an ongoing understanding of customer allegiance and indicates growth opportunities. Extensive research has shown that high NPS is an indicator of market performance. Managing your organization to improve NPS will also improve your organization’s performance. Benchmarking with other Savannah libraries is also available. Knowledge Base Savannah’s Knowledge Base is the help section of the site and serves as the user manual. It features a searchable database filled with articles about best practices and Savannah use with real library examples. Savannah Overview 5 Community Community is an online social network in Savannah that connects users on the platform. Share ideas or templates and tap into the knowledge of other users by asking questions. The Community offers opportunities to meet online or in person at scheduled user groups throughout the year. OrangeBoy Analysts The library has access to an OrangeBoy analyst to assist with Savannah set-up, implementation and queries, and to answer questions. Web-Based Training OrangeBoy offers a variety of free online training sessions included with the service to meet the needs of users in various departments within the library, including Savannah 101, Messaging, Analytics 1 and Analytics 2, as well as other customer engagement topics. Pricing The Savannah platform is accessible as a two-year minimum commitment, payable monthly, quarterly or annually. Acceptable payment methods include check, EFT or credit card. Access can be combined with other consulting services or onsite training to create a custom package for your organization. Contact OrangeBoy for pricing and more information. Savannah Overview 6
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