MemberPoint Reviews (archived)

NOTE:
These reviews represent a product previously offered by Protech. This product is no longer being sold and therefore the reviews have been archived on this page. 

 

” MemberPoint Protect Services” May 25, 2016

Customer Service

Ease of Use

Reliability

Customization

“MemberPoint has been a challenge from day 1. While it has unlimited capabilities, every single small task seems is difficult to do. Reports are a nightmare. You really should be a data analyst by trade to use this software.“

End User of the Product for: 4-7 years |  Job Role: Marketing | Industry: Healthcare | Membership Type: Trade Membership|  Membership Size: 101-500

 

“MemberPoint” Feb. 25, 2015

Customer Service

Ease of Use

Reliability

Customization

“MemberPoint is part of ProTech. They are discontinuing our service and we most likely will not renew. The AMS has limited fields that are can be customized, it is not very user-friendly, and tech support is limited. It gets the job done, just not seamlessly.“

Job Role: Membership, Customer Service, Data Entry

End User of Product for: 1-3 years

 

 “Protech’s MemberPoint Solution” Sept. 19, 2014

Customer Service

Ease of Use

Reliability

Customization

“MemberPoint is the “out of the box” Microsoft CRM based solution that Protech sold to customers over the last few years. As of early 2014 they are no longer selling this solution, although they are providing support to all the organizations that originally signed up and are offering an upgrade path (although it is a bit pricey). We selected MemberPoint (MP) because it was cloud based, the user environment was very familiar (Microsoft), the solution met all of our minimum criteria (email rosters/lists, member dues, SharePoint integration, event management, member directory, marketing tools, etc. ), Protech provided extensive training, and it came at a reasonable cost. Before selecting MemberPoint we had researched and demoed 12 different products.

Our organization moved from 5 disparate data systems to one centralized system. All of our contacts resided in Microsoft Exchange so the data migration for us was a bit cumbersome and pretty big lift for the staff person that was responsible for organizing the data into the preferred migration format. Likewise, even though the system was on a Microsoft platform, there was still a significant learning curve for staff that need to use this system day in and day out. Highly recommend you not take on an effort like this unless you have a dedicated IT staff person or you schedule it around your slowest period of the year. Expect at least a 15 day interruption, although each system’s implementation process is different.

We really like MP for the basics including contact management, tracking officers and chairs, meeting scheduling, processing dues and registrations, and as a member directory. The SharePoint integration was well done but our membership didn’t take to it the way we had hoped.

The biggest challenges for us related to day to day emailing. We previously had our own Microsoft Exchange Server, so emailing large groups was relatively easy. Just two clicks to send a message with an attachment to a large list. MemberPoint has several ways to send off emails but known of them take less than 8 clicks and none of them allows you to send an attachment. We ended up having to either export the email roster list to excel and then copy into outlook or create a link to the attachment. In the end, linking offered us data transfer savings as well.

Another big challenge for us has been browser compatibility. Protech did not ensure MP’s upgrades matched Microsoft’s CRM upgrades. The original MP was built on CRM 4.0 and Microsoft has moved on to new CRM products. Unfortunately, this means some of the tools/functions use deprecated code and the newer browsers do not recognize the programming. This results in my organization having to remain on IE 9.0. We cannot upgrade or we lose access to our AMS. More importantly, we cannot purchase computers with Windows 8 or beyond as there is no way to install IE 9 on those machines. Protech has confirmed this issue and we are stuck until we choose another solution or pay the pricey Protech upgrade.

Another challenge for us related to credentialing. Both SharePoint and event registration requires the member to maintain a login and password. This was not necessarily a big deal but if the member’s email address changed, my staff had to go to customer service to change it. This was a known glitch in MP and was supposed to be worked out but so far it has not been resolved.

If MP was still sold as a solution, the only way we could recommend it is if they solved their own CRM upgrade issues so we could move forward with a newer browsers. The other challenges were disappointing but we had found way to live with them. We were originally told that our upgrades would come with the monthly licensing, which never really materialized.”

Job Role: Executive Management, Strategic Planning, Governance

 

 “Untitled” June 18, 2014

Customer Service

Ease of Use

Reliability

Customization

“MemberPoint has been a great Membership Software for the price however it does not incorporate conference proposal software and that is an impoprtant function for us. We also would like more tracking of member engagement.

The implementation was fantastic and customer service has been excellent. The program makes it very easy to take pament for any member dues, services or products and the interface with ProPal is fantastic. We have never had a problem with international payments or members accessing the Sharepoint page.

We like the ability to have our publications available for download as well as in print. Members can change their own informtion but the system does not alert us that the changes have been made.

We have only been down twice in 2 1/2 years and our member only information was secure even when we had an issue with malware on our website. Security has been great and the accounting portion of the program is very good but does not integrate eith QuickBooks.”

Job Role: Executive Management, Strategic Planning, Governance

 

 “Poor customer service” May 20, 2014

Customer Service

Ease of Use

Reliability

Customization

“The training for MemberPoint is fantastic. The implementation went off without a hitch. But if you have a customer service issue, don’t expect a return phone call, email or solution. In addition, the system only works with IE9 which can effect other programs you might be using.”

Job Role: Marketing