Date post: | 24-Dec-2015 |
Category: |
Documents |
Upload: | lee-warren |
View: | 220 times |
Download: | 0 times |
Introduction to CiviCRM
Constituent Relationship Management
for the Civic Sector
Agenda
What is CiviCRM? Key CRM Features Components: Contributions, Event and
Membership Management, Broadcast Email Who’s Using It Evaluating CiviCRM for Your
Organization Installation Tips Integration with Other Tools Resources
What is CiviCRM? Web-based, open source, internationalized CRM
software Designed for Non-Profits, Membership and Advocacy
Organizations Project of Social Source Foundation (501c3) and
CiviCRM LLC Open source (free) software supported by a community
of users, developers and technology providers Integrated with Drupal and Joomla! Content
Management Systems (CMS’s) - OR runs standalone Internationalized
translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese…
Localised date, address, currency display…
Key CRM Features Record and manage information about your
members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors.
Define custom fields specific to your needs Organize constituents into groups Flexible search capabilities Track interactions such as meetings, phone
calls, emails, and define custom interaction types.
Map constituent locations Collect constituent info and expose selected
info to the “public” or “members” via CMS integration
Contributions & Membership Management CiviContribute
Configurable online contribution pages Automatic receipting Premiums Track online and offline contributions Plugins for PayPal, Authorize.net and others
CiviMember Configurable self-service member signup and
renewal Tracks member status based on your
organization’s membership categories, periods and “rules”.
Event Management
Configure event info Publish event info to iCal or RSS Online event registration with auto
receipting and confirmation Price sets for complex event pricing Offline registrations: import participant lists Attendance sheets: export participant lists
Broadcast Email
CiviMail High-capacity broadcast email Integrated with CRM
Mailing lists are fixed or “smart” groups Personalize via mail-merge with contact info History of mailings and responses tracked
for each contact Tracks opens, click-thrus , and
forwarding Subscribe, unsubscribe and bounce-
handling
New Features (v2.0) Tell-a-friend - make it easy for donors, event participants
and members spread the word. Campaign widget - supporters can promote your fund-
raising campaigns by adding a widget displaying real-time results to their own web pages.
Pay-by-check options for online contributions, membership signup and event registration
Case management (phase 1) - organize interactions with clients by case
CiviGrant - input and track grants to organizations, individuals or households
Custom search framework - search and display data “your way”
Who’s Using CiviCRM? Non-profits of all shapes and sizes…
Local arts organizations and clubs Regional environmental organizations Foundations Museums NPO tech providers Public interest lobbying groups and political parties National and global membership associations and
advocacy organizations …
Who’s Using CiviCRM?
Who’s Using CiviCRM
Who’s Using CiviCRM
Bioneers Community Partners Canadian and New Zealand Green
Party Kabissa (African NGO portal) QuestBridge University of Michigan Museum of
Art
Vibrant Community - Viral Growth 75,000+ total downloads (12,000 for 1.9 release) Community forums
2,000+ members 14,000+ posts
Over 100 individuals and consultants have participated in the design and development of CiviCRM
Google Summer of Code Projects Organizations like U.S. Public Interest Research Group and
MySociety (PledgeBank.com) are sponsoring new features 3rd party module integration - Organic Groups, Ubercart, Ninjitsu
Newsletter…
Future developments…
Multiple languages in a single site (GSOC) Improved support for large hierarchical
organizations (USPIRG) PledgeBank for CiviCRM (MySociety) Expanded Case Management features
(tentative)
…
Evaluating CiviCRM for Your Organization Free software… BUT, requires technical skills OR
budget for consultant to install, configure and maintain
Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey
Growing integrator ecosystem. Some will host too. http://civicrm.org/professional
“Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP)Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application?
Integrate and Customize
CiviCRM Profiles - CMS integration Registration and input forms “Public” search and listings pages
Import and Export data Custom screen layouts (templating) Custom search framework Public API's - allow other tools
to insert, update and retrieve CRM data
New for v3.1…
Contact subtypes HTML system emails (receipts etc.) Personal dashboard Theme-able markup for front-end pages Merge from search results / contact edit
Coming in v3.2
Move to trash / undelete Performance optimizations CiviCase Phase 3 Tagging for activities and cases Custom data for Addresses Look and feel renovation / theme-ablity
Resources Project Home
http://civicrm.org Documentation
http://documentation.civicrm.org This Presentation
http://wiki.civicrm.org/confluence/display/CRM/Presentations
Community Forum (support and discussion) http://forum.civicrm.org
Professional Services http://civicrm.org/professional
Downloads http://civicrm.org/download