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Using CiviCRM - Second Edition

You're reading from  Using CiviCRM - Second Edition

Product type Book
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Pages 574 pages
Edition 2nd Edition
Languages
Concepts
Authors (3):
Erik Hommel Erik Hommel
Profile icon Erik Hommel
Joseph Murray Joseph Murray
Profile icon Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Profile icon Brian P Shaughnessy
View More author details

Table of Contents (20) Chapters

Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Challenges on your way to success


CRM initiatives can be difficult. They require change, often impacting processes and workflows that are at the heart of your staff's daily responsibilities. They force you to rethink how your organization operates to support its mission. They may require you to restructure external relationships even as you are rebuilding internal processes and tools. Externally, the way your constituents experience the interaction with your organization might change. Internally, business processes and supporting technological systems may need to change in order to break down departmental operations' silos, increase efficiencies, and enable more effective targeting, improved responsiveness, and new initiatives. The success of the CRM project often depends on changing the behavior and attitudes of individuals across the organization, and replacing, changing, and/or integrating many IT systems.

To realize success, as you manage the organizational culture changes, you will bring...

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