Using CiviCRM

Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

Using CiviCRM

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Joseph Murray, Brian Shaughnessy

Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM
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Book Details

ISBN 139781849512268
Paperback464 pages

About This Book

  • Build a CRM that conforms to your needs from the ground up with all of the features that you want
  • Develop an integrated online system that handles contacts, donations, event registration, bulk e-mailing, case management and other functions such as activity tracking, grants, reporting, and analytics
  • Integrate CiviCRM with Drupal and Joomla!
  • Build solutions from the ground up with the help of easy-to-understand steps from practical use-case scenarios.
  • Plan a constituency relationship management strategy with ladders of engagement that will improve how your organization realizes its mission

Who This Book Is For

This book is for project implementers, organization leaders, staff, and volunteers in advocacy, non-profit, and non-governmental organizations, elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations who want to implement CiviCRM in a manner tailored to their organization's size, culture, and needs. It addresses CRM strategists, implementers, administrators, and end users looking to become power users in communicating, fundraising, managing events, memberships, grants, cases, and people-resource management.

Table of Contents

Chapter 1: Achieving Your Mission with CiviCRM
Why your organization needs Constituent Relationship Management
What is Constituent Relationship Management?
When is CiviCRM the best CRM?
Why CiviCRM?
How CiviCRM will help your organization
Summary
Chapter 2: Planning Your CRM Implementation
Barriers to success
Perfection is the enemy of the good
Development methodologies
Right-sizing the process
Building the team
Getting started
Focusing on constituents and mission
Determining your needs
Functional requirements
Implementation plan
Summary
Chapter 3: Installation, Configuration, and Maintenance
Installing CiviCRM
Configuring CiviCRM
Upgrades and maintenance
Summary
Chapter 4: CiviCRM Basics: Moving through the System and Working with Contacts
Introduction to the interface
Contacts
Search
Search result actions
Working with contact records
Summary
Chapter 5: Collecting, Organizing, and Importing Data
Custom data fields
Creating online forms with profiles
Importing contact and activity data
Summary
Chapter 6: Communicating Better
How to communicate better
Sending e-mails to one or more constituents
Printing address labels
Printing a PDF letter
Organizing groups for communication
Encouraging subscriptions using profiles
Sending a bulk e-mail
Creating a bulk e-mail template
Customizing system workflow messages
Recording external e-mails
Summary
Chapter 7: Fundraising: Money for Your Mission
Developing a fundraising plan
Selecting a payment processor
Initial fundraising configuration
Recording a contribution manually
Importing contributions
Manually creating a pledge
Searching, examining, and working with contributions
Searching, examining, and taking action on pledges
Reporting
Implementing an appeal
Other types of donations
Permissions
Summary
Chapter 8: Growing Your Membership and Interacting with Members
Setting things up
Working with memberships and daily management tools
Forms to solicit new members and retain the existing ones
Searching and reporting
Big Picture and other tools
Summary
Chapter 9: Managing Events
Why host events?
Building and promoting your event
Processing and managing participants
Tracking, searching, and reporting
Integrating events into your CRM strategy
Summary
Chapter 10: Interacting with Constituents: Managing Cases
Thinking through your case management system
Configuring cases
Tracking, managing, and resolving cases
Summary
Chapter 11: Providing Support: Grant Management
Defining the grant application process
Managing grantees
Tracking grant applications
Other side of the coin: Applying for grants
Summary
Chapter 12: Telling Your Story: Building Reports
Getting to the bottom line
Toolsets and timing
Summary
Chapter 13: Customization, Community, and Cooperation
Future versions and project roadmap
Customizing and extending
Community and cooperation
Summary

What You Will Learn

  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get comfortable with the CiviCRM interface and understand the basic contact functionality and concepts to perform various contact records-related operations
  • Collect data, organize it, and import it into the system to ensure smooth functioning of your projects
  • Use CiviCRM to communicate efficiently and track case history with constituents.
  • Build an integrated system to solicit, retain, and manage your donors and members through robust management and reporting tools for administrators
  • Take advantage of the many CiviCRM tools for generating both simple and complex event structures and managing registrants through every phase of the project
  • Integrate the grant management process with your other constituent management activities, making your organization a more efficient and productive financial support provider
  • Make reports using the various templates to retrieve, display and analyze your data

In Detail

CiviCRM is a web-based, open source CRM system, designed specifically to meet the needs of advocacy, non-profit and non-governmental organizations. Elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations are among its growing number of enthusiastic users. This book shows you how to harness CiviCRM’s impressive array of possibilities as you develop and execute performance-critical CRM strategies.

This book will help you become familiar with the structure and main functions of CiviCRM. It will guide you in developing and successfully implementing a CRM strategy for your organization using detailed explanations and practical examples.

Using CiviCRM walks you through developing a CRM Implementation Plan that is suited to your organization's size, culture, and needs. Readers will take away many constituent relationship management best practices and the knowledge of how to implement them with CiviCRM. Benefits of Using CiviCRM will be felt across your organization, and help it better achieve its mission.

Overall, your organization will interact with constituents more effectively and handle staff growth and transitions by tracking all contacts and interactions with them in a system shared across the organization. Gathering and analyzing data about your constituents and their interactions with your organization will better inform your decisions.

If your organization fundraises, you’ll be able to raise more money and reduce costs by identifying qualified prospects for targeted fundraising initiatives. We show how to attract new prospects and convert them to donors using online, direct mail, telemarketing and direct contact channels Using CiviCRM. You’ll learn why and how to set up and then grow your monthly donor program, as well as improve the frequency, average donation amounts, and retention rates of your donor base.

With this book you’ll be able to reduce the burden on administrative resources by providing online payments and self-service options for event registrations and membership renewals. You can increase the likelihood your existing subscribers will become more involved with your organization, ensure more of your members show up to volunteer, identify potential leaders and steward their volunteer activities

Finally, you'll be making relevant information easily available that quantifies what a great job you've been doing, including the number of hours that volunteers gave to your organization last year, the number of cases managed, or the number of new viral signups from your latest urgent action e-mail.

Authors

Table of Contents

Chapter 1: Achieving Your Mission with CiviCRM
Why your organization needs Constituent Relationship Management
What is Constituent Relationship Management?
When is CiviCRM the best CRM?
Why CiviCRM?
How CiviCRM will help your organization
Summary
Chapter 2: Planning Your CRM Implementation
Barriers to success
Perfection is the enemy of the good
Development methodologies
Right-sizing the process
Building the team
Getting started
Focusing on constituents and mission
Determining your needs
Functional requirements
Implementation plan
Summary
Chapter 3: Installation, Configuration, and Maintenance
Installing CiviCRM
Configuring CiviCRM
Upgrades and maintenance
Summary
Chapter 4: CiviCRM Basics: Moving through the System and Working with Contacts
Introduction to the interface
Contacts
Search
Search result actions
Working with contact records
Summary
Chapter 5: Collecting, Organizing, and Importing Data
Custom data fields
Creating online forms with profiles
Importing contact and activity data
Summary
Chapter 6: Communicating Better
How to communicate better
Sending e-mails to one or more constituents
Printing address labels
Printing a PDF letter
Organizing groups for communication
Encouraging subscriptions using profiles
Sending a bulk e-mail
Creating a bulk e-mail template
Customizing system workflow messages
Recording external e-mails
Summary
Chapter 7: Fundraising: Money for Your Mission
Developing a fundraising plan
Selecting a payment processor
Initial fundraising configuration
Recording a contribution manually
Importing contributions
Manually creating a pledge
Searching, examining, and working with contributions
Searching, examining, and taking action on pledges
Reporting
Implementing an appeal
Other types of donations
Permissions
Summary
Chapter 8: Growing Your Membership and Interacting with Members
Setting things up
Working with memberships and daily management tools
Forms to solicit new members and retain the existing ones
Searching and reporting
Big Picture and other tools
Summary
Chapter 9: Managing Events
Why host events?
Building and promoting your event
Processing and managing participants
Tracking, searching, and reporting
Integrating events into your CRM strategy
Summary
Chapter 10: Interacting with Constituents: Managing Cases
Thinking through your case management system
Configuring cases
Tracking, managing, and resolving cases
Summary
Chapter 11: Providing Support: Grant Management
Defining the grant application process
Managing grantees
Tracking grant applications
Other side of the coin: Applying for grants
Summary
Chapter 12: Telling Your Story: Building Reports
Getting to the bottom line
Toolsets and timing
Summary
Chapter 13: Customization, Community, and Cooperation
Future versions and project roadmap
Customizing and extending
Community and cooperation
Summary

Book Details

ISBN 139781849512268
Paperback464 pages
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