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Introduction to CiviCRM Kurund Jalmi [email_address]
Agenda <ul><li>What the *!#k is CiviCRM? </li></ul><ul><li>Key CRM Features </li></ul><ul><li>Components: Contribution, Ev...
What the *!#k is CiviCRM? <ul><li>Constituent Relationship Management (CRM)‏ </li></ul><ul><li>Designed for Non-Profits, N...
Key CRM Features <ul><li>Store contact information for constituents (donors, members, clients, volunteers, affiliate organ...
Contributions & Membership Management <ul><li>CiviContribute </li></ul><ul><ul><li>Configurable online contribution pages ...
CiviEvent <ul><li>Configure event info </li></ul><ul><li>Publish event info to iCal or RSS </li></ul><ul><li>Online event ...
Broadcast Email <ul><li>CiviMail </li></ul><ul><ul><li>High-capacity broadcast email </li></ul></ul><ul><ul><li>Integrated...
What’s Missing <ul><li>Reporting - sample reports using BIRT included in 1.8 (CiviReport)‏ </li></ul><ul><li>More desktop-...
Who’s Using It? <ul><li>WikiMedia Foundation </li></ul><ul><li>Amnesty International </li></ul><ul><li>Political Campaigns...
Evaluating CiviCRM for Your Organization  <ul><li>Free software… BUT, requires technical skills to install, configure and ...
Resources <ul><li>Project Home </li></ul><ul><ul><li>http://civicrm.org </li></ul></ul><ul><li>Documentation </li></ul><ul...
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CiviCRM

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Kurund - CiviCRM

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Transcript of "CiviCRM"

  1. 1. Introduction to CiviCRM Kurund Jalmi [email_address]
  2. 2. Agenda <ul><li>What the *!#k is CiviCRM? </li></ul><ul><li>Key CRM Features </li></ul><ul><li>Components: Contribution, Event and Membership Management, Broadcast Email </li></ul><ul><li>What’s Missing </li></ul><ul><li>Who’s Using It </li></ul><ul><li>Evaluating CiviCRM for Your Organization </li></ul><ul><li>Resources </li></ul>
  3. 3. What the *!#k is CiviCRM? <ul><li>Constituent Relationship Management (CRM)‏ </li></ul><ul><li>Designed for Non-Profits, NGOs, Advocacy Organizations and Political Campaigns </li></ul><ul><li>Project of Social Source Foundation (501c3) and CiviCRM LLC </li></ul><ul><li>Open source (free) software supported by a community of users, developers and technology providers </li></ul><ul><li>Integrates with Content Management Systems (CMS’s) - and third party tools </li></ul><ul><li>Internationalized </li></ul><ul><ul><li>translated into Polish, Spanish, Dutch, German, French, Portuguese… </li></ul></ul><ul><ul><li>Localised date, address, currency display… </li></ul></ul>
  4. 4. Key CRM Features <ul><li>Store contact information for constituents (donors, members, clients, volunteers, affiliate organizations, etc.)‏ </li></ul><ul><li>Define custom fields specific to your needs </li></ul><ul><li>Organize constituents into groups </li></ul><ul><li>Flexible search capabilities </li></ul><ul><li>Track interactions such as meetings, phone calls, emails, and define custom interaction types. </li></ul><ul><li>Map constituent locations </li></ul><ul><li>Collect constituent info and expose selected info to the “public” or “members” through integration with a CMS </li></ul>
  5. 5. Contributions & Membership Management <ul><li>CiviContribute </li></ul><ul><ul><li>Configurable online contribution pages </li></ul></ul><ul><ul><li>Automatic receipting </li></ul></ul><ul><ul><li>Premiums </li></ul></ul><ul><ul><li>Track online and offline contributions </li></ul></ul><ul><ul><li>Currently supports PayPal, Authorize.net and Moneris </li></ul></ul><ul><li>CiviMember </li></ul><ul><ul><li>Configurable self-service member signup and renewal </li></ul></ul><ul><ul><li>Tracks member status based on your organization’s membership categories, periods and “rules”. </li></ul></ul>
  6. 6. CiviEvent <ul><li>Configure event info </li></ul><ul><li>Publish event info to iCal or RSS </li></ul><ul><li>Online event registration with auto receipting and confirmation </li></ul><ul><li>Price sets for complex event pricing </li></ul><ul><li>Offline registrations: import participant lists </li></ul><ul><li>Attendance sheets: export participant lists </li></ul>
  7. 7. Broadcast Email <ul><li>CiviMail </li></ul><ul><ul><li>High-capacity broadcast email </li></ul></ul><ul><ul><li>Integrated with CRM </li></ul></ul><ul><ul><ul><li>Mailing lists are fixed or “smart” groups </li></ul></ul></ul><ul><ul><ul><li>Personalize via mail-merge with contact info </li></ul></ul></ul><ul><ul><ul><li>History of mailings and responses tracked for each contact </li></ul></ul></ul><ul><ul><li>Tracks opens, click-thrus , and forwarding </li></ul></ul><ul><ul><li>Subscribe, unsubscribe and bounce-handling </li></ul></ul>
  8. 8. What’s Missing <ul><li>Reporting - sample reports using BIRT included in 1.8 (CiviReport)‏ </li></ul><ul><li>More desktop-like user interface </li></ul><ul><li>Easier screen and work-flow customization </li></ul><ul><li>Easier install </li></ul>
  9. 9. Who’s Using It? <ul><li>WikiMedia Foundation </li></ul><ul><li>Amnesty International </li></ul><ul><li>Political Campaigns (Al Gore, Hillary Clinton, Kucinich)‏ </li></ul><ul><li>Community Partners </li></ul><ul><ul><li>“ Help low and moderate-income people get health care” </li></ul></ul><ul><li>Kleercut Campaign (Greenpeace CA)‏ </li></ul><ul><li>Pacific Islands Forum Fisheries Agency </li></ul><ul><ul><li>“ Provide expert fisheries management and development advice…” </li></ul></ul><ul><li>QuestBridge </li></ul><ul><ul><li>“ Link bright, motivated low-income students with educational and scholarship opportunities…” </li></ul></ul>
  10. 10. Evaluating CiviCRM for Your Organization <ul><li>Free software… BUT, requires technical skills to install, configure and maintain </li></ul><ul><li>Rapidly improving in response to active user and developer community </li></ul><ul><li>Integrator resources are growing </li></ul><ul><li>Hosted option(s) “still evolving” (both full ASP and CiviMail only)‏ </li></ul><ul><li>Do you need a network accessible CRM, translatable, with the current feature-set AND integrated with a Content Management application? </li></ul>
  11. 11. Resources <ul><li>Project Home </li></ul><ul><ul><li>http://civicrm.org </li></ul></ul><ul><li>Documentation </li></ul><ul><ul><li>http://documentation.civicrm.org </li></ul></ul><ul><li>This Presentation </li></ul><ul><ul><li>http://wiki.civicrm.org/confluence/display/CRM/Presentations </li></ul></ul><ul><li>Community Forum (support and discussion)‏ </li></ul><ul><ul><li>http://forum.civicrm.org </li></ul></ul><ul><li>FAQs </li></ul><ul><ul><li>http://faq.civicrm.org </li></ul></ul><ul><li>Downloads </li></ul><ul><ul><li>http://civicrm.org/download </li></ul></ul><ul><li>Professional Support on CiviCRM </li></ul><ul><ul><li>http://www.webaccess.co.in </li></ul></ul>
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