CiviCRM For Contacts management
Pain <ul><li>Where are our email lists (distributed)?   </li></ul><ul><li>Which version is latest? </li></ul><ul><li>How b...
Dream… <ul><li>Easy event list loading  </li></ul><ul><li>Pulls the contacts from all your online sources  </li></ul><ul><...
Extended dream… <ul><li>Online </li></ul><ul><li>Mass mailing with templates, scheduling etc </li></ul><ul><li>SMSing to c...
Its Real…now what <ul><li>Adapt/Change your work flow </li></ul><ul><li>Use standard terms/names </li></ul><ul><li>Keep th...
Six is max <ul><li>Questions or we will see screenshots </li></ul>
Custom data
Mailings
Preferences
Search
Thanks
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CiviCRM

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CiviCRM for contacts management

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CiviCRM

  1. 1. CiviCRM For Contacts management
  2. 2. Pain <ul><li>Where are our email lists (distributed)? </li></ul><ul><li>Which version is latest? </li></ul><ul><li>How big is our network? </li></ul><ul><li>Don’t know who unsubscribed and who got added </li></ul><ul><li>Where is the metadata </li></ul><ul><li>Your visiting cards are still inside your vallet </li></ul><ul><li>You know more than me… </li></ul>Event Attendees Legacy lists Donors/ Volunteers Visiting cards Online Community Me
  3. 3. Dream… <ul><li>Easy event list loading </li></ul><ul><li>Pulls the contacts from all your online sources </li></ul><ul><li>Centralized location for all your contacts </li></ul><ul><li>UI for entering your visiting card data </li></ul><ul><li>Keeps your list latest </li></ul><ul><li>Metadata (groups/tags) </li></ul><ul><li>Customization </li></ul><ul><li>There is more ….. </li></ul>Customize UI Meta Data Easy mass loading Keeps the lists update
  4. 4. Extended dream… <ul><li>Online </li></ul><ul><li>Mass mailing with templates, scheduling etc </li></ul><ul><li>SMSing to contacts </li></ul><ul><li>Detailed reporting </li></ul><ul><li>Customization in terms of look n feel, UI and data </li></ul><ul><li>Active developer community </li></ul><ul><li>FOSS – Free and Open Source Software </li></ul>Online Active Dev Community SMSing Reporting Emailing
  5. 5. Its Real…now what <ul><li>Adapt/Change your work flow </li></ul><ul><li>Use standard terms/names </li></ul><ul><li>Keep the data clean (mobile num as mobile number) </li></ul><ul><li>Use it on daily basis (don’t maintain the data outside) </li></ul><ul><li>60% software don’t meet user requirement on day 1, So give feedback. Let it evolve. </li></ul>
  6. 6. Six is max <ul><li>Questions or we will see screenshots </li></ul>
  7. 7. Custom data
  8. 8. Mailings
  9. 9. Preferences
  10. 10. Search
  11. 11. Thanks

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