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Introduction to CiviCRM

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

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Introduction to CiviCRM

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  1. Introduction to CiviCRM Constituent Relationship Management for the Civic Sector

  2. 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

  3. 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…

  4. 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

  5. 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”.

  6. 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

  7. 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

  8. 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”

  9. 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 …

  10. Who’s Using CiviCRM?

  11. Who’s Using CiviCRM

  12. Who’s Using CiviCRM • Bioneers • Community Partners • Canadian and New Zealand Green Party • Kabissa (African NGO portal) • QuestBridge • University of Michigan Museum of Art

  13. 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…

  14. 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) …

  15. 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?

  16. 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

  17. 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

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