Packt Publishing, 2011. - 464 pages. На англ. языке.
CiviCRM является бесплатным eCRM-решением с открытым исходным
кодом. CiviCRM — это интернационализированная система, базирующаяся
на интернет-технологии и разработанная специально для
удовлетворения потребностей некоммерческих и неправительственных
групп. CiviCRM является мощной системой контактов, сбора средств и
eCRM, которая позволяет управлять и записывать информацию обо всех
участниках, включая добровольцев, активистов, доноров, сотрудников,
клиентов, поставщиков и т. д. CiviCRM была создана Open Source
сообществом, координируемым CiviCRM LLC и некоммерческим фондом
Social Source Foundation
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 lea 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.
This easy-to-understand book will guide you through building a
well-formulated and well-executed CRM system that meets your
organization’s needs perfectly.
What you will lea from this book:
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
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