Using CiviCRM: Develop and implement a fully-functional, systematic CRM plan with CiviCRM , Second Edition

Hommel

Murray

P Shaughnessy

£49.99

Paperback Aug 2016 574 pages 2nd Edition

Hommel

Murray

P Shaughnessy

£49.99

Paperback Aug 2016 574 pages 2nd Edition

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Key benefits

Develop an integrated online system that manages contacts, donations, event registrations, memberships, bulk e-mail, campaigns, case management, and other functions such as activity tracking, grant distribution, and reporting.
Plan a constituency relationship management strategy with ladders of engagement that will improve how your organization realizes its mission.
Use case studies and step-by-step examples to put the raw concepts into real-life terminology and build your solutions.

Description

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.

Who is this book for?

The book is primarily for administrators tasked with implementing, configuring, maintaining, and updating CiviCRM, and staff users who are looking to better understand the tools available in order to become power users. CiviCRM is software that may be used by advocacy groups, non-profit, and non-governmental organizations, elected officials, professional and trade associations, government entities, political campaigns and parties, and other similar organizations, and this book will prove useful to all such users.

What you will learn

Install and configure your CiviCRM
Analyze your current workflows and processes to translate them effectively into the CiviCRM model
Build an integrated system to solicit, retain, and manage your donors and members through robust management and reporting tools for administrators
Raise more money with CiviCRM with effective solicitation campaigns
Market events effectively and track registrations and payments
Improve communications with constituents using targeted broadcast e-mail campaigns
Track ongoing communications with constituents including from Outlook and Gmail using activities and case management tools
Take advantage of the many CiviCRM tools to generate both simple and complex event structures and manage registrants through every phase of the project

Estimated delivery fee Deliver to Great Britain

Standard delivery 1 - 4 business days

£4.95

Premium delivery 1 - 4 business days

£7.95

(Includes tracking information)

What do you get with Print?

Instant access to your digital copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

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Total £ 123.97

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Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

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Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

Using CiviCRM: Develop and implement a fully-functional, systematic CRM plan with CiviCRM , Second Edition

What do you get with Print?

Using CiviCRM

Chapter 2. Planning Your CRM Implementation

Challenges on your way to success

Thoughts on development

Where to get help?

Development methodologies

Building the team

Focusing on constituents and mission

Determining your needs

Functional requirements

Contact record management

Contact subtypes

Development environment and best practices

Summary

Page 1 of 9

Key benefits

Description

Who is this book for?

What you will learn

Product Details

What do you get with Print?

Product Details

Frequently bought together

Table of Contents

Recommendations for you

People who bought this also bought

About the 3 authors

FAQs

Using CiviCRM: Develop and implement a fully-functional, systematic CRM plan with CiviCRM , Second Edition

What do you get with Print?

Contact Details

Shipping Address

Billing Address

Contact subtypes

Key benefits

Description

Who is this book for?

What you will learn

Product Details

What do you get with Print?

Contact Details

Shipping Address

Billing Address

Product Details

Packt Subscriptions

Frequently bought together

Table of Contents

Recommendations for you

People who bought this also bought

About the 3 authors

FAQs