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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

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Product type Paperback
Published in Feb 2011
Publisher Packt
ISBN-13 9781849512268
Length 464 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (21) Chapters Close

Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics: Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Fundraising: Money for Your Mission 8. Growing Your Membership and Interacting with Members 9. Managing Events 10. Interacting with Constituents: Managing Cases 11. Providing Support: Grant Management 12. Telling Your Story: Building Reports 13. Customization, Community, and Cooperation Index

Focusing on constituents and mission


Many non-profits have processes and activities with certain types of constituents that are analogous to those in the marketing and sales areas of for-profit business. Two metaphors that are common in the for-profit arena have crossover value for non-profits. The first one is a sales funnel, with a larger number of unqualified prospects needing to enter at the top, in order to have a smaller number of sales fallout at the bottom. The second one is the notion of a ladder of engagement, with contacts being classified according to how many steps they have taken, such as revealing more information about themselves, or increasing involvement on the path toward becoming a client, donor, or volunteer.

In both these metaphors, the overarching goal is to increase commitment and involvement. You want the casual newsletter recipient to eventually become a donor, the first-time event attendee to eventually become a member. Pushing deeper, or rather climbing higher...

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