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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
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Concepts
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Authors (3):
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Erik Hommel Erik Hommel
Author Profile Icon Erik Hommel
Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Author Profile Icon Brian P Shaughnessy
Brian P Shaughnessy
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Table of Contents (16) Chapters Close

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. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Challenges on your way to success

CRM initiatives can be difficult. They require change, often impacting processes and workflows that are at the heart of your staff's daily responsibilities. They force you to rethink how your organization operates to support its mission. They may require you to restructure external relationships even as you are rebuilding internal processes and tools. Externally, the way your constituents experience the interaction with your organization might change. Internally, business processes and supporting technological systems may need to change in order to break down departmental operations' silos, increase efficiencies, and enable more effective targeting, improved responsiveness, and new initiatives. The success of the CRM project often depends on changing the behavior and attitudes of individuals across the organization, and replacing, changing, and/or integrating many IT systems.

To realize success, as you manage the organizational culture changes...

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