Develop and implement a fully-functional, systematic CRM plan with
CiviCRM About This Book * 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.
Who This Book Is 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 In Detail 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. Style and approach This guide is
packed with step-by-step tutorials and real-life examples
interspersed with practical advice and best practices on how to use
CiviCRM strategically. You will be able to quickly grasp and
implement the basic elements of CiviCRM before moving on to more
advanced tools.
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