Using CiviCRM -

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...