| Description |
1 online resource (809 pages) |
| Contents |
Using CiviCRM; Using CiviCRM; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Support files, eBooks, discount offers and more; Why Subscribe?; Free Access for Packt account holders; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Errata; Piracy; Questions; 1. Achieving Your Mission with CiviCRM; Why your organization needs Constituent Relationship Management; What is Constituent Relationship Management?; Customer Relationship Management versus Constituent Relationship Management |
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Who are your constituents?When is CiviCRM the best CRM?; Thinking through alternatives; Other CRMs; Why CiviCRM?; Focused on needs of non-profits; User satisfaction; No vendor lock-in; Integration with Drupal and Joomla!; Total cost; Dynamic open source development; Documentation; Responsive community support; How CiviCRM will help your organization; Summary; 2. Planning Your CRM Implementation; ; Barriers to success; Perfection is the enemy of the good; Development methodologies; The conventional Waterfall Development methodology; Iterative development methodology |
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Agile development methodologyFood Pantry Association of Greater Metropolis; Right-sizing the process; Building the team; Getting started; Creating a baseline; Developing the vision; Creating a project plan; Total cost of ownership; Focusing on constituents and mission; Rethinking organizational processes; Determining your needs; Functional requirements; Contact record management; Contact subtypes; Custom data; e-Newsletters and bulk e-mails; Fundraising; Memberships and subscriptions; Events; Grant management; Activities; Case management; Roles and permissions; CMS integration |
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Third-party integrationServer sourcing; Implementation plan; Summary; 3. Installation, Configuration, and Maintenance; Installing CiviCRM; Installation in Joomla!; Installation in Drupal; Browser/FTP procedure; Drush procedure; Installation troubleshooting; Configuring CiviCRM; Site Configuration; Viewing and Editing Contacts; Sending e-mails; Handling return e-mail traffic; Maintaining a good e-mail server reputation; Configuring the e-mail processor; Online payment processors; Integrated versus redirection processors; Configuring the payment processor; System workflow templates |
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Organization, customization, and componentsOrganize your contacts; Customize Data, Forms and Screens; Components; Option Lists; Synchronization with CMS users; Drupal access control for CiviCRM; CiviGroup Roles Sync; CiviMember Roles Sync; CiviCRM OG Sync; CiviCRM access control under Drupal; Dashboard; Navigation; Setting up cron jobs; Upgrades and maintenance; Version and revision upgrades; Joomla! upgrades; Drupal upgrades; Moving an installation to a new server; System maintenance; Developing a backup policy and procedure; Summary |
| Summary |
Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM |
| Notes |
Print version record |
| Subject |
Management -- Computer programs.
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Management -- Communication systems.
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Management -- Communication systems
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Management -- Computer programs
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| Form |
Electronic book
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| Author |
Shaughnessy, Brian
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| ISBN |
9781849512275 |
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1849512272 |
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