Using CiviCRM

Develop and implement a fully-functional, systematic CRM plan with CiviCRM

Key Features

• 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.

Book Description

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

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.