Cargando…
Using CiviCRM.
Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM.
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Pub.,
2011.
|
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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.
- 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.
- 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.
- 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.
- 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.