Cargando…
Using CiviCRM - Second Edition.
Develop and implement a fully-functional, systematic CRM plan with CiviCRMAbout 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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited
Aug. 2016.
|
| Edición: | 2nd ed. |
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
| LEADER | 00000cam a2200000 4500 | ||
|---|---|---|---|
| 001 | EBOOKCENTRAL_ocn963295060 | ||
| 003 | OCoLC | ||
| 005 | 20240329122006.0 | ||
| 006 | m o d | ||
| 007 | cr |n||||||||| | ||
| 008 | 160512e20160831enk o 000 0 eng d | ||
| 040 | |a COO |b eng |e pn |c COO |d VT2 |d EBLCP |d MERUC |d OCLCQ |d DEBBG |d REB |d OCLCQ |d CNCEN |d OCLCO |d OCLCF |d OCLCQ |d OCLCO |d REDDC |d K6U |d OCLCQ |d OCLCO |d OCLCL | ||
| 020 | |a 9781783281459 | ||
| 020 | |a 1783281456 |q (Trade Paper) | ||
| 024 | 3 | |a 9781783281459 | |
| 035 | |a (OCoLC)963295060 | ||
| 037 | |b 01201872 | ||
| 050 | 4 | |a HF5415.5 |b .H666 2016 | |
| 082 | 0 | 4 | |a 658.812028553 |
| 049 | |a UAMI | ||
| 100 | 1 | |a Shaughnessy, Brian P., |e author. | |
| 245 | 1 | 0 | |a Using CiviCRM - Second Edition. |
| 250 | |a 2nd ed. | ||
| 260 | |a Birmingham : |b Packt Publishing, Limited |c Aug. 2016. | ||
| 300 | |a 1 online resource | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 520 | 8 | |a Develop and implement a fully-functional, systematic CRM plan with CiviCRMAbout 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 ForThe 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 projectIn DetailCiviCRM 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. | |
| 505 | 0 | |a Cover ; Copyright; Credits; About the Authors; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Achieving Your Mission with CiviCRM ; Why you need 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; Customizing CiviCRM to match your needs; Other CRMs; Why CiviCRM?; Focused on needs of non-profits; User satisfaction; No vendor lock-in; Integration with Drupal, Joomla!, and WordPress. | |
| 505 | 8 | |a Total costDynamic open source development; Documentation; Responsive community support; CiviCRM events; How CiviCRM will help your organization; Summary; Chapter 2: Planning Your CRM Implementation ; Challenges on your way to success; Perfection is the enemy of the good; Thoughts on development; Where to get help?; Development methodologies; The conventional waterfall development methodology; Iterative development methodology; Agile development methodology; Food Pantry Association of Greater Metropolis; Right-sizing the process; Building the team; Getting started; Creating a baseline. | |
| 505 | 8 | |a FPAGM membershipsDeveloping 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; Payment processing; Memberships and subscriptions; Events; Grant management; Activities; Case management; Campaigns; Volunteer management and human resources; Roles and permissions; CMS integration; Implementation plan; Development environment and best practices; Summary. | |
| 505 | 8 | |a Chapter 3: Installation, Configuration, and Maintenance Installing CiviCRM; Installation in Joomla!; Installing in Drupal 7; Browser/FTP procedure; Drupal shell procedure; Installing in WordPress; Installing 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; Payment processors; Integrated versus redirection processors; Configuring the payment processor; The System Workflow Templates page; Organizing, customizing, and components. | |
| 505 | 8 | |a Organize your contactsCustomize data, forms and screens; Components; Option lists; Synchronizing users with contacts; Access control; Advanced access control; Drupal -- the CiviGroup Roles Sync module; Drupal -- the CiviMember Roles Sync module; Drupal -- the CiviCRM OG Sync module; Joomla! -- the CiviAuthenticate plugin; Joomla! -- the CiviCRM Group Sync plugin; WordPress -- the WordPress Member Sync plugin; Dashboard; Navigation; Setting up Cron jobs; Running the Scheduled Jobs tool via Cron; Managing scheduled jobs; Upgrades and maintenance; Version and revision upgrades; Upgrade process. | |
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Interpersonal communication. | |
| 650 | 0 | |a Business communication. | |
| 650 | 6 | |a Communication interpersonnelle. | |
| 650 | 6 | |a Communication dans l'entreprise. | |
| 650 | 7 | |a Business communication |2 fast | |
| 650 | 7 | |a Interpersonal communication |2 fast | |
| 700 | 1 | |a Murray, Joseph, |e author. | |
| 700 | 1 | |a Hommel, Erik, |e author. | |
| 758 | |i has work: |a Using CiviCRM (Text) |1 https://id.oclc.org/worldcat/entity/E39PCFYpGTgcmq4xjj874pXY4C |4 https://id.oclc.org/worldcat/ontology/hasWork | ||
| 856 | 4 | 0 | |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=4662979 |z Texto completo |
| 936 | |a BATCHLOAD | ||
| 938 | |a ProQuest Ebook Central |b EBLB |n EBL4662979 | ||
| 994 | |a 92 |b IZTAP | ||