Introduction to CiviCRM

1
Introduction to CiviCRM

• Constituent Relationship Management
• for the Civic Sector

2
Agenda

• What is CiviCRM?
• Key CRM Features
• Components Contributions, Event and Membership
  Management, Broadcast Email
• Whos Using It
• Evaluating CiviCRM for Your Organization
• Installation Tips
• Integration with Other Tools
• Resources

3
What is CiviCRM?

• Web-based, open source, internationalized CRM
  software
• Designed for Non-Profits, Membership and Advocacy
  Organizations
• Project of Social Source Foundation (501c3) and
  CiviCRM LLC
• Open source (free) software supported by a
  community of users, developers and technology
  providers
• Integrated with Drupal and Joomla! Content
  Management Systems (CMSs) - OR runs standalone
• Internationalized
• translated into Polish, Spanish, Dutch, German,
  French, Portuguese, Japanese
• Localised date, address, currency display

4
Key CRM Features

• Record and manage information about your members,
  clients, volunteers, activists, donors, staff,
  affiliates, branches and vendors.
• Define custom fields specific to your needs
• Organize constituents into groups
• Flexible search capabilities
• Track interactions such as meetings, phone calls,
  emails, and define custom interaction types.
• Map constituent locations
• Collect constituent info and expose selected info
  to the public or members via CMS integration

5
Contributions Membership Management

• CiviContribute
• Configurable online contribution pages
• Automatic receipting
• Premiums
• Track online and offline contributions
• Plugins for PayPal, Authorize.net and others
• CiviMember
• Configurable self-service member signup and
  renewal
• Tracks member status based on your organizations
  membership categories, periods and rules.

6
Event Management

• Configure event info
• Publish event info to iCal or RSS
• Online event registration with auto receipting
  and confirmation
• Price sets for complex event pricing
• Offline registrations import participant lists
• Attendance sheets export participant lists

7
Broadcast Email

• CiviMail
• High-capacity broadcast email
• Integrated with CRM
• Mailing lists are fixed or smart groups
• Personalize via mail-merge with contact info
• History of mailings and responses tracked for
  each contact
• Tracks opens, click-thrus , and forwarding
• Subscribe, unsubscribe and bounce-handling

8
New Features (v2.0)

• Tell-a-friend - make it easy for donors, event
  participants and members spread the word.
• Campaign widget - supporters can promote your
  fund-raising campaigns by adding a widget
  displaying real-time results to their own web
  pages.
• Pay-by-check options for online contributions,
  membership signup and event registration
• Case management (phase 1) - organize interactions
  with clients by case
• CiviGrant - input and track grants to
  organizations, individuals or households
• Custom search framework - search and display data
  your way

9
Whos Using CiviCRM?

• Non-profits of all shapes and sizes
• Local arts organizations and clubs
• Regional environmental organizations
• Foundations
• Museums
• NPO tech providers
• Public interest lobbying groups and political
  parties
• National and global membership associations and
  advocacy organizations

10
Whos Using CiviCRM?
11
Whos Using CiviCRM
12
Whos Using CiviCRM

• Bioneers
• Community Partners
• Canadian and New Zealand Green Party
• Kabissa (African NGO portal)
• QuestBridge
• University of Michigan Museum of Art

13
Vibrant Community - Viral Growth

• 75,000 total downloads (12,000 for 1.9 release)
• Community forums
• 2,000 members
• 14,000 posts
• Over 100 individuals and consultants have
  participated in the design and development of
  CiviCRM
• Google Summer of Code Projects
• Organizations like U.S. Public Interest Research
  Group and MySociety (PledgeBank.com) are
  sponsoring new features
• 3rd party module integration - Organic Groups,
  Ubercart, Ninjitsu Newsletter

14
Future developments

• Multiple languages in a single site (GSOC)
• Improved support for large hierarchical
  organizations (USPIRG)
• PledgeBank for CiviCRM (MySociety)
• Expanded Case Management features (tentative)

15
Evaluating CiviCRM for Your Organization

• Free software BUT, requires technical skills OR
  budget for consultant to install, configure and
  maintain
• Rapidly evolving in response to active user and
  developer community - top ratings in recent NTEN
  CRM survey
• Growing integrator ecosystem. Some will host too.
• http//civicrm.org/professional
• Specialized hosting companies (DrupalCiviCRM)
  and CiviMail-only service (CiviSMTP)
• Do you need a web-based non-profit focused CRM,
  with the current feature-set AND integrated with
  a Content Management application?

16
Integrate and Customize

• CiviCRM Profiles - CMS integration
• Registration and input forms
• Public search and listings pages
• Import and Export data
• Custom screen layouts (templating)
• Custom search framework
• Public API's - allow other tools to insert,
  update and retrieve CRM data

17
New for v3.1

• Contact subtypes
• HTML system emails (receipts etc.)
• Personal dashboard
• Theme-able markup for front-end pages
• Merge from search results / contact edit

18
Coming in v3.2

• Move to trash / undelete
• Performance optimizations
• CiviCase Phase 3
• Tagging for activities and cases
• Custom data for Addresses
• Look and feel renovation / theme-ablity

19
Resources

• Project Home
• http//civicrm.org
• Documentation
• http//documentation.civicrm.org
• This Presentation
• http//wiki.civicrm.org/confluence/display/CRM/Pre
  sentations
• Community Forum (support and discussion)
• http//forum.civicrm.org
• Professional Services
• http//civicrm.org/professional
• Downloads
• http//civicrm.org/download