| |
|
|
|
|
|
|
|
|
1. |
Record Nr. |
UNINA9910809374503321 |
|
|
Autore |
Murray Joseph |
|
|
Titolo |
Using CiviCRM [[electronic resource] ] : develop and implement a fully-functional, systematic CRM plan for your organization using CiviCRM / / Joseph Murray, Brian P. Shaughnessy |
|
|
|
|
|
|
|
Pubbl/distr/stampa |
|
|
Birmingham, UK, : Packt Open Source Pub., c2011 |
|
|
|
|
|
|
|
ISBN |
|
1-283-01608-7 |
9786613016089 |
1-84951-227-2 |
|
|
|
|
|
|
|
|
Edizione |
[1st ed.] |
|
|
|
|
|
Descrizione fisica |
|
1 online resource (464 p.) |
|
|
|
|
|
|
Altri autori (Persone) |
|
|
|
|
|
|
Disciplina |
|
|
|
|
|
|
Soggetti |
|
Management - Computer programs |
Management - Communication systems |
|
|
|
|
|
|
|
|
Lingua di pubblicazione |
|
|
|
|
|
|
Formato |
Materiale a stampa |
|
|
|
|
|
Livello bibliografico |
Monografia |
|
|
|
|
|
Note generali |
|
|
|
|
|
|
Nota di contenuto |
|
Cover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 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 developmentDocumentation; Responsive community support; How CiviCRM will help your organization; Summary; Chapter 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 methodology; Food 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 missionRethinking 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 integration; Server sourcing; Implementation plan; Summary; Chapter 3:Installation, Configuration, and Maintenance; Installing CiviCRM; Installation in Joomla!; Installation in Drupal; Browser/FTP procedure; Drush procedure |
Installation troubleshootingConfiguring 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 components; Organize 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 SyncCiviCRM 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; Chapter 4:CiviCRM Basics: Moving through the System and Working with Contacts; Introduction to the interface; Contacts; Individuals, organizations, and households; Contact subtypes; Planning your contact types; Core information fields; Contact details; Custom data; Address |
Communication preferences |
|
|
|
|
|
|
Sommario/riassunto |
|
Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM |
|
|
|
|
|
|
|
| |