Using CiviCRM : develop and implement a fully-functional, systematic CRM plan for your organization using CiviCRM / / Joseph Murray, Brian P. Shaughnessy

• Autore: Murray Joseph
• Pubblicazione: Birmingham, UK, : Packt Open Source Pub., c2011
• Edizione: 1st ed.
• Descrizione fisica: 1 online resource (464 p.)
• Disciplina: 658.812028553
• Soggetto topico: Management - Computer programs; Management - Communication systems
• Altri autori: ShaughnessyBrian P
• Note generali: Includes index.
• 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
• Titolo autorizzato: Using CiviCRM
• ISBN: 1-283-01608-7; 9786613016089; 1-84951-227-2
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910809374503321
• Lo trovi qui: Univ. Federico II