Using CiviCRM by Erik Hommel, Joseph Murray, Brian P. Shaughnessy

By Erik Hommel, Joseph Murray, Brian P. Shaughnessy

This e-book is a step by step instructional with sensible examples, brought via a making plans framework and illustrations of excellent dating administration options for numerous occasions. we start with fundamentals equivalent to deploy, low-level implementation, and CiviCRM's center modules sooner than overlaying CiviCRM's complicated beneficial properties and concerns reminiscent of customization of CiviCRM and integrating it with Joomla! and Drupal. try to be capable of quick clutch and enforce the elemental parts of CiviCRM ahead of relocating directly to the extra complex positive aspects and instruments. This e-book is for venture implementers, association leaders, employees, and volunteers in advocacy, non-profit, and non-governmental agencies, elected officers, professional/trade institutions, political campaigns and events, executive businesses, and different comparable agencies who are looking to enforce CiviCRM in a fashion adapted to their organization's measurement, tradition, and wishes. It addresses CRM strategists, implementers, directors, and finish clients seeking to develop into energy clients in speaking, fundraising, dealing with occasions, memberships, supplies, situations, and people-resource administration.

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26 ] Planning Your CRM Implementation So now, you think that your organization will better accomplish its mission with CiviCRM. This chapter will help you plan your implementation of CiviCRM, so that your CRM initiative has the best chance to enable greater organization success. In this chapter, we will do the following: • Identify potential barriers to success and learn how to overcome them • Select an appropriate development methodology • Build a balanced team • Get started by measuring baseline metrics, creating a vision, and creating a plan • Focus your CRM strategy first on your constituents and mission, and then on operational efficiency • Review effective ways to gather requirements • Identify specific types of requirements to be examined in each of the major areas of CiviCRM functionality • Itemize elements of a good implementation plan • Review how to calculate the total cost of ownership of CRM systems and their alternatives • Plan for success Planning Your CRM Implementation This chapter speaks to people who have the responsibility for initiating, scoping, and managing development and implementation for the CRM strategy.

0. Total cost The common saying that free and open source software is free like kittens rather than free like beer applies to CiviCRM. The total cost of ownership of a software system is an important metric for deciding which is more appropriate. Open source software costs for a system like CiviCRM are different from those of proprietary systems. The absence of an upfront purchase cost is not the end of the story. Costs of maintaining the system over its whole life need to be calculated. Instead of one-time purchase costs, or annual or monthly software license costs, there are likely to be additional expenditures on installation, training, and support.

Total cost The common saying that free and open source software is free like kittens rather than free like beer applies to CiviCRM. The total cost of ownership of a software system is an important metric for deciding which is more appropriate. Open source software costs for a system like CiviCRM are different from those of proprietary systems. The absence of an upfront purchase cost is not the end of the story. Costs of maintaining the system over its whole life need to be calculated. Instead of one-time purchase costs, or annual or monthly software license costs, there are likely to be additional expenditures on installation, training, and support.

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