-
Book Overview & Buying
-
Table Of Contents
-
Feedback & Rating

Using CiviCRM
By :

In this chapter, we looked at the reasons that organizations develop a CRM strategy, the importance of considering the work processes as well as the supporting technologies when developing your Constituent Relationship Management strategy. We also saw the ways in which non-profit constituent relationship management is similar to, but different from, business Customer Relationship Management in objectives and techniques. We learnt to identify and prioritize the constituents and interactions to be managed by your CRM, when CiviCRM is more appropriate as a tool to support your CRM strategy rather than single-purpose tools, custom software development, or other CRM systems. The common advantages that CiviCRM provides include the following:
It might be tempting to jump in and start installing and configuring CiviCRM and migrating data from your existing systems. However, our experience is that there are great advantages in developing a CRM implementation plan that identifies, at a minimum, your team, your requirements, and the major tasks that will need to be accomplished. The next chapter will walk you through how to develop a CRM implementation plan that is suited to your organization's size, culture, and needs.
Change the font size
Change margin width
Change background colour