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Achieving Your Mission with CiviCRM
Why your organization needs Constituent Relationship Management
What is Constituent Relationship Management?
How CiviCRM will help your organization
Planning Your CRM Implementation
Focusing on constituents and mission
Installation, Configuration, and Maintenance
Moving an installation to a new server
Developing a backup policy and procedure
CiviCRM Basics: Moving through the System and Working with Contacts
Collecting, Organizing, and Importing Data
Creating online forms with profiles
Importing contact and activity data
Sending e-mails to one or more constituents
Organizing groups for communication
Encouraging subscriptions using profiles
Creating a bulk e-mail template
Customizing system workflow messages
Fundraising: Money for Your Mission
Initial fundraising configuration
Recording a contribution manually
Searching, examining, and working with contributions
Searching, examining, and taking action on pledges
Growing Your Membership and Interacting with Members
Working with memberships and daily management tools
Forms to solicit new members and retain the existing ones
Building and promoting your event
Processing and managing participants
Tracking, searching, and reporting
Integrating events into your CRM strategy
Interacting with Constituents: Managing Cases
Thinking through your case management system
Tracking, managing, and resolving cases
Providing Support: Grant Management
Defining the grant application process
Other side of the coin: Applying for grants
Telling Your Story: Building Reports
Customization, Community, and Cooperation