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GROWING AND SUSTAINING RELATIONSHIPS

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Micah Lee

Developer

Electronic Frontier Foundation

http://www.eff.org

I work for the Electronic Frontier Foundation. We switched to CiviCRM so that we could be sure that our membership data stays safe, secure, and private. Now we have control over our CRM and can customize it to work for our needs.

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Paul Keogan

Implementor

BackOfficeThinking

http://www.backofficethinking.com

CiviCRM allows us to bring all benefits and capabilities of a large commercial CRM and
donor management system to medium and large non-profits at a fraction of the cost. CiviCRM also allows smaller non-profits to benefit from an integrated solution for donor management, events, bulk email, etc. substantially increasing their effectiveness as compared to managing a variety of nonintegrated software and spreadsheets. Thanks to a strong CiviCRM community, CiviCRM’s functionality continues to advance and CiviCRM’s market continues to grow rapidly.

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Michael McAndrew

Implementor, Trainer, Documentator and Developer.

Third Sector Design

http://www.thirdsectordesign.org

CiviCRM helps us help non profits to do fantastic things with their data.
Being closely involved with the developers and documentation team on a daily basis ensures that we can give our clients the best and most up to date advice on how they can use CiviCRM to meet their needs.

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Luciano Spiegel

Developer & Implementator

IXIAM

http://www.ixiam.com

It's all about community. I love the CiviCRM philosophy and in IXIAM, we are trying to expand the spanish speaking community in Spain and Argentina

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Paul Delbar

Implementor, Developer

delius

http://www.delius.be

CiviCRM is a viable alternative for small and medium-sized non-profits.

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Sushant Paste

Developer

Implementors and Developers

http://osseed.com

Worked with CiviCRM as core team developer for more than 2 years. Now we are working as a team and providing service with CiviCRM installation, customization and training. One thing about CiviCRM community is that it's very healthy and really helpful. It's really great that i am part of this community and we want to grow this more and more . Also whatever the problems we are facing there is a solution on forums, or we will get the proper guidelines to solve the issues. Big salute to the CiviCRMcommunity :)

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Alice Aguilar

Implementor

Progressive Technology Project

http://progressivetech.org

The organizations we work with are experiencing the benefits of a robust tool that is
easy to use, supports their work, and allows them to collect and track data from various parts of their organization, such as membership, fundraising, communications, and organizing into a centralized database. CiviCRM as an open-source solution also allows us to nurture and build a user community to share and create a common vision of future features that would be useful to the community organizing field. Just two years after our pilot project, we're currently supporting 30 community organizing groups to use CiviCRM, and the community is steadily growing.

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Kelley Graham

Implementator End User

Green Geeks

http://green-geeks.com

Civi is the best! All my non-profit and community outreach activities are well supported by the platform. I love to help others benefit.

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Michal Mach

Core Team Member, Developer, Implementor

CiviCRM, Caltha

http://civicrm.org

I've always been passionate about what non-profits and advocacy groups can achieve using technology. For me, CiviCRM shows an essential example of how non-profit and technology worlds can come together to provide real change - working as community, creating value for yourself, but also for others in non-profit sector.

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David Barratt

Developer

Donor Depot

http://www.donordepot.com

They provide us a way to manage Non-Profit Donors

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Abril Rocabert

Administrator and End-user

http://www.alternativasycapacidades.org

CiviCRM is a powerful tool that could be really useful for many non-profits in Mexico.
Unfortunately the community is very small in my country. I hope that in the next years the community expands around Latin America.

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Mathieu Lutfy

Developer

bidon.ca

http://www.bidon.ca

The CiviCRM community is a great place for support, to exchange ideas and to contribute back. Working with other developers or users has often allowed me to pool our resources together and lower our costs, while ensuring better quality since there were more people using it.

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RELATED CASE STUDIES:

  • channelAustin
  • Kick-It Away Platini Cancer Foundation
  • QuestBridge
  • Association of Contingency Planners

CiviCRM's email campaign features received a A for usability in NTEN's 2011 Nonprofit Data Eco-System report.

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Missouri Credit Union Association

Migrating an Association Management System to CiviCRM
Missouri Credit Union Association
2055 Craigshire Rd.
63146-4009 St. Louis, MO
United States
See map: Google Maps
Features Deployed:
  • Association Member Management
  • Constituent Contact Management
  • e-Communications
  • Events

The Missouri Credit Union Association is a non-profit organization promoting and protecting credit unions to meet the financial needs of members. The Missouri Credit Union Association allows credit unions, as unique organizations, the opportunity to meet the financial needs of members. An initial, comprehensive, strategic technology assessment performed by Confluence validated that there was a real opportunity to provide a comprehensive view of the organization’s relationships with its members and other constituents. In addition, technology could assist in improving the management of tasks and requests - being able to document the history of requests and how they were handled, and providing automation. The legacy association management system (Computility) cost the organization a significant amount in license fees every year. In addition, it was missing some key capabilities that would automate the business operations.

The Promise:

The project was scoped to include:

  • A brand new website design and information architecture
  • Implementation of new design with integrated CiviCRM funcions in an open source Content Management System
  • Improvement, streamlining and overall automation of the work processes used to manage constituents
  • Improving and streamlining the online communication with members
  • Customized, automated data import procedures for ensuring up-to-date directory information
  • Web-based, self-service membership application forms
  • Constitutent Relationship Management tracking
  • Integrated design templates for mass email templates
  • A dynamic calculation of event registration fees based on features of the registrant
  • A "Contact staff" form that routed requests based on the department
  • A dynamic listing of Chapter Affiliates
  • Advanced search and reporting features
The Challenge:

There were a number of technical challenges to the project:

  • The requirements of the project necessitated including some relationship data in the user's profile.
  • Not all the plugins needed had been upgraded to Drupal 7. Had to upgrade few plugins.
  • We had to restrict event registration to be allowable only the Credit Unions available in CiviCRM.
  • To create workflow and significant automation in the events management process, multiple automated mails were included
The CiviCRM Solution:

CiviCRM was chosen as the solution because:

  • The former CRM lacked integration with the website
  • CiviCRM presents a very cost-effective and highly customizable package
  • Advanced search and reporting features were needed Other CRMs including Salesforce and Microsoft Dynamics CRM were looked at.
Project Team:

The client created a cross-functional team responsible for the overall management of the project. This team was headed up by a skilled project manager. The implementation team included designers, CiviCRM specialists, Drupal, project management, testing and training functions.

More on the Success of this Organization:
http://www.confluencecorp.com
The Team:
http://www.confluencecorp.com
Key Functionality:

Constituent Data needs to be up to date. This was done by customized import capabilities, and allowing contacts the ability to update their their own information. Conditional discounts were made available for employees of certain Credit Unions for event registration Advanced search and custom reporting features for the constituents as well as events.

Modifications and Modules:

CiviMember CiviMail CiviEvent CivReport

Server & Hosting Requirements:

Virtual Private Server

Benefits To The CiviCRM Community:

Upgrades of various required plug-ins to Drupal 7

CIVICRM


GROWING AND SUSTAINING RELATIONSHIPS

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