GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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John Derry

Implementor, Administrator, Trainer, Architect

John Derry

http://www.johnderry.com.au

Magazine subscriptions management can be done by CiviCRM.
GROWING AND SUSTAINING RELATIONSHIPS
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Oliver Gibson

Consultant, Implementor, Trainer

Northbridge Digital

http://www.northbridgedigital.co.uk/

The community provides excellent forum support, new ideas and feedback on suggestions. The CiviCRM software suits many use cases and allows us to support a large number of diverse UK voluntary sector organisations.
GROWING AND SUSTAINING RELATIONSHIPS
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Andrew Hunt

Implementor, Developer

AGH Strategies

http://aghstrategies.com

CiviCRM allows our clients to have a robust tool for tracking and engaging their supporters that can grow with them. I began as an end user, and now I work with CiviCRM full-time.
GROWING AND SUSTAINING RELATIONSHIPS
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Graham Mitchell

Implementor, Administrator, end-user, Trainer

MC3

http://mc3.coop

I've been working with CiviCRM since 2006 or thereabouts. The community is outstanding in providing support and sharing expertise, which combines with a strong product to enable me in turn to deliver better results for the organisations that I work with. I only hope that over time I will be able to repay the debt by supporting other newcomers to CiviCRM.
GROWING AND SUSTAINING RELATIONSHIPS
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Tim Otten

DEVELOPER AND IMPLEMENTER

CiviCRM

http://civicrm.org

It gives me lots of fun programming to do.
GROWING AND SUSTAINING RELATIONSHIPS
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Monica Tapia A.

End-User and promoter in Latin America

Alternativas y Capacidades

http://www.alternativasycapacidades.org

Our capacity organization manages a largely segmented contact list for bulk mailing, events, training, groups and donors.
We are helping other organizations gain advocacy capacities, managing constituency making, campaigns and petitions
GROWING AND SUSTAINING RELATIONSHIPS
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Jose Torres

Administrator, Implementor

Professional Exchange Service Corporation

http://pesc.com

PESC uses CiviCRM as pillar in maintaining many nonprofits throughout California and Nevada.
GROWING AND SUSTAINING RELATIONSHIPS
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Peter Petrik

Implementor, Developer

Skvare, LLC

http://skvare.com

Helping non-profits, membership organizations, and professional associations to make the most out of their resources with open-source tools.
GROWING AND SUSTAINING RELATIONSHIPS
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Young-Jin Kim

Developer, Implementor, Trainer

Emphanos

http://emphanos.com

The community around CiviCRM is both welcoming and vibrant. CiviCRM as a software solution is a powerful and flexible data management solution for a vast array of nonprofit organizations ranging from the startup NGO to the established multi-million dollar foundation. In our daily work we are seeing more and more NPOs moving away from proprietary systems and single vendor SaaS solutions and embracing the open source community around CiviCRM. Organizations using CiviCRM love the extensibility and the freedoms that come with open source, freedom to choose hosting, freedom to choose project partners, and the freedom to re-use, re-purpose and re-deploy without paying extra.
GROWING AND SUSTAINING RELATIONSHIPS
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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.
GROWING AND SUSTAINING RELATIONSHIPS
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Franck Sinimalé

Integrator

l'AtelierWeb.Org

http://www.atelierweb.org

I chose to learn to use CiviCRM to learn how to help NPOs :) And because it seems to be a meeting point and a continuity of my values, my skills, and what I think we should develop for the next step of our humanity.
GROWING AND SUSTAINING RELATIONSHIPS
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Sylvain Boissel

Implementor, End-user

Wikimédia France

https://dons.wikimedia.fr

CiviCRM is very helpful for us to manage memberships and donations. As one of the biggest users in France, we would like to help building an active French-speaking community.

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Evaluate CiviCRM Features

 

Primary Features

.

 Dashboard customizable dashboard

.

 Contacts create new contacts via Web forms or via manual intake

.

   de-dupe contacts

.

   edit contacts

.

   manage household relationships (eg: spouses)

.

   manage affiliations (eg:employer/employee relationships)

.

   create groups of contacts (for access and mailing list purposes)

.

   create criteria-based 'smart groups'

.

   access holistic contact records showing contact information, contributions, activities, notes

.

    

.

 Members create multiple membership levels for multiple organizations and/or chapters

.

   customize membership statuses and rules

.

   create multiple custom online membership forms for self-service sign-up and renewal

.

   create access to site content based on membership

.

   create membership-specific e-mail subscription groups

.

   search and list memberships by date, type, status, contact info

.

   create automatically renewing memberships

.

   automatically send membership renewal reminders

.

    

.

 Volunteers identify volunteers

.

   tag & search volunteers' skills

.

   tag and search volunteers' availability

.

   register volunteers for projects using events registration feature

.

   gather reports on volunteer participation in registered events

.

    

.

 Advocates identify advocates

.

   tag & search advocates' skills

.

   tag and search advocates' availability

.

   register advocates for projects using events registration feature

.

   gather reports on advocate participation in registered events

.

    

.

 Grantors identify grantors

.

   tag & search grantors

.

   record grants as pledges

.

   allow grantor to make online payments (if applicable)

.

   automatically notify grantor re: pledge payment due and outstanding balance of their pledge

.

    

.

 Grantees create grantees as organizational contacts

.

   tag contacts as grantees

.

   allow grantees to manage organizational profiles

.

   allow grantees to submit letters of inquiries

.

   allow grantees to submit full proposals

.

   create workflow for evaluating and managing grants

.

    

.

 Pledges accept pledges

.

   credit contributions towards pledges

.

   automatically notify pledge-maker re: pledge payment due and outstanding balance of their pledge

.

    

.

 Contributions define contribution types eg: in-kind, cash, volunteer time

.

   create & collect custom contribution data fields

.

   create multiple, custom online donation forms

.

   accept one-time and recurring online contributions

.

   accept online contributions with premiums/gifts

.

   accept pledges (unpaid gifts)

.

   accept recurring gifts

.

   accept tribute gifts

.

   accept contributions with product premiums

.

   accept offline contributions

.

   automatically generate e-mail receipts

.

   automatically generate printable thank you notes

.

   allow team peer-to-peer fundraising

.

   allow individual peer-to-peer fundraising

.

   allow campaign fundraising (plus campaign pages, contacts, events, email)

.

   search contributions by type, amount, date etc.

.

   generate reports/real-time analytics

.

    

.

 Communications import existing mailing lists (attaching to special interest 'groups')

.

   collect subscriber information via Web-based form, create contacts, attach to special interest 'groups'

.

   collect primary and alternate mailing addresses (and e-mail addresses)

.

   update multiple mailing lists via criteria-generated 'smart groups' (eg: all donors over $500 in D.C.)

.

   personalize mailings (with contact salutations and other custom fields)

.

   auto-create addressee/mailing name and salutations (for thank you e-mails, letters)

.

   override auto-created addressee or mailing name on physical mailings

.

   fulfill mailings

.

   automatically manage multiple mailing bounces, unsubscribes

.

   report on success of mailings opens, click-throughs

.

   create multiple mailing templates

.

   tell a friend feature

.

    

.

 Events define event types eg: meeting, conference

.

   create & collect custom events data fields eg: meal preference

.

   register event participants as presenters, volunteers, attendees

.

   create multiple events pages

.

   create multiple events pages

.

   create Google Map of event location

.

   create multiple events registration forms

.

   accept registrations

.

   offer additional ancillary events and products (free or additional cost) during event registration

.

   create waiting lists

.

   option to require administrator approval (moderated event registration)

.

   self-service registration of multiple participants

.

   tell-a-friend about the event and social network sharing (Twitter, Facebook, Google +)

.

   schedule and automatically send event reminders and event follow-up communications

.

   accept online payment

.

   automatically generate e-mail receipt

.

   allow participants to export events as iCal files

.

   allow attendees to configure online apps w/ iCal feeds

.

   generate event attendees lists

.

   search for participants by event, type, role etc.

.

   report on success of events

.

   archive events

 

Sub Title: 

Evaluate CiviCRM Features
Evaluate CiviCRM Features
 

Primary Features

.

 Dashboard customizable dashboard

.

 Contacts create new contacts via Web forms or via manual intake

.

   de-dupe contacts

.

   edit contacts

.

   manage household relationships (eg: spouses)

.

   manage affiliations (eg:employer/employee relationships)

.

   create groups of contacts (for access and mailing list purposes)

.

   create criteria-based 'smart groups'

.

   access holistic contact records showing contact information, contributions, activities, notes

.

    

.

 Members create multiple membership levels for multiple organizations and/or chapters

.

   customize membership statuses and rules

.

   create multiple custom online membership forms for self-service sign-up and renewal

.

   create access to site content based on membership

.

   create membership-specific e-mail subscription groups

.

   search and list memberships by date, type, status, contact info

.

   create automatically renewing memberships

.

   automatically send membership renewal reminders

.

    

.

 Volunteers identify volunteers

.

   tag & search volunteers' skills

.

   tag and search volunteers' availability

.

   register volunteers for projects using events registration feature

.

   gather reports on volunteer participation in registered events

.

    

.

 Advocates identify advocates

.

   tag & search advocates' skills

.

   tag and search advocates' availability

.

   register advocates for projects using events registration feature

.

   gather reports on advocate participation in registered events

.

    

.

 Grantors identify grantors

.

   tag & search grantors

.

   record grants as pledges

.

   allow grantor to make online payments (if applicable)

.

   automatically notify grantor re: pledge payment due and outstanding balance of their pledge

.

    

.

 Grantees create grantees as organizational contacts

.

   tag contacts as grantees

.

   allow grantees to manage organizational profiles

.

   allow grantees to submit letters of inquiries

.

   allow grantees to submit full proposals

.

   create workflow for evaluating and managing grants

.

    

.

 Pledges accept pledges

.

   credit contributions towards pledges

.

   automatically notify pledge-maker re: pledge payment due and outstanding balance of their pledge

.

    

.

 Contributions define contribution types eg: in-kind, cash, volunteer time

.

   create & collect custom contribution data fields

.

   create multiple, custom online donation forms

.

   accept one-time and recurring online contributions

.

   accept online contributions with premiums/gifts

.

   accept pledges (unpaid gifts)

.

   accept recurring gifts

.

   accept tribute gifts

.

   accept contributions with product premiums

.

   accept offline contributions

.

   automatically generate e-mail receipts

.

   automatically generate printable thank you notes

.

   allow team peer-to-peer fundraising

.

   allow individual peer-to-peer fundraising

.

   allow campaign fundraising (plus campaign pages, contacts, events, email)

.

   search contributions by type, amount, date etc.

.

   generate reports/real-time analytics

.

    

.

 Communications import existing mailing lists (attaching to special interest 'groups')

.

   collect subscriber information via Web-based form, create contacts, attach to special interest 'groups'

.

   collect primary and alternate mailing addresses (and e-mail addresses)

.

   update multiple mailing lists via criteria-generated 'smart groups' (eg: all donors over $500 in D.C.)

.

   personalize mailings (with contact salutations and other custom fields)

.

   auto-create addressee/mailing name and salutations (for thank you e-mails, letters)

.

   override auto-created addressee or mailing name on physical mailings

.

   fulfill mailings

.

   automatically manage multiple mailing bounces, unsubscribes

.

   report on success of mailings opens, click-throughs

.

   create multiple mailing templates

.

   tell a friend feature

.

    

.

 Events define event types eg: meeting, conference

.

   create & collect custom events data fields eg: meal preference

.

   register event participants as presenters, volunteers, attendees

.

   create multiple events pages

.

   create multiple events pages

.

   create Google Map of event location

.

   create multiple events registration forms

.

   accept registrations

.

   offer additional ancillary events and products (free or additional cost) during event registration

.

   create waiting lists

.

   option to require administrator approval (moderated event registration)

.

   self-service registration of multiple participants

.

   tell-a-friend about the event and social network sharing (Twitter, Facebook, Google +)

.

   schedule and automatically send event reminders and event follow-up communications

.

   accept online payment

.

   automatically generate e-mail receipt

.

   allow participants to export events as iCal files

.

   allow attendees to configure online apps w/ iCal feeds

.

   generate event attendees lists

.

   search for participants by event, type, role etc.

.

   report on success of events

.

   archive events