09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

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06 February, 2015

(My name, but blog is actually from MAF Norge's Steinar Sødal)

How to track what marketing effort is most efficient for recruiting donors or members?

All NGOs would dream, hope and maybe pray to expand their database of donors with new ones. Hopefully your NGO is doing more than just dreaming, but actually spending some money trying to recruit new donors or members.

If you are spending money trying to achieve this, you would probably be aware that this is expensive. Newspaper advertising, Facebook and Google ads, webpages, inserts, face-to-face on the street, events and so on. What effort gives you most donors, to the lowest price?

Any sales or marketing business will need a way to measure what marketing effort is most cost efficient. I sincerely think that NGOs should do the same, so that they could understand where their marketing strength and potential lies.

The main Key Performance Indicator (KPI) for donor recruitment should be ”...

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21 January, 2015

The Denver Office of Strategic Partnerships (DOSP) was founded to serve as a bridge between the City of Denver and the non-profit sector.  The agency focuses on building individual skills and tools for non-profit and City agency staff in order to encourage the creation of cross-sector partnerships.  Cividesk recently spoke with Miriam Pena, director of the DOSP and Jason Salas, who handles marketing, media and communications within the organization about their experiences implementing and using CiviCRM.

Similar to many organizations who have transitioned to CiviCRM, the DOSP was initially using Excel spreadsheets to store their data.  However, they quickly determined they needed a better system to keep pace with their rapid...

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20 January, 2015
As CiviCRM’s Ambassador in Mexico since 2010, I connect the different actors involved (IT providers, non-profit organizations and the local and global community of CiviCRM). Here are some lessons learned throughout this process for supporting nonprofits in their strategic decisions and on building a CiviCRM culture in within the organization. Slowlly, CiviCRM is being used in Mexico. Very recently ­­I'm happy to report­­ I succeeded in convincing El Poder del Consumidor, Bicitekas and INSYDE to install CiviCRM.  I have been CiviCRM’s Ambassador in Mexico since 2010.  I love the term! In practice, I just talk, write and answer emails about CiviCRM, with an encouraging tone, but also realistic.  I prefer to see myself as a community-builder, where I connect all the different actors as needed (IT providers, non-...
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14 January, 2015

Due to circumstances beyond their control related to their previous hosting provider, PACH was recently forced to find a new host for their Joomla website and CiviCRM. In addition, PACH has one volunteer in charge of CiviCRM which manages more than 450 volunteers and supporter contacts. They recognized the need for a solid support team in the event that this volunteer becomes unavailable or is unable to resolve an issue. They had asked several CiviCRM providers, but it was difficult to find one that could host and support Joomla, until they found Cividesk.

Phoenix Allies for Community Health (PACH) is a free clinic run by volunteers in downtown Phoenix, Arizona. PACH currently provides free primary care to 250...

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07 January, 2015
By jpolzin
The Bay Area Children’s Theatre (BACT) in Oakland, California was formed to help people develop a lifelong love for live theatre. From the get-go, the program was a success and quickly grew to the more than 54,000 constituents it has today. 
 
While tricked-out spreadsheets worked well as the organization established itself, the drawbacks of this method—limited access and errors—became apparent, so BACT needed a more sophisticated nonprofit CRM solution. Jim Meehan, BACT’s volunteer IT manager, researched options and decided CiviCRM was the best open-source platform to accommodate the theatre’s immediate and future needs.  
 
Thorough Demographic and Engagement Data
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16 December, 2014

Alumni Festival is organised every year and typically consists of 140 events such as topical lectures, tours of colleges/departments and opportunities for Alumni to return to the city and re-experience some of their time at Cambridge.  The events take place over 3 days and around 1100 alumni and guests book each year.

For 2014 the decision was made to bring the booking process entirely online, streamlining the booking and payment process.  The decision to use CiviCRM was based on our analysis and testing of the standard event booking forms, reporting features, support for multiple participants and advanced priceset functionality (max participants per line item with a variety of flexible selection options).  We were fully aware that some of the advanced features we required for Alumni Festival were not supported out of the...

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15 December, 2014

My first exposure to CiviCRM was around 2009. I was working at Freeform Solutions, Canadian IT nonprofit organization that supports other nonprofits by providing technology support. We were looking for a CRM system that would support an HR organization that had a few thousands contact records. They needed a software that would allow all staff to access the same contacts database so that all staff members can update the records, send newsletters and other mass mailings and to run reports on the collected data to know what type of clients they work with. In the future, they were planning to do online events registrations, possibly with payments.
We've done some research and several things attracted us to use CiviCRM for this project:
- CiviCRM, being an open source software, meant to us, the developers, that if we had to tweak any functionality or add some new features, we could do that without having to rely on the creators of the...

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08 December, 2014

Hello Civi Community

I would like to make contact with fellow charities using PCP Pages to learn more about the functionality and how it is used within charities. Looking to develop an online fundraising platform for individuals, teams and organisations using PCP's with some custom development to manage fundraiasing events and in memoery/tribute pages at LLR. 

Would love to hear from both end user organizations and developers on this front.

Thanks y'all

Chris

23 November, 2014

When I started using CiviCRM almost 5 years ago, I was amazed at how many things it could bring to a website right out of the box. The more I used it, the more I wanted to, and saw potential beyond simply keeping contact information, collecting donations, or managing events. CiviCRM is a game-changer. It was shortly after getting into a couple of large projects that the shine started to wear off just a little. Things started getting complicated and working with a CMS whose name is a Swahili word meaning, "all together" or "as a whole.", this was anything but.  CiviCRM and Joomla have a complicated relationship, because it’s really different from Drupal and equally different from Wordpress. This has always been a point of difficulty for Joomla users in the Civi community.

The story could end here, with me throwing up my hands and doing my own thing or going a completely different way, but it doesn’t. Having experience with IRC, I decided to dive head...

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