Configuring CiviCRM and importing existing data is only part of the solution.
Training for staff using the system is the key to good data management and reducing administrative work.
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This was a complex CiviCRM installation.
The organisation used CiviCRM to manage online webinars, match people in a mentoring program, multiple membership types, a member search feature integrated with Google Maps, and custom reports and Groups.
Most of the staff involved had no previous experience with a CRM, and had been working from spreadsheets.
Key factors in the success of this project included:
Agileware's work to import existing data into the new CiviCRM installation saved the organisation many hours of effort doing this themselves, at a time when the CiviCRM system was still new to their staff.
Agileware provided multiple training sessions, with some sessions covering just one complex aspect of the system in detail. As staff at the organisation have changed, Agileware continue to provide training to new staff to help them settle into their new work smoothly. While CiviCRM is more intuitive for community sector organisations than some other CRMs, its flexibility does mean that there is a lot to cover, especially for staff who do not have previous CRM experience.
Agileware provides ongoing support for CiviCRM and the website. This means that the organisation's staff do not need to know the answer to every question about their installation, as they can call on Agileware for help any time they need it without having to worry about unexpected invoices.