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CiviCRM Affinity Group

CiviCRM Affinity Group. NTC 2010 Atlanta (updated 4/1/2010). Agenda. Project overview and status Case studies Q & A Resources. What is CiviCRM?. Web-based, open source, internationalized CRM software Designed for Non-Profits, Membership and Advocacy Organizations

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CiviCRM Affinity Group

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  1. CiviCRM Affinity Group NTC 2010 Atlanta (updated 4/1/2010)

  2. Agenda • Project overview and status • Case studies • Q & A • Resources

  3. What is CiviCRM? • Web-based, open source, internationalized CRM software • Designed for Non-Profits, Membership and Advocacy Organizations • Project of Social Source Foundation (501c3) and CiviCRM LLC • Open source (free) software supported by a community of users, developers and technology providers • Integrated with Drupal and Joomla! Content Management Systems (CMS’s) - OR runs standalone • Internationalized • translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese… • Localised date, address, currency display…

  4. Features • CRM - Record and manage information about your members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors. • Fundraising • Memberships • Events • eNewsletters • Case management • Track grants

  5. Vibrant Community - Viral Growth • 375,000+ total downloads • 5,000+ active installations • Community forums • 16,000+ members • Avg 50+ posts / week-day • Local meetups in NY, Boston, SF, London … • Book Sprints / 1st commercial book • User, Integrator and Developer Trainings • CiviCon 2010 (sold out)

  6. NTEN survey results … • NTEN 2009 Data Ecosystem Survey Report • Highest adoption rate for organizations up to $500k across all categories (Donors, Events, Volunteers, Activists, and Clients) • User satisfaction rating of A or A- in all categories • Highest avg rating for Donor Management • NTEN 2007 CRM Satisfaction Survey • 91.3% of CiviCRM users would recommend or highly recommend it to others, beating ALL other systems in the survey

  7. Who’s Using CiviCRM? • Non-profits of all shapes and sizes… • Local arts organizations and clubs • Regional environmental organizations • Foundations • Museums • Schools • Churches and synagogues • NPO tech providers • Public interest lobbying groups and political parties • National and global membership associations and advocacy organizations …

  8. Who’s Using CiviCRM

  9. Who’s Using CiviCRM • Amnesty International • Creative Commons • Georgia Right to Life • Linux Foundation • Mozilla Corporation and Foundation • Canada and New Zealand Green Parties • Physician Health Program-British Columbia • QuestBridge • University of Michigan Museum of Art • International Mountain Biking Association • …

  10. New for 3.1 • Contact subtypes • HTML emails (receipts etc.) • Merge from search results / contact edit

  11. New for v3.1… Personal dashboard

  12. Coming in v3.2 • Move to trash / undelete • Performance optimizations • CiviCase Phase 3 • Tagging for activities and cases • Custom data for Addresses • Look and feel renovation / theme-ablity

  13. Case Studies • HiDef Web Solutions - TJ Cook • CivicActions - Gregory Heller • See3 Communications - Allan Burstyn • rayogram - Joseph Lacey

  14. Resources • Project Home • http://civicrm.org • Documentation • http://documentation.civicrm.org • Understanding CiviCRM (http://en.flossmanuals.net/civicrm) • This Presentation • http://wiki.civicrm.org/confluence/display/CRM/Presentations • IRC (#civicrm on freenode.net) • Community Forum (support and discussion) • http://forum.civicrm.org • Professional Services • http://civicrm.org/professional • Downloads • http://civicrm.org/download

  15. Evaluation Code: 103How Was this Session? Call In Text Online Call 404.939.4909 Enter Code 103 Text 103 to 69866 Visit nten.org/ntc-eval Enter Code 103 Session feedback powered by: Tell Us and You Could Win a Free 2011 NTC Registration!

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