Are you looking for a way to better manage how your not-for-profit manages its contacts, clients and supporters? Implementing a constituent relationship management (CRM) system can give you a better way to bring your data into one place making it easier to keep track of how you connect with your community.
Presented by Peter Davis, this beginner's level webinar takes a look at popular open-source CRM, CiviCRM. One of CiviCRM's strengths is that it can also be integrated with popular website content management systems, Drupal, Joomla and Wordpress.
This webinar provides a demo and run through of the main CiviCRM components:
- How CiviCRM ties in with your website
- Running a membership system
- Fundraising and donations
- Case management
- Registering participants for events
It will also briefly cover:
- Adding custom fields
- Managing and merging duplicate records
- Reporting capabilities
Fuzion is a New Zealand based company that has specialised in providing the not-for-profit sector on all continents with CiviCRM and Drupal solutions since 2007. Previously Peter Davis worked as a Communication Manager for both the New Zealand and Australian Green Parties and has a background in sustainability and advocacy.
This work by Connecting Up is licensed under a
Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License.