power of civicrm webinar

GinkgoStreet.com @GinkgoStreet #CiviCRM

Power of CiviCRM:Beyond Silos, Spreadsheets & Proprietary CRMs

Ginkgo Street Webinar Series

December 9, 2014

Roshani Kothari

Director of Strategy & Engagement

Ginkgo Street Labs

[email protected]

mailto:[email protected]


CRMs & Nonprofits

CRM Defined: Constituent Relationship ManagementCRMs Are Mission Critical to Nonprofits.

According to Idealware:

“CRM – Constituent Relationship Management – is the set of processes and supporting technologies used to acquire, retain, and enhance constituent relationships.”

“Constituent” refers to ALL people with some relationship to the organization - donors, funders, volunteers, clients and all other people who help an organization to achieve its mission or are benefactors of the mission.

“Enhancing the constituent relationship” can mean increasing donation amounts and frequency, volunteering, event attendance, client and supporter satisfaction, or other activities that further the impact of an organization’s mission.

http://idealware.org/articles/relationship_centric_org.php

http://idealware.org/articles/relationship_centric_org.php


Poll

How does your organization manage constituent relationships?

1. Spreadsheets

2. Different tools (email list software, donation software, etc.)

3. CiviCRM

4. Salesforce

5. Other


Why use a CRM?

Avoid data silosDifferent tools for email list, donations, petitions.- can't ensure accuracy of data and access to data- more difficult to correlate data

Move beyond spreadsheetsSpreadsheets can be tedious, and often an inefficient way of managing constituent information.

Communicate more effectivelyNot all your constituents are the same. CRMs allow you to tailor and segment your communications.


Online Strategy:

CMS & CRM Integration

Open Source CMS ToolsMany nonprofit websites are created with open source CMS (Content Management System) tools like Drupal, Joomla and Wordpress instead of proprietary CMS tools.

Website Redesign ProcessWhen organizations go through website redesigns, the focus is often on CMS tools for managing website content. However, website forms, email subscriptions, event management, donation forms, all involve CRM functions.

CMS & CRM Integration – Which comes first?Organizations often select the CMS first and afterwards look for CRMs that integrate with the CMS of their choice. However, CRM should not be an afterthought. Some would say they are even more mission critical than CMS tools.


Poll

Which CMS does your organization use to manage your website?

1. Drupal

2. Joomla

3. Wordpress

4. Other

5. Don’t know


CiviCRM Story Founded in 2004

CiviCRM started in 2004 by Dave Greenberg, Donald Lobo and Michal Mach. The founders had a lot of previous experience working with nonprofits and tools.

Grounded in Open SourceThere are no license costs or user fees associated with downloading, installing, or using the software.

Built for NonprofitsCiviCRM was created specifically for nonprofits, and takes into account nonprofit needs such as memberships, donations, events, volunteer management and more.

Nurtured & Improved by CommunityThe CiviCRM community is constantly coming up with improvements & innovations that are contributed back to the community, so everyone can benefit from them.


Who uses CiviCRM?

Over 10,000 nonprofits worldwide

Some organizations that use CiviCRM:

- Amnesty International

- Electronic Frontier Foundation

- Leukaemia & Lymphoma Research

- UNESCO

- United Methodists/End Malaria

- Wikimedia Foundation


Why Use CiviCRM? CMS Integration or Not

Integrate with Drupal, Joomla and Wordpress or host a CiviCRM instance independent of

your CMS tool.

Control over CostsAvoid unpredictable monthly costs and licensing fees from proprietary vendors. Decide

when to upgrade or when to invest in customizations.

Customize to Fit Your NeedsCustomize to the specific needs of your organization.

Benefit from Community InnovationBenefit from the constant development & innovation happening in the community.


CiviCRM lets you manage…

Members

DonorsEvents

Volunteers

Campaigns

Email Lists

and more…

CiviEvents

CiviCampaign

CiviVolunteer

CiviMail

CiviContribute

CiviMember

http://book.civicrm.org/user/current/

introduction/components/

http://book.civicrm.org/user/current/introduction/components/


CiviCRM Success StoriesGlenwood Community Church

http://goo.gl/93Nejn

Challenge: Looking for Single

Solution for their Database

Woes

CiviCRM Community: Attended

CiviCon, visited Civi forums,

learned using CiviTeacher

Achievements: Shared contact

information, targeted emails,

members update information

via webforms, customized

reports & more.

http://goo.gl/93Nejn


CiviCRM Success StoriesFoundation for Prader-Willi Research (FPWR)

http://goo.gl/LfdYPP

Challenge: Difficult to find supporters who

will organize and host fundraising events

to support your cause

Solution: Community of donors who raise

money on our behalf through their own

social networks

Goal: Set up Personal Campaign Pages

How? Custom CiviContribute pages

wrapped in WebForms to create an

integrated event donation experience

Result: Processed over $500,000 in

several months

http://goo.gl/LfdYPP


CiviCRM Success StoriesGMO Free Connecticut

http://goo.gl/GuKvMe

Goal: Mobilize Supporters to Enact Change

Challenge: Manually adding people to list

Solution: Utilized the profile functionality

in CiviCRM to create an online newsletter

sign up, and CiviMail to send out emails.

Results: Sent bulk emails to inform several

thousand supporters what was happening

in the Connecticut state capitol and who

they needed to call and email. The Bill

passed!

http://goo.gl/GuKvMe


CiviCRM Success StoriesNational Association of the Deaf

http://goo.gl/NDJxVK

Event Management: Use CiviEvent to host conferences, workshops, trainings and their Biennial Conference.

Membership Management: Manage about 5,000 members and about 26,000 emails in CiviCRM.

Email: Segments their email groups based on the task force they belong to, as well as their needs and interests.

Results: More efficient in their daily operations.

http://goo.gl/NDJxVK

@ Year 10A key measure of our success will always be the social good that CiviCRM generates, and the stories that we hear from organizations

that are doing amazing and innovative things with CiviCRM.

Vision★ CRM for the “civic sector”

★ For any size organization

★ Own your data / own your software

★ Integrated online presence

★ Collaborate and innovate

Values★ Quality: reliable and easy to use

★ Openness: integrate and extend

★ Privacy: protect your constituents info

★ Community: welcoming and sharing

Global Reach

Medecins Sans Frontiers South AfricaFundraising for emergency aid

Ecology Action CenterBuilding a healthier Nova Scotia

Ecosystem★ 57 Partners

★ 8,800 Newsletter recipients

★ 4,200 Downloads last month

★ 200+ Sprint participants

★ 450+ Code commits last month

Get Started★ Learn more: book.civicrm.org★ Try it: demo.civicrm.org★ Training: civicrm.org/upcoming-events★ Find an expert: civicrm.org/providers★ Turn-key: civicrm.org/providers/hosting★ Do-it-yourself: civicrm.org/download

http://book.civicrm.org/user/

https://civicrm.org/go/demo

https://civicrm.org/upcoming-events

https://civicrm.org/providers

https://civicrm.org/providers/hosting

https://civicrm.org/download


Ginkgo Street Labs: How We Can Help?

Hosting & Support ServicesWe make it easy for you to get started. Besides hosting, we also offer ongoing

support.

CiviCRM Upgrade ServiceAlready have CiviCRM and need an upgrade? We can help you to upgrade to 4.5.

CiviCRM CustomizationsPerplexed by CiviCRM customizations? We can help you.


Next Steps

Share your feedbackA survey link will be emailed to you after the webinar. Please take a few minutes to share your suggestions.

Connect with usJoin us on Twitter, Linkedin and Facebook. http://twitter.com/ginkgostreethttps://www.linkedin.com/company/ginkgostreet-labshttps://www.facebook.com/GinkgoStreet

Schedule a free consultationWe look forward to talking to you about your CRM [email protected]

http://twitter.com/ginkgostreet

https://www.linkedin.com/company/ginkgostreet-labs

https://www.facebook.com/GinkgoStreet

mailto:[email protected]


Upcoming Events

Jan. 12, 2015: CiviCRM 101 Webinar Series http://goo.gl/U0TKfK

April 20-23, 2015: CiviCon Denver http://goo.gl/b8IvRk

Apriil 20-21: User and administrator training and developer training

April 21- CiviCRM Discovery session

April 21 - Free showcase event

April 22-23: CiviCon Denver

http://goo.gl/U0TKfK

http://goo.gl/b8IvRk

power of civicrm webinar

Technology

proprietary cms tools

constituent relationships

civicrmcrms nonprofits

data silosdifferent

crm functions

organizations mission

constituent information

website forms