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Synapse india Reviews on Drupal 
and Joomla!
Agenda 
 What is CiviCRM? 
 Key CRM Features 
 Components: Contributions, Event and 
Membership Management, Broadcast Email 
 Who’s Using It 
 Evaluating CiviCRM for Your Organization 
 Installation Tips 
 Integration with Other Tools 
 Resources
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…
Key CRM Features 
 Record and manage information about your members, 
clients, volunteers, activists, donors, staff, affiliates, 
branches and vendors. 
 Define custom fields specific to your needs 
 Organize constituents into groups 
 Flexible search capabilities 
 Track interactions such as meetings, phone calls, 
emails, and define custom interaction types. 
 Map constituent locations 
 Collect constituent info and expose selected info to 
the “public” or “members” via CMS integration
Contributions & Membership 
Management 
 CiviContribute 
 Configurable online contribution pages 
 Automatic receipting 
 Premiums 
 Track online and offline contributions 
 Plugins for PayPal, Authorize.net and others 
 CiviMember 
 Configurable self-service member signup and renewal 
 Tracks member status based on your organization’s 
membership categories, periods and “rules”.
Event Management 
 Configure event info 
 Publish event info to iCal or RSS 
 Online event registration with auto 
receipting and confirmation 
 Price sets for complex event pricing 
 Offline registrations: import participant lists 
 Attendance sheets: export participant lists
Broadcast Email 
 CiviMail 
 High-capacity broadcast email 
 Integrated with CRM 
 Mailing lists are fixed or “smart” groups 
 Personalize via mail-merge with contact info 
 History of mailings and responses tracked for 
each contact 
 Tracks opens, click-thrus , and forwarding 
 Subscribe, unsubscribe and bounce-handling
New Features (v2.0) 
 Tell-a-friend - make it easy for donors, event participants 
and members spread the word. 
 Campaign widget - supporters can promote your fund-raising 
campaigns by adding a widget displaying real-time 
results to their own web pages. 
 Pay-by-check options for online contributions, membership 
signup and event registration 
 Case management (phase 1) - organize interactions with 
clients by case 
 CiviGrant - input and track grants to organizations, 
individuals or households 
 Custom search framework - search and display data “your 
way”
Who’s Using CiviCRM? 
 Non-profits of all shapes and sizes… 
 Local arts organizations and clubs 
 Regional environmental organizations 
 Foundations 
 Museums 
 NPO tech providers 
 Public interest lobbying groups and political parties 
 National and global membership associations and 
advocacy organizations …
Who’s Using CiviCRM 
 Bioneers 
 Community Partners 
 Canadian and New Zealand Green Party 
 Kabissa (African NGO portal) 
 QuestBridge 
 University of Michigan Museum of Art
Vibrant Community - Viral Growth 
 75,000+ total downloads (12,000 for 1.9 release) 
 Community forums 
 2,000+ members 
 14,000+ posts 
 Over 100 individuals and consultants have participated in the 
design and development of CiviCRM 
 Google Summer of Code Projects 
 Organizations like U.S. Public Interest Research Group and 
MySociety (PledgeBank.com) are sponsoring new features 
 3rd party module integration - Organic Groups, Ubercart, Ninjitsu 
Newsletter…
Future developments… 
 Multiple languages in a single site (GSOC) 
 Improved support for large hierarchical 
organizations (USPIRG) 
 PledgeBank for CiviCRM (MySociety) 
 Expanded Case Management features 
(tentative) 
…
Evaluating CiviCRM for Your 
Organization 
 Free software… BUT, requires technical skills OR budget for 
consultant to install, configure and maintain 
 Rapidly evolving in response to active user and developer 
community - top ratings in recent NTEN CRM survey 
 Growing integrator ecosystem. Some will host too. 
 http://civicrm.org/professional 
 “Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only 
service (CiviSMTP) 
Do you need a web-based non-profit focused CRM, with the 
current feature-set AND integrated with a Content Management 
application?
Integrate and Customize 
 CiviCRM Profiles - CMS integration 
 Registration and input forms 
 “Public” search and listings pages 
 Import and Export data 
 Custom screen layouts (templating) 
 Custom search framework 
 Public API's - allow other tools to insert, 
update and retrieve CRM data

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Synapse india reviews on drupal development

  • 1. Synapse india Reviews on Drupal and Joomla!
  • 2. Agenda  What is CiviCRM?  Key CRM Features  Components: Contributions, Event and Membership Management, Broadcast Email  Who’s Using It  Evaluating CiviCRM for Your Organization  Installation Tips  Integration with Other Tools  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. Key CRM Features  Record and manage information about your members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors.  Define custom fields specific to your needs  Organize constituents into groups  Flexible search capabilities  Track interactions such as meetings, phone calls, emails, and define custom interaction types.  Map constituent locations  Collect constituent info and expose selected info to the “public” or “members” via CMS integration
  • 5. Contributions & Membership Management  CiviContribute  Configurable online contribution pages  Automatic receipting  Premiums  Track online and offline contributions  Plugins for PayPal, Authorize.net and others  CiviMember  Configurable self-service member signup and renewal  Tracks member status based on your organization’s membership categories, periods and “rules”.
  • 6. Event Management  Configure event info  Publish event info to iCal or RSS  Online event registration with auto receipting and confirmation  Price sets for complex event pricing  Offline registrations: import participant lists  Attendance sheets: export participant lists
  • 7. Broadcast Email  CiviMail  High-capacity broadcast email  Integrated with CRM  Mailing lists are fixed or “smart” groups  Personalize via mail-merge with contact info  History of mailings and responses tracked for each contact  Tracks opens, click-thrus , and forwarding  Subscribe, unsubscribe and bounce-handling
  • 8. New Features (v2.0)  Tell-a-friend - make it easy for donors, event participants and members spread the word.  Campaign widget - supporters can promote your fund-raising campaigns by adding a widget displaying real-time results to their own web pages.  Pay-by-check options for online contributions, membership signup and event registration  Case management (phase 1) - organize interactions with clients by case  CiviGrant - input and track grants to organizations, individuals or households  Custom search framework - search and display data “your way”
  • 9. Who’s Using CiviCRM?  Non-profits of all shapes and sizes…  Local arts organizations and clubs  Regional environmental organizations  Foundations  Museums  NPO tech providers  Public interest lobbying groups and political parties  National and global membership associations and advocacy organizations …
  • 10. Who’s Using CiviCRM  Bioneers  Community Partners  Canadian and New Zealand Green Party  Kabissa (African NGO portal)  QuestBridge  University of Michigan Museum of Art
  • 11. Vibrant Community - Viral Growth  75,000+ total downloads (12,000 for 1.9 release)  Community forums  2,000+ members  14,000+ posts  Over 100 individuals and consultants have participated in the design and development of CiviCRM  Google Summer of Code Projects  Organizations like U.S. Public Interest Research Group and MySociety (PledgeBank.com) are sponsoring new features  3rd party module integration - Organic Groups, Ubercart, Ninjitsu Newsletter…
  • 12. Future developments…  Multiple languages in a single site (GSOC)  Improved support for large hierarchical organizations (USPIRG)  PledgeBank for CiviCRM (MySociety)  Expanded Case Management features (tentative) …
  • 13. Evaluating CiviCRM for Your Organization  Free software… BUT, requires technical skills OR budget for consultant to install, configure and maintain  Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey  Growing integrator ecosystem. Some will host too.  http://civicrm.org/professional  “Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP) Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application?
  • 14. Integrate and Customize  CiviCRM Profiles - CMS integration  Registration and input forms  “Public” search and listings pages  Import and Export data  Custom screen layouts (templating)  Custom search framework  Public API's - allow other tools to insert, update and retrieve CRM data