Using CiviCRM.pdf

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Using CiviCRM

Develop and implement a fully-functional, systematic

CRM plan for your organization using CiviCRM

Joseph Murray, PhD

Brian P. Shaughnessy

BIRMINGHAM - MUMBAI

Using CiviCRM

system, or transmitted in any form or by any means, without the prior written

permission of the publisher, except in the case of brief quotations embedded in

critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy

of the information presented. However, the information contained in this book is

sold without warranty, either express or implied. Neither the authors, nor Packt

Publishing, and its dealers and distributors will be held liable for any damages

caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the

companies and products mentioned in this book by the appropriate use of capitals.

However, Packt Publishing cannot guarantee the accuracy of this information.

First published: February 2011

Production Reference: 2170211

Published by Packt Publishing Ltd.

32 Lincoln Road

Olton

Birmingham, B27 6PA, UK.

ISBN 978-1-849512-26-8

www.packtpub.com

Cover Image by John M. Quick (

john.m.quick@gmail.com

)

Credits

Authors

Joseph Murray, PhD

Brian P. Shaughnessy

Reviewers

Alan Dixon

David Geilhufe

Mohamed M. Hagag

Rico Landman

Eileen McNaughton

Acquisition Editor

Steven Wilding

Development Editor

Neha Mallik

Technical Editor

Krutika Katelia

Copy Editor

Neha Shetty

Editorial Team Leader

Akshara Aware

Project Team Leader

Priya Mukherji

Project Coordinator

Shubhanjan Chatterjee

Indexer

Hemangini Bari

Proofreader

Aaron Nash

Graphics

Nilesh Mohite

Production Coordinator

Kruthika Bangera

Cover Work

Kruthika Bangera

Foreword

Donald Lobo, Michal Mach, and I started CiviCRM almost six years ago. Back then,

open source software had gained traction in the operating system arena, but the

idea of an open source application designed from the ground up to meet the needs

of non-profits and other civic sector organizations was pretty radical. We were

convinced that there was a natural affinity between the principals of open source

development, namely peer production, collaboration, and transparency, and the

goals and culture of many civic sector organizations.

As I see it, the chief benefit of open source software is that the capabilities of

the software grow and expand to meet the needs of the organizations that are

sponsoring and using it. This has been called "fitness for purpose", and differentiates

CiviCRM from other CRM software, which often is more like an ill-fitting "hand-me-

down" from the enterprise sector.

CiviCRM has grown to become the CRM software of choice for thousands of

organizations around the globe. We've built a talented and dedicated team of

developers, and met the challenges of building software which addresses the diverse

needs of organizations ranging from community arts groups to national membership

associations, grassroots organizations, political campaigns, religious organizations,

foundations, and government agencies.

Along the way, we've struggled with finding the right processes and tools for

nurturing a supportive and welcoming community, improving the quality and

usability of the software while responding to the never-ending stream of requests for

more (and more complex) functionality, and developing a revenue stream to sustain

the project. This is an ongoing journey, and the advent of the first commercially

published guide to CiviCRM is another milestone.

This book is a power tool of sorts. As a "manual of possibility", it will ignite new

thinking as to how you can maximize returns to your organization that have not

been possible before based on prior technologies you may have used (or lacked).

If you're a current CiviCRM user, you will find ways to streamline workflows and

leverage the data you have more effectively. Regardless of your situation, this book

Using CiviCRM.pdf

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