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Do you need a CRM?

Do you need a CRM?. Nicholai Burton Open-source enthusiast, CRM dude, Film geek. Greater Park Circle Film Society. Started in August 2008 60 events a year 2 major events 100% volunteer-run $12k / year budget No physical offices. Greater Park Circle Film Society.

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Do you need a CRM?

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  1. Do you need a CRM? Nicholai Burton Open-source enthusiast, CRM dude, Film geek

  2. Greater Park CircleFilm Society • Started in August 2008 • 60 events a year • 2 major events • 100% volunteer-run • $12k / year budget • No physical offices

  3. Greater Park Circle Film Society • 400 newsletter subscribers • 20-30 volunteers • 100 active members • 200 donors a year

  4. Starting tech? • Free Wordpress.com blog • Paypal donations • Google Docs

  5. Then what? • Drupal • CiviCRM • Open Atrium • PayPal • Square

  6. Why Civi for us? • Web-based • Open source • Runs on cheap hardware • Large user community for support • Community-driven (no corporate-controlled “roadmap”) • Documented and easy to learn • Self-service for contacts

  7. What do we use it for? • Contact management • Email marketing • Memberships and donations • Special events • Volunteers

  8. What else can it do? • Pledgesand recurring gifts • Grantmaking • Case management • Tell-a-friend • Personal campaign pages

  9. Big-time features • Custom fields • Address sharing and householding • Geocoding and Google Maps • USPS integration • Query builder • Reporting framework • Cool widgets to embed on any website

  10. Big-time features • CMS integration (Drupal, Joomla, soon Wordpress) • Payment processor integrations (15 of them!) • Scales up to millions of records • Internationalized and localized • API and customization capabilities

  11. A few users • Amnesty International • Creative Commons • University of Michigan Museum of Art • Wikimedia Foundation • The Conservation Fund • TechSoup • Maine State Society for Protection of Animals

  12. Caveats • Requires a techie to install Civi and to administer the server • Requires decent hosting ($20-30/month) • No 800 support number • No financial system integration

  13. Things to consider • Someone to manage it • Staff buy-in • Software training • Business process manual • Upgrades • Tech support

  14. It doesn’t have to be Civi • Systems just provide data, even paper • You must turn data into information • Consider your budget and your needs

  15. Sooo, do you need CRM? • Maybe, maybe not… • http://www.techsoup.org/learningcenter/databases/page12882.cfm

  16. Contact Info Nicholai Burton (404) 669-6243 nicholai.burton@gmail.com http://nicholaiburton.com

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