Bureaucrats, confirmed, Administrators
4,558
edits
Changes
no edit summary
Note: The CiviCRM project hosts demo sites at https://civicrm.org/demo
At Coastal Trails Coalition, we've sought to improve operations for quite some time. A systematic review of the tools, people and processes involved has led to the focus on implementing a Constituent Relationship Management (CRM) system. A comprehensive CRM system serves as the digital control center for the organization. As is typical, our data are spread across multiple systems and functions which leads to a host of operational problems such as inefficiency, lack of responsiveness, duplication of effort, and generally making it truly difficult to aggregate in a way that allows for a holistic view of relevant information. A CRM can dramatically improve this situation.
=== System ===
* Direct entry "click the screen" where you want to edit
* Integrated Maps (Open Street Maps, Google Maps or Yahoo Maps)
* Unlimited Custom Data Sets
* Unlimited Custom Data Fields
* Quick Search, Advanced Search, And and Advanced Query Builder Capabilities** Searches as you type (auto-complete)** Select which field you want to search. eg. search for "Lawyer" as Name, Title, or Street** Edit criteria = refine your search from the results screen** Change output format and profile
* Customized Organizational Hierarchy & Access Rights
* Send Individual, Group, Or Bulk Emails
* Customized Data Export To Multiple File Types
* Manage Tasks
* Deleting contacts sends them to the trash, so you can 'undelete' them later. You can even search through your trash if you're looking for a 'missing' record.
* Custom Profiles allow you to view your data in any way you want (e.g. remove country; add gender) and profiles are also used for registration/edit
=== Constituents ===
* Unified View For All Constituent Types
# Correspondence filing - send email to crm@coastaltrails.org
# Deduplication - merge Greg and Greg
# Phone appends
# Email appends (clickable record UI)
# Mark as Deceased
# Search for 'family', cleanup
# Advanced Search
# Add New Contact
# Add Michelle to Board of Directors group
== Contributions ==
== More ==
Call {{CompanyName}} and ask about a demonstration. Any demonstration fee counts as a bonus towards a future Installation.
[[Category:CiviCRM]]
[[Category:CRM]]