On Tue, Sep 29, 2009 at 8:20 AM, Stormy Peters <[email protected]> wrote: > The CiviCRM team has offered to help. Who should I put them in touch with? > >> Donald Lobo said... >> >> We'd be happy to help and assist the GNOME foundation with the CiviCRM >> implementation :) I'm the CiviCRM lead developer and we definitely would >> like to see you'll use the software effectively :) >> >> You can contact us on IRC / forums (http://forum.civicrm.org/). We did >> note a GNOME developer asking questions on the CiviCRM channel (we were >> offline at that time, but a few community folks took care of him :)
I asked a bunch of questions about CiviCRM on their channel but am far from being considered a gnome developer. Would installing this on label be ok? If not does anyone have any other suggestions? Can I get a few people to agree with that? If so I'll work on it tonight. > On Mon, Sep 28, 2009 at 10:30 AM, Stormy Peters <[email protected]> wrote: >> >> GNOME Sys Admin team, >> >> How do we move forward with this? >> >> Thanks, >> >> Stormy >> >> On Thu, Sep 17, 2009 at 3:15 PM, Jeff Schroeder <[email protected]> >> wrote: >>> >>> On Thu, Sep 17, 2009 at 1:39 PM, Paul Cutler <[email protected]> wrote: >>> > Jeff - I believe you had the action item on installing a CRM system >>> > once one >>> > was picked. >>> > >>> > From an infrastructure point of view (security notices, bug fixes, >>> > etc), do >>> > you have any opinions? >>> > >>> > Thanks. >>> > >>> > Paul >>> >>> Hey paul, thats news to me :) >>> >>> It looks like you are looking for Sri or Alexandro: >>> http://live.gnome.org/SysadminTeam/Meeting20090814 >>> >>> If you need help setting it up or what not I'd be more than happy to >>> help this weekend. When poking around and asking on #civicrm about it, >>> Nathan Kinkade of the Creative Commons Tech team answered several >>> questions about it. A standalone version of civicrm exists but isn't >>> really supported. That leaves us with the choices of using Drupal, >>> Joomla, or writing integration to our new Plone CMS. Another guy on >>> IRC mentioned they use Drupal only for CiviCRM which is also an >>> option. If you want my opinion, lets do it. >>> >>> > ---------- Forwarded message ---------- >>> > From: Stormy Peters <[email protected]> >>> > Date: Thu, Sep 17, 2009 at 2:58 PM >>> > Subject: CRM recommendation: CiviCRM >>> > To: GNOME Marketing List <[email protected]>, GNOME Foundation >>> > Membership Committee <[email protected]> >>> > >>> > >>> > GNOME Marketing Folks & Membership Committe, >>> > >>> > We'd like to use a CRM system to track finances, donors, sponsors, >>> > members, >>> > etc. >>> > >>> > I'm recommending that we use CiviCRM, http://civicrm.org, and I'd like >>> > your >>> > feedback. (Note that one way to do this would have been to install all >>> > the >>> > CRM systems or to get demos of all of them. I didn't do that. I read >>> > about >>> > them, talked to people and checked out their webpages.) >>> > >>> > Here are some of the reasons I think we should use CiviCRM (over >>> > SalesForce, >>> > SugarCRM,Oracle, SAP ...) >>> > >>> > CiviCRM is used and well liked by a number of other free software >>> > organizations: >>> > * QuestionCopyright.org >>> > * opensourcematters.org >>> > * Wikimedia >>> > * Wikipedia >>> > >>> > Here are the things we need it to do (that it does): >>> > * It's free software: under an open source license (GNU AGPL) and >>> > developed >>> > in an open source model with a community. >>> > * We can install it and support it ourselves. (Several people voiced >>> > dislike >>> > with the hosted some where else model.) >>> > * Configurable - you can add and edit your own fields for every type of >>> > person you are tracking. >>> > * It has community support as well as paid support options. (We'd do >>> > community support but if the Foundation grows a lot, at some point it >>> > might >>> > be good to be able to hire back up support for the sys admin team.) >>> > * Integrates with Paypal and Google Checkout. >>> > * Automated mailings to donors (so we can thank them automatically, >>> > send >>> > receipts, send annual reminders, etc. Comes with features like groups >>> > and >>> > not resending to the same people, tracking click-throughs, handling >>> > bounces, >>> > etc.) >>> > * track people (members, volunteers, sponsors and donors) >>> > * track donations and subscriptions - it tracks in-kind, cash, and >>> > volunteer >>> > time >>> > * track events (not sure we would use this) >>> > * import and export contribution data to/from other systems like an >>> > accounting package (I don't know if it works with gnucash but I assume >>> > with >>> > some work we could make that happen if it doesn't already) >>> > >>> > It has lots of features that might be fun to have like: >>> > * "Allow constituents to create their own personal fundraising pages >>> > linked >>> > to an organization campaign. Supporters add their own add content, and >>> > can >>> > choose to include a progress bar and an 'honor roll' of contributors. >>> > Supporters are given 'soft credit' for each contribution that comes in >>> > through their fundraising page." >>> > >>> > It was designed for nonprofits. >>> > >>> > What it doesn't do: >>> > * document managent (Currently the board, Rosanna and I do not have a >>> > good >>> > place/way to put contracts like for our insurance, 401K plan, etc.) It >>> > does >>> > integrate with Joomla! and Drupal so I don't know if something could be >>> > done >>> > that way. >>> > * track action items (Currently Rosanna and I need a way to sync and >>> > track >>> > action items and the board manually tracks action items in the >>> > wiki/board >>> > meeting minutes.) It doesn't do any project management that I can see. >>> > It >>> > was suggested that you could use "activities" to manage tasks. I looked >>> > at >>> > it a bit and I think that would work. >>> > >>> > Areas where it might be weak: >>> > * Integrating with snail mail (and Rosanna sends out gifts for Friends >>> > of >>> > GNOME) >>> > * Managing prospects (the only prospects we keep now are sponsors and >>> > that >>> > number is suffiently small that we aren't doing lots of things to it >>> > automatically) >>> > * Accounting integration >>> > >>> > You can try it out here: http://drupal.demo.civicrm.org/. It seems >>> > relatively intuitive. >>> > >>> > I think it would make life easier for me, Rosanna, the treasurers and >>> > the >>> > Membership Committee. It would make it much, much easier to track our >>> > Friends of GNOME donors. >>> > >>> > Best, >>> > >>> > Stormy >>> > >>> > >>> > >>> > -- >>> > marketing-list mailing list >>> > [email protected] >>> > http://mail.gnome.org/mailman/listinfo/marketing-list >>> > >>> > >>> > >>> > _______________________________________________ >>> > gnome-infrastructure mailing list >>> > [email protected] >>> > http://mail.gnome.org/mailman/listinfo/gnome-infrastructure >>> > >>> >>> >>> >>> -- >>> Jeff Schroeder >>> >>> Don't drink and derive, alcohol and analysis don't mix. >>> http://www.digitalprognosis.com >> > > -- Jeff Schroeder Don't drink and derive, alcohol and analysis don't mix. http://www.digitalprognosis.com _______________________________________________ gnome-infrastructure mailing list [email protected] http://mail.gnome.org/mailman/listinfo/gnome-infrastructure
