On Tue, Sep 29, 2009 at 4:26 PM, Jeff Schroeder <[email protected]> wrote: > 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.
Go for it :) >> 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 > _______________________________________________ gnome-infrastructure mailing list [email protected] http://mail.gnome.org/mailman/listinfo/gnome-infrastructure
