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 >
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