Planning a CRM?

Submitted by Bari Pollard on Fri, 01/03/2020 - 09:30

Implementing a CRM system can be a challenge, especially for small and mid-size organisations that have limited or no IT staff or expertise. With this in mind we have created a short guide to cover the basics of implementing a new CRM for you organisation. Please feel free to download this and use it to help support your implementaion of any new system.


 

Managing CRM implementation: Client-Side

Submitted by Bari Pollard on Fri, 09/13/2019 - 08:39

According to research, success in 68% of technology projects is “improbable”.

Internally, poor planning and management, lack of communication and executive sponsorship are all problems that can often cause a CRM implementation to go over budget, not be delivered on time or fail completely, due to inappropriate design or lack of adoption.

When an organisation decides to implement a CRM (Contact and Relationship Management), a lot of initial planning is needed on the client side, right from the design stage through to user adoption, in

Reports and exporting information in CiviCRM - A User Guide

Submitted by Alice Gaskell on Thu, 05/12/2016 - 16:32

 Reports and exporting information in CiviCRM - User Guide

 

 

1. Reports VS Search- which is most suitable for your requirements? 

 

1.1 Reports

Reports allows users to easily view complex data. This is particularly useful when users require the same or similar information repeatedly. This information can be made available in various ways: