AdoptOS

Assistance with Open Source adoption

CRM

Paths to sustainability

CiviCRM - Tue, 12/11/2018 - 06:01

Last month I attended Sustain Summit 2018: an inspiring 'one-day event for open source sustainers' organised by Open Collective. It was great to spend a day with people who are working hard to tackle the sustainability problem. Some focused on their own projects, others looking more broadly across the open source ecosystem. The sustainability conversation has moved on significantly since the last time I looked, in about 2013, and there are lots of new ideas and projects with the potential to impact how we work.

Categories: CRM

Events online training: December 11th

CiviCRM - Fri, 12/07/2018 - 17:16

Take your event management to the next level with this Cividesk on-line training session designed for current users of CiviCRM on Tuesday, December 11th  at 10 am MT/ 11 am CT/ 12 pm ET. This course is an excellent follow-up to the Fundamentals of Event Management class taught by Cividesk.

Categories: CRM

5 customer retention tips to grow your business

VTiger - Fri, 12/07/2018 - 07:36
Whether you are a start-up or a Fortune 500 company, retaining customers is your magic potion to run a profitable business. While customer acquisition is all about attracting new customers to grow business, customer retention focuses on keeping customers happy and doing more business with you. Why should you focus on customer retention? While customer […]
Categories: CRM

It's a nice day for a white menu...

CiviCRM - Thu, 12/06/2018 - 14:20

It's a nice day to... LEEEEExIIIIIIIM!

Categories: CRM

CiviCRM 5.8.0 release

CiviCRM - Thu, 12/06/2018 - 08:57
CiviCRM version 5.8.0 is now ready to download.  RELEASE NOTES: Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version.  The release notes for 5.8.0 can be accessed here.   SPECIAL THANKS:
Categories: CRM

Just published extension Contact Specific API Defaults

CiviCRM - Tue, 12/04/2018 - 06:10

I have just published the CiviCRM native extension Contact Specific API Defaults which allows you to specify specific defaults for API fields for a contact.

The extension was funded by Mediwe and developed by CiviCooP based on this use case:

Categories: CRM

Membership Management online training: Wed. December 5th, 12 pm MT

CiviCRM - Mon, 12/03/2018 - 16:56

Cividesk is offering the Fundamentals of Membership Management training session for new users on Wednesday, December 5th starting at 11 am PT/ 12 pm MT/ 2 pm ET.  This training class will help you get started using the membership module by learning how configure membership types, create an online membership sign-up page, track current and expired members, create a membership report and much more.  

Categories: CRM

Extended Security Release Update

CiviCRM - Sun, 12/02/2018 - 10:27

CiviCRM Users by Version
Categories: CRM

Event Management online training - Friday, November 30th

CiviCRM - Tue, 11/27/2018 - 17:27

Learn the basics of customizing CiviEvent for your organization, the steps to create an online event, and how to manage and track event participants during this 2-hour online training session taught by Cividesk

Categories: CRM

New Mixed License Pricing: Pay for what your users really use

VTiger - Wed, 11/21/2018 - 01:01
In today’s increasingly competitive business environment, staying ahead of the game is getting harder. In addition to needing to market everywhere, and provide competitive products and services, businesses also need to provide an outstanding customer experience. Part of how they do the latter is with CRM Software – which, when used right, helps businesses acquire, […]
Categories: CRM

WordPress Admin Styles for CiviCRM with WordPress

CiviCRM - Mon, 11/19/2018 - 15:39

In the past few weeks we have been looking at how a more uniform user experience could be provided between CiviCRM and WordPress dashboards. We looked at potentially leveraging Shoreditch, but quickly realized that it's dependent on a Drupal theme and the readme clearly stated that is was only for Drupal. So we stepped back and looked at how we could do this with CSS changes that apply to the admin only, since this is not affected by the theme at all.

Categories: CRM

Vtiger’s Most Awaited Release: Sales Enterprise Edition

VTiger - Sat, 11/17/2018 - 23:50
Each year a multitude of organizations spend huge sums of money trying to find better ways to grow sales. This in itself is a testimony as to how important sales can be to organizations. From a customer’s standpoint, your sales team is their first point of contact with your organization. The extent of brand loyalty […]
Categories: CRM

CiviTutorial - Another MIH Success!

CiviCRM - Thu, 11/15/2018 - 12:07

We came down to the wire with CiviTutorial, having less than a day to go before the Make It Happen campaign funding its development was set to expire. In the end, we had 24 awesome donors pitch in to fund the extension and make CiviTutorial a reality.

Categories: CRM

A CiviCRM Rebirth

CiviCRM - Wed, 11/14/2018 - 17:22

An interview with Restoring the Foundations Ministry

Restoring the Foundations Ministry (RTF) is an integrated approach to biblical healing, with over 200 teams around the globe providing training and personal ministry to churches and people seeking help. The mission of the organization is to offer “hope for healing, freedom from life’s deepest struggles, and renewed purpose for living.” Jaque Orsi, office administrator at RTF, recently spoke with Cividesk to share her experiences of using CiviCRM. 

Categories: CRM

Save time and prevent data-mapping errors with Vtiger’s multi-module picklists

VTiger - Tue, 11/13/2018 - 03:53
Imagine a scenario where a set of values need to be common to a couple of picklists across different objects or modules. For instance, the values for contact status need to be “Active”, “Inactive”, “Positive”, “Negative” or “Neutral” across two different modules namely – the Contact Module and the Opportunity Module. To make this happen, […]
Categories: CRM

CiviCRM Version 5.7 - Candidate for Extended Security Release

CiviCRM - Mon, 11/12/2018 - 16:07

The first Wednesday of the month is an important day for the CiviCRM community. It’s the day where a new, scheduled monthly release drops. These normally include bug fixes, minor features changes and improvements. Nothing earth shattering (hopefully). Upgrades are typically routine and easy. For many, this is a fairly painless process to manage, especially as the ease of upgrade and release reliability have improved over the years. 

Categories: CRM

CiviCRM 5.7.0 release

CiviCRM - Mon, 11/12/2018 - 14:00
CiviCRM version 5.7.0 is now ready to download.  RELEASE NOTES: Big thanks to Andrew Hunt from AGH Strategies for putting up together release notes for this version.  The release notes for 5.7.0 can be accessed here.   SPECIAL THANKS:
Categories: CRM

Webinar #Giving Tuesday (in Spanish) - Prepara tu campaña con CiviCRM

CiviCRM - Fri, 11/09/2018 - 05:09

Te invitamos a nuestro próximo webinar el día 13 de noviembre a las 11h

¿Has lanzado tu campaña de #GivingTuesday? ¿Has definido tu estrategia de comunicación? Si aún no lo has hecho o si lo has hecho, pero tienes dudas o quieres hacer tu campaña más atractiva, regístrate a nuestro webinar gratuito en el que trataremos los siguientes puntos:

Categories: CRM

Online Training: Contact Management for New Users rescheduled for November 20th

CiviCRM - Thu, 11/08/2018 - 14:36

Are you new to CiviCRM and need to learn the basics of contact management? want to know more about relationships, searching, groups & tags and how to create an activity report?

Categories: CRM

Mass Emailing using Mosaico online training session - November 7th

CiviCRM - Fri, 11/02/2018 - 16:37

Join Cividesk for this NEW online training session that will introduce the basic concepts of CiviMail and how to use the new Mosaico extension to create a professional and responsive newsletter. 

Click here to register for this one hour training session on November 7th at 10 am MT/11 am CT/12 pm ET.

Categories: CRM
Syndicate content