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Author Topic: Is Civic CRM suitable for our association for membership  (Read 820 times)

aortaunton

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Is Civic CRM suitable for our association for membership
February 07, 2014, 06:44:17 am
Hi,

We are looking at CivicCRM as a potential MRM (Membership Relationship Management), we presently use Progress and would potentially like to make the move.
We are an Association and have 26,000 members (5,000 live members). we also need to be able to pull information from the crm into our website of our members area on the website.
Is there anyone out there that is similar to us and has made the move to CivicCRM.

We have the following modules:
Membership
Area Groups
Events and meetings
Finance
Renewals, Reminders, Confirmations and Receipts
Advertisers
Schools
CPD Approvals
CPD (Membership)
Insurance information
Training
Search for member
Reports and Queries
Contact (History, letters, emails etc)
Security
IT Configuration
Members Area
Client Records
Sales
Reflexions (magazine subscription).


Many thanks in advanced.

Hershel

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Re: Is Civic CRM suitable for our association for membership
February 15, 2014, 11:30:04 am
Your question is hard to answer because it's a bit complicated. Everything you want can probably be done but there are a lot of details missing. It would certainly require some advanced configuration and some "assistance" from your CMS, but I think it could work.

You might want to contact a CiviCRM Ambassador for more assistance.
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Eileen

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Re: Is Civic CRM suitable for our association for membership
February 16, 2014, 09:19:12 am
The problem with that list is that we don't really know what is involved in the modules you described - for example I have no idea what 'Schools' might mean to you. We certainly have customers that use CiviCRM for magazine subscriptions, events, membership, renewals reminders & receipts, searching,  reporting, contact management but I'm less clear what you mean for the other items.

For example client records could mean case management, it could mean attaching pdfs to contact records, it could mean allowing permissioned access. I would suggest your next step should be to expand you list with a few bullet points explaining what you expect from each item. Try to avoid describing them in your existing systems language. Aim for plain English.
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Shai

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Re: Is Civic CRM suitable for our association for membership
March 05, 2014, 05:23:02 pm
Hello @aortaunton,

In addition to what Hershel and Eileen wrote, it is important to know why you are leaving your current product and what you hope to gain by moving to a different system.

Moving the data from one system to another can be a complicated and expensive process. You might find that you'll need to change the way you currently do certain things.

You'll also need to account for how you are going to manage data after you have exported data from your current system but before the new database goes live.

CiviCRM is awesome software with a wonderful community. But with a complex current workflow and lots of existing data, it requires a lot of planning, time, and expense to make the move.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Is Civic CRM suitable for our association for membership

This forum was archived on 2017-11-26.