-
- Michelle Murrain, Nonprofit Open Source Initiative
2. What Ill cover today
- Examples of Open Source CRMs
3. So what is a CRM, anyway?
- CRM stands for Constituent Relationship Management
-
- aka Community Relationship Management
-
- aka Contact Relationship Management
-
- aka Customer Relationship Management (its for-profit
progenitor)
- There are many kinds, and they have different feature sets
4. Whats in a CRM?
-
- Track activities (calls, events)
-
- Event management and registration
5. Kinds of CRM
- Desktop & Client/Server CRM
-
- Download and install on network and/or desktops
-
- Download and install on your intranet web server, or on your
public-facing web server
-
- No download or installation all hosted on companies site
6. Categories of CRM by license
- Open Source In Spirit (built on proprietary platforms)
- Open Source CRM built on proprietary OS/Database
- Open Source CRMs built to run entirely on Open Source
platforms
- Software as a Service (not obtaining software, obtaining
services)
7. Examples of CRM: Proprietary
8. Examples: SaaS
-
- Both Salesforce and eTapestry are free (as in beer) for some
users:
-
-
- Salesforce 10 free licenses
-
-
- ETapestry free for 500 or fewer contacts
9. Examples: Open Source In Spirit
- METRIX (built with MS Access)
- EBase (built with FileMaker Pro)
10. Examples: Open Source
- Depends on proprietary OS and/or Database
-
- mpower open (built on .NET and depends on MS SQL server)
-
- Organizers database (Windows and Visual Basic)
-
- Compiere (requires proprietary databases)
11. Examples: Open Source
- Can be run completely using open source OS/tools
-
- Linux, Apache, MySQL, PHP (LAMP stack):
-
- Any OS, Apache Tomcat, Java:
12. Why Open Source CRM?
- Free as in beer - organizations can get good CRM without
spending a lot of money
- Free as in speech - you can see, and modify the code behind the
CRM
- Open APIs open source CRMs have open APIs (APIs that are
without cost, and documented)
- Help to enhance open source CRM by contributing to CRM
projects/products
13. Why Open Source CRM?
- People seem to be satisfied with their choice of open source
CRM:
-
- In the NTEN CRM satisfaction CiviCRM was first in satisfaction,
SugarCRM and Organizers Database were 3 rdand 4 th(out of 22
tools.)
-
- These tools were all ahead of Blackbaud, Convio, Kintera, and
other proprietary CRMs.
14. Why not open source CRM?
- You need features not present in any current open source
CRM
- Your staff are familiar with a particular CRM
- You want Software as a Service (SaaS)
15. Open Source CRM
- Allcurrent open source offerings are:
-
- Support (both paid and community) readily available
- Some are Enterprise Class
16. Web Based CRMs: CiviCRM
- LAMP Stack (Linux, Apache, MySQL, PHP)
- Integrates with Drupal or Joomla (Drupal is best)
- Has a new stand alone version
- Version 2.0 is newly released
17. Web Based CRMs: SugarCRM
- Written primarily for Sales in for-profit organizations
- LAMP stack, fully open source
18. 19. 20. 21. SugarCRM
-
- Can be used by large organizations
-
- Has a company behind it so paid support is easily
available
-
- Designed for sales/business
22. Client/Server CRM: mpower open
- Very mature product, very newly open source
- Comparible to Raisers Edge
- http://www.mpoweropen.com
23. mpower open
-
- Used by medium and large organizations
-
- Comparible to Raisers edge
-
- Company behind it paid support is readily availabe
24. mpower open
-
- Newly open sourced no community around it
-
- Currently depends on proprietary platform and database
25. Desktop CRM: eBase Pro
- Has been around for a long while
- Is not truly open source written with FileMaker Pro
- Can be customized if you own FileMaker Pro
- Good for small-medium sized orgs
26. 27. 28. 29. Dekstop CRM: Organizers Database
- Still under active development
- http://www.organizersdb.org
30. 31. 32. 33. How to choose a CMS
-
- Cost is not just the cost of software, it includes
implementation, support, and data migration
-
- Remember to include staff time in your calculations
- Can you identify sources of support?
-
- Paid support from vendor/company
-
- Community support (takes staff time)
34. How to choose a CMS, continuted
- Features what do you need?
-
- Tracking of activities and events
-
- Integrated online donations
-
- Email advocacy or newsletters
- Compare feature sets of different CRMs
35. How to choose a CMS, continued
- Open APIs, and ease of data import and export
- How important is open source?
- Platform issues (web, desktop)
- Database issues (some open source CRMs require proprietary
databases)
36. Resources
- Software choice worksheet:http://nosi.net/projects/primer
- NTEN CRM satisfaction
survey:http://www.nten.org/research/crm
- Great Idealware article on CRM:
http://www.idealware.org/articles/crm_software.php