HCFI migrates to CiviCRM
1. WHAT WAS THE AMBITION WHEN YOU STARTED WITH CIVICRM?
HCFI is an international Christian organisation that organises seminars, conferences and training for her members and people who are interested in her activities. People can also support HCFI by donating money or becoming a member.
Through a changing structure and ambitions for the future, they needed a clear website and a CRM application to support and speed up that process of change.
HCFI wished to have the following functionality:
- Registering and managing of contacts
- Send mailings
- Registering of financial data and online payments
- Managing donors and organisation donor journeys
- Organising trainings and events, registering participants
- Handle paid trainings and events
- Organisation access for Drupal and CiviCRM users
- Multilingual website
2. CAN YOU DESCRIBE THE PROJECT IN A FEW SENTENCES?
We chose for a step by step approach. We first set up our website in English, with a basis CiviCRM install. Our aim was to have all contacts, wchich we kept at different places using seperate files, imported in CiviCRM so that we could send mailings and newsletters to our supporters.
Since we had access to our own test website, this was easy to do. We imported all files into our test environment first and when we saw it did what it had to do, we migrated it to our live website. Immediately after that we could send our first international newsletters from CiviCRM.
We immediately continued with phase 2: implementing the possibility for our donors and supporters to donate through iDEAL or PayPal. Concurrently we also added a second language to our website: Spanish. The other 6 languages will follow in the next year.
For phase 3 we are planning to implement events and (paid) trainings.
3. WHAT IS THE ROLE OF CIVICRM NOW?
All data in one place and every contact is unique (no doubles). Volunteers of HCFI worldwide have all access to the same database and changes made by one volunteer is immediately available for others.
Our mailings and newsletters reach far more people because of the combined e-mailadresses and the detailed mailingreport gives us insight of the effect of our mailing.
On the website people can donate and pay with iDEAL and PayPal.
It is our challenge as an voluntary organisation to ensure all our volunteers will actually use CiviCRM to manage their contacts. We are also focussing to extend our promotional activities so that we generate more traffic to our website and hopefully more donations as an effect of that.
Because this has to be organised and done first, we have decided to postpone phase 3 (events and paid training) to 2017.
4. WHAT WAS THE EFFECT CIVICOOP HAD DURING OR AFTER THE IMPLEMENTATION
CiviCooP played an important role during the implementation of the website and CiviCRM by listening carefully to our wishes and advise us about the approach.
Since we are such a small organisation, we wanted to act quickly and started soon after the kick off with phase 1: install and configure CiviCRM. Since CiviCooP is very experienced in implementing and configuring CiviCRM, they helped us really well and things were done in a relative short period.
After the implementation CiviCooP ensures we get important updates and the CiviCooP Helpdesk supports HCFI in case we have any questions.
CiviCooP made sure we had quick access to CiviCRM and our multilingual website of HCFI Global. Apart from that we have approximately every three month contract for advice on the use of CiviCRM. It is nice to know there are people who know what we want to achieve and help us realising that.