Re: CRM setup: need your review

[Stormy Peters <stormy gnome org>]

On Mon, Jan 4, 2010 at 8:56 AM, Jeff Schroeder <jeffschroed gmail com> wrote:

On Mon, Jan 4, 2010 at 7:33 AM, Stormy Peters <stormy gnome org> wrote:
>
>
> On Thu, Dec 10, 2009 at 4:02 AM, Dave Neary <dneary gnome org> wrote:
>>
>> At least in my mind, the data in Mango would be useful for our CRM, but
>> would only be part of the data we need. Other people going into the CRM
>> include representatives of other organisations, companies, partners and
>> potential partners who we come into contact with, who are not members of
>> the GNOME Foundation or GNOME account holders. Not to mention members of
>> GNOME User Groups around the world, event organisers, etc.
>>
>
> I agree that there will be some duplication. But as Dave points out, we need
> more information than we currently have in Mango and we need to make it
> available to different types of people.
>
> We need to track GNOME Foundation members, sponsors, companies, sponsorship
> money/payments, potential partners, who talked to them, ...
>
> Stormy

Denormalization isn't a big deal, I was just curious really. Sorry I
wasn't able to attend your meeting with the CiviCRM team. Work
schedules conflicted with the meeting. Have you had a chance to work
on setting up the CiviCRM install any? Do you need any help from the
SA team on setting it up further? It is way too early to respond to
email :)

I put in the advisory board members both companies and individuals. That took way longer than I thought it should (due to my learning curve.) Now I want to put in all the Friends of GNOME data. People who have donated, amounts and gifts owed/given.

Stormy