Mastering CiviCRM: Crash Course

A free 10-day email course to teach you how to leverage CiviCRM for your organization’s goals.

Don’t worry, I hate spam too. I’ll never sell your info or send you anything more than what you’ve signed up for!

Ask yourself:

• Are you in love with the capabilities of CiviCRM, but overwhelmed by its complexity?

• Are you spinning your wheels trying to get the CRM to do what you need?

• Are you paralyzed by a fear of painting yourself into a corner by rushing into a new feature or configuration?

If you feel that way, you’ve got a lot of company. CiviCRM is a robust and complex system — you can do an awful lot with it, but making it do exactly what you need can be tough.

It doesn’t have to be that way.

In the Mastering CiviCRM Crash Course, you’ll learn

• How to manage the complexity of this robust system so you can take advantage of its full capabilities.

• Actions you can take now to get the functionality you need.

• How to make smart decisions early on so you can have great results long-term.

What does it really take to succeed with CiviCRM?

First let's define what we mean by "succeed".

By success I do not mean any of the following:

• Never hitting a challenge

• Instant gratification

• Perfection

Success means simply this: You have clear and measurable goals, and you achieve them.

And by "succeeding with CiviCRM," I do not mean that you will become the worldwide expert in this or any other system. Instead I mean that you will achieve valuable goals for your organization's mission, by leveraging what CiviCRM has to offer.

In nearly 15 years helping community-driven organizations nail their goals with CiviCRM, I've seen that the ones who get the most out of their systems are those who implement a few common principles.

The Mastering CiviCRM Crash Course covers these 10 topics:

• Intro Lesson: Chart your own path to CiviCRM mastery

• Lesson 1: Prioritize your actions based on your goals

• Lesson 2: How to distinguish between investments and expenses

• Lesson 3: Reduce costs by reducing complexity

• Lesson 4: Build in-house expertise

• Lesson 5: How to find and utilize free instructional content

• Lesson 6: Retain and accumulate in-house systems knowledge

• Lesson 7: How to benefit from (and contribute to) the wider CiviCRM community

• Lesson 8: The absolute best bang-for-buck CiviCRM learning investment

• Lesson 9: How to get great professional help when you need it

• Lesson 10: Why you should keep abreast of new developments, and how

Sign up here to start with your first lesson:

About Allen

Hi! I'm Allen Shaw, founder and Managing Director here at Joinery. I've been helping ambitious organizations meet their development goals with professional CRM solutions since 2001, first with custom-built solutions, and now – for nearly 15 years – focusing exclusively on CiviCRM as a platform that's built from the ground up for community-driven organizations. I'm a regular contributor of improvements to systems including Drupal and CiviCRM, and the Group Lead for the CiviCRM Extensions Working Group, where we continually shepherd new developers who are eager to make their own contributions to the community.

I’m on a mission to help associations love their CRM again and stop wasting effort on poorly planned projects. Care to join me? You’ll be glad you did!