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CiviCRM User/Admin Interview Questions

How would you describe your level of expertise with CiviCRM?

configuration and customization = experienced
Developing = intermediate

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2 out of 10

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How do you describe your role in implementing CiviCRM?

Define requirements, install and configure, supervise developers doing customization

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One man shop, do everything

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How much of CiviCRM do you use (CiviCRM/database, CiviMember/memberships, CiviMail/mass email, CiviDonate/donations)

Most of it, primarily CiviCon, CiviCRM. Specifications for CiviMem, a little CiviMail.

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Don't have a clear idea of everything it can do.
Memberships and contributions are the most important part.

How does CiviCRM help you achieve your goals?

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Natural fit with chapter based organizing
Volunteers that join the chapter can edit their own content.

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Why do you use CiviCRM?

Offers a full featured CRM solution, well integrated with drupal, since Drupal is CMS of choice CiviCRM's integration with drupal important.

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How does CiviCRM help your users/customers achieve their goals?

Allows tracking of donations, improves existing rudimentary donations solution with a more capable, secure solution.
Provides a strong base for building additional capabilities over time.
Customers can be secure since large usage of CiviCRM means it is and will remain a high quality solution.
CiviCRM gets customers closer to their goals (directories of individuals/groups/organizations, donations, etc.) out of the box. Minimizes customization required, offers lots of opportunities for configuration.

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Give members autonomy to maintain own data. Allows groups to have local control of memberships (managing expirations, etc.)

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How frequently do you use CiviCRM?

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How frequently do you administer CiviCRM?

Varies by situation. Fairly infrequent

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What are your most frequent usage tasks?

Looking up contributions. Monitoring contribution performance for a campaign
Send out emails

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What are your most frequent administration tasks?

Set up contribution pages

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What are your LEAST frequent usage tasks?

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What are your LEAST frequent administration tasks?

Create custom fields
Set up profiles
Set up various *types- location types, relationship types

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What do you find EASY to do with CiviCRM?

Set up custom fields
Set up profiles
Import

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Add and modify categories. Manage relationships.

What do you find HARD to do with CiviCRM?

Manage Groups
Install CiviMail
Steep learning curve and poor documentation to customize CiviCRM (as a developer)

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Hard to understand what is possible, how it works.
Hard to install.
How it is different/same as Drupal

What other important CiviCRM tasks did we not cover?

Need some way for developers to learn how to customize via documentation.

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Sign up and pay for a membership, event, volunteer opportunity

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