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Integrating CRM with Drupal: Maximizing Engagement and Efficiency

Learn how to extend your Drupal website with a CRM system to streamline business operations, manage leads, enhance engagement, and boost donations. Explore integration options, features, customization, and platforms for seamless CRM integration with Drupal.

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Integrating CRM with Drupal: Maximizing Engagement and Efficiency

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  1. Extending Drupal with a CRM Drupal Melbourne, Jan 8th, 2013 Chris Ward @chrischinch

  2. Chris • Pablo

  3. Cate Feeds

  4. Pablo Sleeps

  5. There are a few options…

  6. Two divisions of CRM Sales • Lead management • Social • Business streamlining Non-profit • Engagement • Donations • Memberships

  7. Platform: Drupal 6/7, Joomla!, Wordpress License: Open Source Type: nfp/misc Activity: Medium Integration: Views, Roles, Rules, OG, Ubercart, Webform Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports, Grants, Surveys, SMS Customisation: High (Config, HTML, PHP), Extensions

  8. Platform: Drupal 7 License: Open Source Type: nfp/misc Activity: Low Integration: Views, Roles, Rules, Fields, Entity, Commerce Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports Customisation: It’s basically Drupal

  9. CRM Core Platform: Drupal 7 License: Open Source Type: misc Activity: Low Integration: Entity, Fields, OG, Roles Features: Contact management, Activities, Customisation: It’s basically Drupal

  10. Platform:Saas License: Saas Type: Sales Activity: High Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile, Google Apps, Surveys, Sales / Inventory Customisation: Commercial, 3rd party, API

  11. Platform:Saas License: Saas Type: nfp Activity: Medium Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile Customisation: 3rd party

  12. Platform:Saas License: Saas Type: Sales Activity: Medium Integration: API (Acquia), Contact creation Features: Contact management, Activities, Email, Reports, Social, Mobile, Microsoft/Office, Sales/Inventory Customisation: 3rd party

  13. And others… • SAP • OpenERP • vTiger

  14. But why integrate? • One login for your visitors • Consistent visual appearance • Extraction of key data • Automation of processes

  15. Chris & Cate More time for… Fun

  16. Pablo More time for… Sleeps

  17. Thanks! Chris Ward @chrischinch chris@moatmedia.com.au www.linkedin.com/in/chrischinchilla

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