Extend Drupal with a CRM, DrupalGov 2013
-
Upload
chris-chinchilla -
Category
Technology
-
view
365 -
download
0
description
Transcript of Extend Drupal with a CRM, DrupalGov 2013
Extending Drupal with a CRMDrupalGov, August 2013@chrischinch, @chrisdubrow, Martin Schwall
CateChris
Pablo
PabloCate Feeds
Pablo Sleeps
Two divisions of CRMSales Lead management
Social
Business streamlining
Non-profit Engagement
Donations
Memberships
But why integrate? One login for your visitors
Consistent visual appearance
Extraction of key data
Automation of processes
More time for…
Chris & Cate
Fun
Pablo Sleeps
RedHenPlatform: 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
Questions?Chris Ward@chrischinchLook for ‘Chris Chinchilla’ on LinkedIn, G+ etc
CiviCRM case study: Australian Greens• National body with states,
• One CiviCRM, using Drupal multisite for separate sites, Parent with Children
• Importance of understanding beauty of CRM logic
• Multisite means new sub-sites can spring up, campaigns etc
• Separation of memberships etc for each state
• Fundraising: donations, (for states or campaigns), ticketed events, Merch etc
• Integration with Social Media
• Access control for multiple levels, from national, state, local groups
CiviCRM case study: Single MPs / NGOs• Based on needs of a single office
• Tracking contacts, donations, events
• Important to think through logic first:e.g. tags, groups, contact types
• Groups and Smart Groups important – especially for bulk email
• Example – Splitting constituents and Media – with relationships