It Takes TwoThe Case for CRM’s in Drupal

Hello!

• Lev Tsypin, CTO & Co-owner of ThinkShout

• Drupal contributor since 4.6

• Led the development of RedHen CRM

• @levelos on the Internet

Open source designed for a better world.

Your CMS, Drupal

• Manage content

• Platform for features

• User experience hub

• Plays well with others!

It’s Partner, Your CRM

CRM?

• Contacts, Constituents, and/or Customers

• Relationships

• Management

• and … Engagement

Better off together

CRM in Drupal:• Consistent user experience

• Simplified integration

• Capture more engagement

• Consistent data

• Single system to maintain

• Lower Training costs

Because Drupal!

Because Drupal!

• Maintain control of your data

• Access to Drupal’s growing community

• Leverage the flourishing contributed ecosystem

• Free, as in kittens

Modules & Distributions

• Modules are the underlying building blocks;

• Distributions are preconfigured to solve specific use cases;

• Distributions cannot be used on existing sites;

• But can be good starting points for new ones.

CRM Core

• “allows you to manage contacts, activities and relationships in your Drupal website”

• Built and maintained by Trellon

• AbleOrganizer and Erpal

CiviCRM

• Open source CRM that’s installed on top of Drupal

• Feature rich, all in one, “out of the box” product

• Customization, integration, and updates can be more difficult

Springboard

• Built and maintained by Jackson River

• Fundraising and advocacy platform

• Tightly packaged Drupal distribution

• Salesforce integration included (available to all)

RedHen• Classic CRM functionality for managing contacts,

organizations, and relationships

• Engagement tracking, donations forms, membership, and registrations

• Building blocks to meet custom requirements

• Open Outreach, RedHen Raiser, Campaignion

Product

Platform

or

Product Comparison• A Drupal based CRM can be difficult to compare

to a product like Raisers Edge

• These tools are often starting points

• Upfront costs can be higher, but total cost of ownership lower

• Most importantly, no vendor lock-in and all that goes with it

?

Activity or Demo?

What would you do …• If your CRM and CMS were seamlessly integrated?

• If you could track all of your constituent interactions with your website?

• If you could create campaigns as easily as blog posts?

• If event registrations and donations were powered by the same platform?