More than a CMS: Native Drupal CRM & BPM

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Native CRM & BPM BY THE END OF THIS SESSION I WOULD LIKE IT IF YOU WENT AWAY KNOWING HOW YOU COULD MAKE MONEY BY SELLING BUSINESS APPLICATIONS.

Transcript of More than a CMS: Native Drupal CRM & BPM

Native CRM & BPMBY THE END OF THIS SESSION I WOULD LIKE IT IF YOU WENT AWAY KNOWING HOW YOU COULD MAKE MONEY BY SELLING BUSINESS APPLICATIONS.

Why did you bother coming here How you can make money off of the back of what we have already

done. And why would we give that to you.

Why we can work together on the base packages but still make money individually Solving extra client specific problems Focusing on different niches, industries and markets Why focusing on Business Applications are cool and make money

Why did you bother coming here

Why all business applications need an effective solution to contacts management at its core

Why Drupal is in a unique place to form the basis of a package that can compete with a large number of proprietary solutions

Join with us in serving your own clients and collaborating on the base.

… because we already have Drupal Dynamics

Steve Purkiss Freely Give

Jamie Abrahams – Yautja_cetanu – Project Manager

Andrew Belcher – andrewbelcher - Senior Developer

Adrian Harvey – Commercial Manager Robert Mumford – rlmumford -

Developer Yan Loetzer – Yanniboi - Developer

Specialise in CRMs

Who we are We’ve done £600k worth of

business based off of OpenCRM in the past 3 years

We’re a very small team of 5 people

Why would we give it to you?

So that you can be involved Improve the quality and reducing the cost of the base package allows

us to get “in” with more potential clients. A better base package allows us to reach more customers and do

bigger projects Provides the possibility and opportunity for us to collaborate on ideas

for business applications

Why we can work together on the base packages but still make money individually

The value isn’t in the base package The value is in

Focusing on your niche where you truly understand the business Expensive but important and valuable customisations that solve

unique business problems for a particular client

Different potential markets for CRM

There is room for everybody Membership Systems Public directories Booking Systems

200k contact records 30k new bookings per year Publication Systems Small financial institutes Small academic institutions Church Management Systems Commerce Back- Office Newsletter Management Customer Support Sales

Where the value in CRMs exist

CRM itself isn't valuable, it's WHEN it has a business application that it becomes valuable. When it is useful to solve a business problem.

Almost all business application need some form of effective contact management Drupal 8 should come with it out of the box

For the economist it really is a business application

Why Drupal – Brings back power to Clients

Why Drupal

It has solved so many of the hard problems already Search API Fields Panels / Layout

What makes Native Drupal CRM unique Simple tools to heavily customise everything Flexbility Very simple and powerful integration with the "front-end"

Many of the websites we already work on have a CRM component already

Drupal Basically a CRM

Drupal’s complementary Modules

Field API Panels / Layout Solr - Search API Commerce Simplenews Organic Groups Migrate Views

Particularly key

Why hasn’t Native Drupal CRM taken off?

Essential components of Native Drupal CRM Userless User - Contacts Some way to input those contacts as a member of staff Some way of allowing a user to later acquire the data in the system

about that.

Drupal CRM problems

Authentication is a problem

Need to connect a Drupal user and contact later Userless User

UserIDNameAddressLast logged in Authenticatio

nUsernamePassword

Drupal CRM problems

Authentication is a problem

Need to connect a Drupal user and contact later Userless User

UserIDNameAddressLast logged in

Authentication

UsernamePassword

Call to Arms – What we have

We have a working package in Drupal 7, rough round the edges Want to make a final push to get the D8 version up to scratch Think we have some business models that will fund this

Call to Arms – What can happen

We’re looking for people to join us Do you want to directly make money from getting involved in

this? Collaborate on software Collaborate on documentation and marketing Collaborate on business models

James Abrahams – [email protected] https://twitter.com/yautja_cetanu