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It Takes Two: The Case for CRMs in Drupal
- 1. It Takes Two The Case for CRM’s in Drupal
- 2. Hello! • Lev Tsypin, CTO & Co-owner of ThinkShout • Drupal contributor since 4.6 • Led the development of RedHen CRM • @levelos on the Internet
- 3. Open source designed for a better world.
- 4. Your CMS, Drupal • Manage content • Platform for features • User experience hub • Plays well with others!
- 5. It’s Partner, Your CRM
- 6. CRM? • Contacts, Constituents, and/or Customers • Relationships • Management • and … Engagement
- 8. CRM in Drupal: • Consistent user experience • Simplified integration • Capture more engagement • Consistent data • Single system to maintain • Lower Training costs
- 10. Because Drupal! • Maintain control of your data • Access to Drupal’s growing community • Leverage the flourishing contributed ecosystem • Free, as in kittens
- 12. 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.
- 13. CRM Core • “allows you to manage contacts, activities and relationships in your Drupal website” • Built and maintained by Trellon • AbleOrganizer and Erpal
- 14. 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
- 15. Springboard • Built and maintained by Jackson River • Fundraising and advocacy platform • Tightly packaged Drupal distribution • Salesforce integration included (available to all)
- 16. 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
- 18. 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
- 21. 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?
Editor's Notes
- Introduce the first player, the CMS. Most organizations choose their CMS first Only think about CRM integration down the road
- Wait, what’s a CRM A platform that means different things to different organizations A set of tools: donations, events, measuring engagement, communication Helps nonprofits increase engagement
- Obligatory cute animals slide Now that we have our CMS, in this case Drupal, and understand what a CRM is and why we need it, why are they better together?
- The landscape Disclosure about potential bias
- The landscape includes both underlying modules and the distributions built on top of them.
- It can be difficult to compare a Drupal based CRM to products such as Raisers Edge or even Salesforce. Much like Drupal itself, these tools are starting points for building the solution that’s right for your organization. Up front costs can be higher. Total cost of ownership often lower. Most importantly,