Flexible Drupal CRM with OpenCRM

James Abrahams - @Yautja_Cetanu
Yan Loetzer - @yanniboi

Who We Are

  • Freely Give
    • Jamie Abrahams – Project Manager / Director
    • Andrew Belcher – Senior Developer / Director
    • Adrian Harvey – Commercial Manager
    • Robert Mumford – Developer
    • Yan Loetzer - Developer
  • Specialise in CRMs

Summary

  • What are CRMs
  • With very minor tweaks to the way Drupal works
  • Huge impact on what you can offer your clients
  • Huge impact on other CRMs and what people think of a Drupal CRM
  • Core Concepts
    • Userless users
    • Acquisition
    • Flexibilty due to Drupal's modular nature
    • CRM Core, Redhen CRM and Party (OpenCRM)

What is a CRM System?

  • Contact Relationship Management System
  • Address book
  • Interactions with different things
  • Salesforce, Microsoft Dynamics, CiviCRM
  • Every organisation has one
  • Could be called "Back office Drupal"

Drupal is Basically a CRM

Drupal People

Best tools for the job

Complimentary modules provided by Drupal

  • Field API
  • Panels
  • Search API (Solr)
  • Commerce
  • Organic Groups
  • Migrate
  • Views
  • And many more...

Bring the Power back to the Clients

  • Simple Customisability
  • Flexibility
  • Front End Integration

Et Voilà!

Drupal People
Drupal People

Drupal CRM Problems

  • User Authentication
    • Drupal People
  • Need to connect a Drupal user their information later
  • Userless Users

Drupal CRM Solution

  • User Authentication
    • Drupal People
  • Need to connect a Drupal user their information later
  • Userless Users

Comparison of different CRMs

  • Integration
    • CiviCRM
  • Contact Entity
    • Redhen CRM
    • CRM Core
  • Marker Entity
    • Party

Comparison of different CRMs

  • Integration
    • CiviCRM
  • Contact Entity
    • Redhen CRM
    • CRM Core
  • Marker Entity
    • Party
Drupal People

Comparison of different CRMs

  • Integration
    • CiviCRM
  • Contact Entity
    • Redhen CRM
    • CRM Core
  • Marker Entity
    • Party
Drupal People

Acquisition

  • Based around primary e-mail
    • Drupal People

Acquisition

  • Based around primary e-mail
    • Drupal People

Acquisition

  • Based around primary e-mail
    • Drupal People

Acquisition

  • Based around primary e-mail
  • Without acquisitions you would have to:
    • When someone creates a new user, understand its important information
    • Find all the information about that user in the system
    • Attach User references fields to each of them

Acquisition Applications

  • Booking managers book tickets for other individuals who can log in and see their information
  • Team members can be booked on by a different booking manager but then the team member can log in and manage their team application form

Open CRM

  • Basic CRM system
  • Event Booking system
    • 200k contact records,30k new bookings per year
  • Student Management System
  • Online Directory
  • Membership Management
  • Newsletter Management
  • Salesforce

The End

Questions?