Extend Drupal with a CRM, DrupalGov 2013
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Extending Drupal with a CRMDrupalGov, August 2013@chrischinch, @chrisdubrow, Martin Schwall
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CateChris
Pablo
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PabloCate Feeds
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Pablo Sleeps
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Two divisions of CRMSales Lead management
Social
Business streamlining
Non-profit Engagement
Donations
Memberships
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But why integrate? One login for your visitors
Consistent visual appearance
Extraction of key data
Automation of processes
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More time for…
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Chris & Cate
Fun
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Pablo Sleeps
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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
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Questions?Chris Ward@chrischinchLook for ‘Chris Chinchilla’ on LinkedIn, G+ etc
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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
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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