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Extending Drupal with CRM: Enhancing Your Website's Functionality

Explore the possibilities of integrating CRM with your Drupal website to streamline sales, lead management, social interactions, and more. Learn about different CRM divisions, customization options, and the benefits of integration. This event covers platforms like Drupal, Joomla!, and WordPress, aiming to enhance contact management, activities, events, memberships, contributions, and more.

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Extending Drupal with CRM: Enhancing Your Website's Functionality

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  1. Extending Drupal with a CRM Drupal Melbourne, Jan 8th, 2013 Chris Ward @chrischinch

  2. Chris • Pablo

  3. Cate Feeds

  4. Pablo Sleeps

  5. There are a few options…

  6. Two divisions of CRM Sales • Lead management • Social • Business streamlining Non-profit • Engagement • Donations • Memberships

  7. Platform: Drupal 6/7, Joomla!, Wordpress License: Open Source Type: nfp/misc Activity: Medium Integration: Views, Roles, Rules, OG, Ubercart, Webform Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports, Grants, Surveys, SMS Customisation: High (Config, HTML, PHP), Extensions

  8. Platform: 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

  9. CRM Core Platform: Drupal 7 License: Open Source Type: misc Activity: Low Integration: Entity, Fields, OG, Roles Features: Contact management, Activities, Customisation: It’s basically Drupal

  10. Platform:Saas License: Saas Type: Sales Activity: High Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile, Google Apps, Surveys, Sales / Inventory Customisation: Commercial, 3rd party, API

  11. Platform:Saas License: Saas Type: nfp Activity: Medium Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile Customisation: 3rd party

  12. Platform:Saas License: Saas Type: Sales Activity: Medium Integration: API (Acquia), Contact creation Features: Contact management, Activities, Email, Reports, Social, Mobile, Microsoft/Office, Sales/Inventory Customisation: 3rd party

  13. And others… • SAP • OpenERP • vTiger

  14. But why integrate? • One login for your visitors • Consistent visual appearance • Extraction of key data • Automation of processes

  15. Chris & Cate More time for… Fun

  16. Pablo More time for… Sleeps

  17. Thanks! Chris Ward @chrischinch chris@moatmedia.com.au www.linkedin.com/in/chrischinchilla

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