CRM

This is the group for you if you would just like to use a CRM solution for Drupal and want to weigh in on features and ideas. It's also a good place to read or post announcements about modules and other projects that are ready for testing and use.

This group is a user-focused parallel to the CRM API group, which is more about the nuts and bolts about building CRM tools. If you are actively working on building a CRM solution for Drupal, please consider participating in both groups.

Allie Micka's picture

Post your user story!

Want to get involved in the Drupal CRM initiative but don't know a Party from an Arity? Want to make sure that the folks in the CRM API group are working on something that will satisfy your goals for managing contacts and relationships? Make your voice heard by posting your own user stories here!

What are user stories?

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State of CRM projects

Building a CRM system that is flexible enough for everyone, yet supportable for the long haul is a pretty big challenge. There are several different development initiatives, each with a different perspective on the problems, and each with a different set of developers.

In the interest of forward progress, we've agreed that it is OK to continue developing these projects independently, even though they might duplicate or even conflict with each other. But each of these developers values the idea of coming together to find common ground and areas for collaboration. There is a regularly-scheduled meeting for CRM developers to discuss their progress and ideas.

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CRM / Party Update Meeting

Start: 
2012-04-20 15:00 - 15:30 UTC

Another Quick update on the CRM/ Party stuff. At the moment its mainly party people who go to these meetings and so we'll just be doing a small status update and talk about whats happening next as development looks to be going all out next month.

Anyone however is welcome to join us from any of the other iniatives if you want to give an update about where you are at or find out what we are up to.

20th of April, 3-3:30pm UK time

Senior Drupal Developer | Structure Networks

Employment type: 
Contract
Telecommute: 
Not allowed

Duration: 6 months
Senior Drupal Developer – We are looking for a Drupal developer with extensive experience. We need a Drupal architect who has experience implementing combinations of Drupal core and 3rd party modules to create Enterprise level solutions. We also need a Senior Drupal developer who has extensive experience building Enterprise level Drupal sites and can lead a team of developers.

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jessehs's picture

Portland Oregon CiviCRM Meetup

Come meet others from the Portland Area who are interested in using or developing CiviCRM.
This is an informal gathering open to all those who are using, have intererest in using, or are developing CiviCRM.

When

March 29th, 2012 6:00 PM through 8:00 PM

Location

McMenamins - NW 23rd
1716 N.W. 23rd Ave
Portland, OR
United States

Find out more:

Official Event Info Page

CRM Case study and BoFs at the NTC Drupal Day, April 3rd

Quick heads up that the state of CRM integrations and native CRM solutions in Drupal will be a hot topic at this year's NTC Drupal Day, April 3rd. This full-day gathering of nonprofit IT decision-makers interested in Drupal is described in more detail at:

http://www.nten.org/ntc/precon/drupal

kevee's picture

Announcing the Student CRM project

Retaining students in higher education is a big challenge as colleges and universities struggle to maintain a high level of customer service in the face of tightening budgets and larger student populations. We at Cal State Monterey Bay are no different, and have been working on a Drupal install profile to help make our faculty, advisors, and support staff more efficient when working with students.

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User story: Non-profit event-based CRM

Nice to talk to you all this morning. Here's one of the user stories I'm starting to work from.

This is for a volunteer organization, and very back-burner for me at the moment, but something we've started to explore.

The organization does events, 15 - 20 per year, and is almost entirely volunteer run, with one staff person to manage everything. There are three main types of people they want to manage:

  • Sponsors
  • Volunteers - multiple types: board, program committee, program lead, other committee
  • Speakers
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CRM Meeting 16th December

Start: 
2011-12-16 15:00 - 15:30 UTC
Organizers: 

Another meeting,

Possibly seeing what happens as party gets a client and seeing if other iniatives join in again :)

CRM Meeting 2nd December

Start: 
2011-12-02 15:00 - 15:30 UTC
Organizers: 

It's that time of the fortnight again. Time for our catch up about CRM things. Join us in the #drupal-crm channel at 1500 (UTC) and then on skype for the meeting.

Hopefully see you there!

Rob

jessehs's picture

CiviCRM December Meetup: Portland, OR

Start: 
2011-12-15 06:00 - 08:00 America/Los_Angeles
Organizers: 

Come meet others from the Portland Area who are interested in using or developing CiviCRM.
This is an informal gathering open to all those who are using, have intererest in using, or are developing CiviCRM.

Sign up for the event at the CiviCRM community site (optional).

The event will be hosted by Stuart from Korlon, LLC and Chris from Free Flow Digital, both local Portland outfits. Watch for the CiviCRM sign on our table or ask the watier where we are sitting.

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Installing Wamp

Hi
I am new to this drupal .... I have installed wamp but it is showing Error 404...... I have already WebMatrix and IIS in my system. Is it creating a problem to wamp? Can you please let me know the issue so that i can install Wamp.

Drupal Developer | Award winning interactive firm is growing!

Employment type: 
Full time
Telecommute: 
Not allowed

Award winning Washington, DC area Digital Firm is seeking to add Drupal developers to their Web development team.

3-6 years overall experience in web development
Minimum 1 year solid Drupal development experience, preferably Drupal 7
Strong comfort level with LAMP server environments (e.g. Apache web server configuration)
The developer will be working on government, commercial or non-profit website development projects. These are typically larger Websites that include customization and 3rd party integrations.

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Drupal Developer | Kitcatt Nohr Digitas

Employment type: 
Contract
Telecommute: 
Not allowed

Are you free to work ASAP on 3 Drupal sites for a busy, global Digital Advertising Agency?

Kitcatt Nohr Digitas are looking for a Freelance Drupal Dev who can assist with 3 separate Drupal projects across 3 very different client sectors, including Healthcare.

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Zoho Crm on Drupal

Hi all,

I want to integrate zoho CRM in our drupal site , can you help me , please give me link of ZOHO CRM in drupal...

Thanks All

CRM systems compatible with drupal

Hi,

We are looking to build a new site in Drupal and I was wondering if there was a list of compatible CRM Systems that we can review?

The current CRM System that is being used is MS CRM. Is this compatible with Drupal? What are other CRM systems that are compatible with Drupal - e.g. Salesforce.

I'm currently just after a list of compatible systems to review the pros and cons of each.

Thanks!

Drupal Developer | Source

Employment type: 
Full time
Telecommute: 
Allowed

Drupal Developer 55 to 65K London
Drupal Developer is urgently required by my client a leading agency working with some of the most recognised brands in the UK. This is a senior Drupal development opportunity and is ideally suited to a developer with 4 to 5 years development experience with aspirations of taking on team lead responsibilities. The ideal Drupal developer will possess a strong working knowledge of word press although this is not essential but would be highly advantageous.

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davidspencer's picture

CRM Workflow Examples

This discussion will be used as a placeholder for some examples of how workflows are treated in various CRM systems. Feel free to add additional examples or make comments. The first example is Salesforce...you can view the demo at
http://www.salesforce.com/platform/cloud-platform/workflow.jsp

I've also attached a few screenshots. Enjoy.

Lead to Organization or Contact or Both Example

In the skype party discussion today we talked about an example in which a "contact" would get turned into an "organization".

One example would be in a sales process. In this type of example, a "lead" will be person or organization in the system without much information. In B2B often times all you have is the organization info. As the "lead" is contacted, info and activities get added (calls, meetings, etc...).

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