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.
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?
Read moreState of CRM projects
Last updated by Trooperduck on Wed, 2012-08-29 09:08
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.
Read more
RedHen CRM case studies needed
Hi RedHen users,
I just got back from NTEN's annual Nonprofit Technology Conference. There is a ton of interest in RedHen and a few larger nonprofits as well as a handful of larger Drupal shops interested in leveraging RedHen on large-scale Drupal-CRM projects. It's great to see RedHen gain traction and ThinkShout is very interested in supporting other developers who seek to contribute to the project.
Read moreCiviCon San Francisco 2013
CiviCon is the annual conference for users, implementors, and developers of CiviCRM and offers a unique opportunity to network with the most active users and implementors in the community.
This year we have expanded CiviCon into a two day event, so there are even more opportunities to:
- find out how make the most out of your CiviCRM installation
- learn about what's new and upcoming in the project
- connect with other users and service providers
Capital Camp CRM BoF
Looking to do a BoF tomorrow at Capital Camp on native CRM solutions for Drupal. I'll ping this thread with the details once I have a time/location. If you're interested, LMK.
Sean
Great podcasts on native CRM in Drupal
Modules Unravelled just completed its fourth podcast on open source CRM solutions in Drupal. They cover CiviCRM, Party, RedHen CRM and CRM Core. The content is great. I highly recommend that you check them out if you're interested in this work:
Does CRM (the technology) need to be defined?
We no longer bother to explain the acronyms TV, DVD, RAM, and more...
Read moreCRM Party Skype Chat - 20th Jul 2012 3pm UTC
We haven't had one of these meetings in a while. Originally these meetings were for all CRM people but not they have become more like Party meet ups however everyone is welcome if you've done something in CRM and want to chat about it feel free to join us.
Work on the Party module is going full steam ahead with multiple different companies working on it together. We're still not at a point of release although we do have one client using it in production.
Read moreRedHen CRM Alpha1 released - Native CRM in Drupal 7.x
After 800 hours of development, ThinkShout's proud to announce the Alpha1 release of RedHen CRM - a native CRM framework for Drupal 7.
For more information, please check out our two-part blog post describing the architecture and feature set:
http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-1
http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-2
You can also learn more about the project on D.O at: http://drupal.org/project/redhen.
RedHen CRM BoF today at Open Source Bridge
Tonight at 6:30pm PST Lev Tsypin from ThinkShout will be hosting a RedHen CRM BoF as part of Open Source Bridge here in PDX.
If you're in town and interested, please check it out:
RedHen CRM Demo
Last Tuesday I did a 20 minute demo of RedHen CRM at the PDUG meetup here in PDX.
This demo was based upon a sandbox sample install profile (and make file) at:
http://drupal.org/sandbox/seanberto/1490420
We'd love for you to check out the project. The sandbox is a lot like Commerce Kickstarter, in that it simply provides an example of what you can do with RedHen.
A quick run down of what you might want to check out in the distro:
- Ability to manage custom entity bundles for contacts and organizations.
Senior Drupal Developer | IT Talent
My client; a leading digital media agency in central London are urgently seeking a Drupal Developer for an initial 4-6 week contract.
The role will be predominantly be backend custom module development however front end skills are essential. The project is a complete re-development build of their website using Drupal 6 so demonstrable full life-cycle delivery necessary.
If you would like to find out more details on the role please don’t hesitate to get in touch - nicky.driver@it-talent.co.uk
Regards
Nicky
CRM / Party Update Meeting
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
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.
A couple of youtube videos about CRM and Drupal
http://www.youtube.com/watch?v=2TSqtoAumpE - Re-imagining Drupal CRM Trellon 2012
http://www.youtube.com/watch?v=APlfTPVzISc&feature=related - Drupal as a CRM 2011
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:
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:
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.
Read moreUser 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
