One upshot of the CiviCRM BoF at DrupalCon DC '09 was the discovery of some common interest in developing basic, lightweight CRM functionality from existing Drupal modules and new modules adhering to Drupal architectural patterns. The intention would not necessarily be to duplicate existing third-party software like CiviCRM and Salesforce, but to create a simpler option, more closely integrated into Drupal CMS, for smaller-scale CRM applications that don't require the complexity of a dedicated CRM platform.
Creating standard Drupal-native CRM components also opens the door to integrating external CRM applications (CiviCRM, Salesforce, Sugar) with Drupal in a uniform way, which was the original mission of the CRM API group. These two efforts -- native pure-Drupal CRM, and standardized CRM-Drupal integration -- are now combined into a single working group to perfect the Drupal Way of CRM.
(NOTE, original group mission was: This group is dedicated to discussion about the upcoming CRM API and how it can be used by developers to integrate with external systems. More information as events warrant...)
CRM Skype Meeting no. 3
This is our third meeting. We'll meet again in #drupal-crm and then head over the skype. We'll try and start on time and end fairly sharply on time. Its just a status update and so we should be able to get these meetings even shorter.
For people getting this by e-mail. Its at 3pm GMT on the 7th of October. (Every other Friday). Afterwards I'll write up the notes here.
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Two modules to potentially help the cause
(Excuse the cross-post. It looks like the discussion is moving to the "CRM" group - but that migration might take some time.)
Just wanted to toss out that ThinkShout's been working on two modules that might be interesting to folks looking at native CRM in Drupal 7.
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Proposal: Create a separate CRM group on GDO
Hi folks,
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Multiple and simultaneous party types
One of the challenges with CRM parties is the common requirement that a party belong to multiple types.
It's all plain sailing to start with: a party is either a person or an organization. But below that it all gets complex. Consider a person in different use cases:
- Church CRM: a person may be a member, a volunteer, a preacher (see http://groups.drupal.org/node/142079)
- Political party CRM: a person may be a constituent, a party member, a representative.
- Small business CRM: a person may be an employee, a customer, a lead, a contact for a business relationship (eg a supplier)
San Francisco CiviCRM Meetup - Oct 5th, 2011
Meetup Agenda
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Meet and Greet (5:30 - 6:00pm)
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Eliet Henderson from San Francisco BayKeeper will present a case study covering her organization's use of CiviCRM for fund-raising, events and advocacy. Eliet will share how they're using WebForm integration for Action Alerts, as well as their use of Personal Campaign Pages ... and more.
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User and Developer chats (topics TBD)
Please register on the civicrm.org site: http://civicrm.org/civicrm/event/info?reset=1&id=162
Read moreAny CRM Pushers at PNW Drupal Summit?
Are any of you CRM gurus attending the Oct 14 PNW Summit meeting? I'm surprised to not see any proposed sessions related to CRM development/integration.
I'm involved in CRM integration for churches/nonprofits, initially using CiviCRM but want to hear from the voice of experience and see a comparison of strengths/weaknesses of the upcoming solutions (Red Hen, dropCRM, churches CRM, etc) vs established ones like CiviCRM. As a newcomer to the CRM discussion, I'm looking for a bird's eye view of what's happening.
Any chance of a meetup in Portland? Will CiviCRM have a presence?
Read moreCRM Update Skype Meeting
A bunch of us have been going seperate ways working on a Drupal CRM solution. There are so many different ways it could be done that at this stage its best to keep it that way. But we're going to aim to meet up regularly (possibly twice a month) to do brief status updates on where we're at.
We'll meet up in #drupal-crm at 3pm GMT and then all go onto skype.
Just a recap of the different initiatives:
DropCRM guys: Yautja_cetanu and rlmumford are working on it once a week, chriscohen and joachim are quite involved in this.
Read moreCRM Primitives
Last updated by yautja_cetanu on Fri, 2011-08-26 16:00
The goal here is to come up with some way of sharing data between competing CRM implemetations (DropCRM, Kyle's or Allie's) and even CRM systems outside of drupal (CiviCRM, Salesforce, etc) or other datasharing techniques (vCards, QR codes?)
Read moreCRM Technical Discussion - Party/Activity/CommunicationMethod/Owner/Relations API as an OOP Interface or Drupal Equivalent
A technical contribution for CRM resulting from discussions this morning with the CRM sprint group.
One major issue is the nature of a contact. In an online business all contacts might be drupal users but another may all be contacts in a database. An extreme is where contacts are twitter or facebook users and the only information stored is the user identifier with all data stored on the remote system.
Read moreCRM Technical Discussion - Party/Activity/CommunicationMethod/Owner/Relations API as an OOP Interface or Drupal Equivalent
A technical contribution for CRM resulting from discussions this morning with the CRM sprint group.
One major issue is the nature of a contact. In an online business all contacts might be drupal users but another may all be contacts in a database. An extreme is where contacts are twitter or facebook users and the only information stored is the user identifier with all data stored on the remote system.
Read moreDrupalCon London CRM code sprint resources
Here's a quick place to gather together everything we've been working on.
The typepad at http://lullapad.com/glZYuoOlfS has a number of ideas, questions, and problems.
The dabbleboard has a diagram of the loosely adopted data structure for contacts: http://www.dabbleboard.com/draw?b=Guest787879&i=0&c=a5599c284d4863ceb9d6...
joachim's sandbox for the party module, which aims to provide the base 'contact' type: http://drupal.org/sandbox/joachim/1260650
rlmumford's sandbox for the 'Cloud CRM': http://drupal.org/sandbox/rlmumford/1260546
Read moreDrupalCon London CRM code sprint resources
Last updated by chriscohen on Fri, 2011-08-26 12:13
Here's a quick place to gather together everything we've been working on.
The typepad at http://lullapad.com/glZYuoOlfS has a number of ideas, questions, and problems.
The dabbleboard has a diagram of the loosely adopted data structure for contacts: http://www.dabbleboard.com/draw?b=Guest787879&i=0&c=a5599c284d4863ceb9d6...
joachim's sandbox for the party module, which aims to provide the base 'contact' type: http://drupal.org/sandbox/joachim/1260650
rlmumford's sandbox for the 'Cloud CRM': http://drupal.org/sandbox/rlmumford/1260546
Read moreActivities ideas
Last updated by yautja_cetanu on Fri, 2011-08-26 14:49
Activities are a key component of CRM.
Are they relationships? Are they not necessarily?
what types of activities can we imagine?
It seems to me that we will need a generic activity API that lets potentially any module register an activity.
- interaction between staff and contact, eg phone call
- email: sent, read, etc
- donation
- contact activity on the site as a user, eg
-- page views
-- voting
-- facebook like / tweeting / sharing - extern contact activity (eg tweets, facebook mentions, ...) !?
Party module
Greeting from Drupalcon London!
Long overdue and very much half-baked, I've made a sandbox project with the very rough work (did I say that already) I did a while back on party.module: http://drupal.org/sandbox/joachim/1260650
If you want commit access, just ask :)
Read moreSan Francisco CiviCRM Meetup - Aug 9th, 2011
San Francisco CiviCRM Meetup - August 9th, 2011
Please register here: http://civicrm.org/civicrm/event/info?reset=1&id=148
Come meet others from the Bay Area who are interested in, using or developing for CiviCRM. We'll have a case study presentation, and save time for an open question and answer session.
Meetup Agenda
- Meet and Greet (5:30 - 6:00pm)
Drupal CRM code sprint at DrupalCon London
At DrupalCon London I intend to get the ball rolling with the first DrupalCRM code. Please have a read at http://tiger-fish.com/blog/drupal-help-bring-drupal-crm-life-drupalcon-l... and get involved!
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Proposed Drupal CRM Solution
I would like to propose the following approach to a Drupal based CRM solution:
Functionality would be provided by three projects as follows:
- CRM-Biz: Features needed by organizations that market a product.
- CRM-NP: Features needed by non-profit organizations.
- CRM-Common: Features common to both CRM-Biz and CRM-NP.
This would be a pure Drupal solution, with the goal of growing the projects into robust, full featured, CRM products.
Does anyone have any thoughts on this approach?
Read moreCustom CRM book page set up
I have set up a book page to get structure into this discussion - too complex for a flat discussion style.
http://drupal.org/node/1176286
Please contibute !
Read moreSan Francisco CiviCRM Meetup
Come meet others from the Bay Area who are interested in, using or developing for CiviCRM. We'll have a case study presentation, and save time for an open question and answer session.
Meetup Agenda
* Meet and Greet (5:30 - 6:00pm)
* Case study - Learn how the Wikimedia Foundation uses CiviCRM!
* Q & A
Register here: http://civicrm.org/civicrm/event/info?id=121&reset=1
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Do we really "gotta" party?
Why do we need a separate "Party" entity?
The proposed CRM architecture http://groups.drupal.org/node/89779 states :
P-a-r-t-why? Because we gotta!
Read moreThere's only one type of party bundle, and it just acts as a bridge between a potentially non-existent user and a collection of profiles. Note that the party is always present, even if there's also a user. This helps us because then the CRM only needs to worry about parties and profiles, and not about a heterogeneous mix of parties-and-profiles and users-and-profiles.
