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.
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:
http://opensourcebridge.org/sessions/930
Read moreRedHen 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.
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
Read moreA 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
Read more
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:
Read moreCRM 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
Read moreAnnouncing 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
CRM Meeting 16th December
Another meeting,
Possibly seeing what happens as party gets a client and seeing if other iniatives join in again :)
Read moreCRM Meeting 2nd December
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
Read moreCiviCRM December Meetup: Portland, OR
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.
Read moreInstalling 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.
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
Read moreCRM 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!
Read more
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.
Read moreLead 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...).
Read moreOnline Site Builder is Good Option to build site?
Why not use CiviCRM? (Why we want to make a fully Drupal based CRM)
Last updated by yautja_cetanu on Fri, 2011-09-30 09:51
I think this question seems to come up a few times. I've created this as a wiki page because I do not feel I am best placed to answer this question due to my limited interaction with CiviCRM (Which I actually really like). But I feel like it will probably come up so others, feel free to get involved in this page and clear up my english and reasoning. I definitely welcome re-wording of some of my points.
Related Questions
Read moreTwo 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.
Read moreDrupal CRM Requirements
A list of functional requirements for a potential CRM system follows after interviews with nine people with interest in the Drupal CRM system. These include a CRM for running the congregation of a church, a mass emailer, a real estate business, a large American civic association, a small bank, and a political party. The main problem with current implementation is either that the CRM is not integrated fully with drupal (CiviCRM) or simply that the development effort is too great to create the functionality from scratch.
Read more