use cases

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.

I am working for years with a CRM. It became the most important success factor for my company.

So I would write 2 issues - key features and approach

Key features
People (Organizations, Relationships): could be done with taxonomies, cck, ur relationship ...
Invoices (opportunities, offers): maybe with Ubercart intergration - sales pipeline concept should be possible
Contact History (emails, pn, phone calls, sms, visits, ...): maybe with views, heartbeat, activity ...
Tasks: with dates and cck (priorities)
Files: web file manager or similar module

In this post, http://groups.drupal.org/node/93504#comment-317734, it was suggested we make a list of use cases and user types, so I thought I'd explain what I'm interested in a DropCRM for. I build websites for churches so we need a system that connects people and respects the (often complicated) hierarchical leadership structures.

User Types

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I'm considering Mercury/Pantheon for an existing Drupal 6 site that I'd like to port over to Drupal 7. It's a real estate site with about 30,000 listings, but should be expanding to over 200,000 throughout this year.

Scenario:

To get started, I have an organization that needs some very basic CRM added to its Drupal (6) site. The org has been using a Facebook group as its CRM, which works for maintaining a simple membership roster, group emailing, posting notices, and handling invitations/RSVPs for events. Events data is synched from Facebook to Drupal, via a bookmarklet I wrote. The org's membership is between 150 and 200 and administration is all volunteer.

Here are some use cases that I've received from my mentors. There are some great ideas here, and I hope to implement as many as I can. Please add you ideas if you have any.

Events Integration
If you have events posted on your website, you should be able to collect cell phone numbers in your event sign up form and then use them to send an SMS blast if there is a last minute change in location, a weather update, or even a full parking lot.

• Show field for mobile number on RSVP form
• Enable on an event-by-event basis

CCK Integration

It's a question that I wanted to ask long before. Kreynen's story of how the University of Nevada could use an aggregator for covering the Tahoe fire makes me finally post: What are you using an aggregator for?

Do you think that what we have at ?q=admin/user/access is enough to reflect uses cases of a system ?

I found it very powerful and you ?

What do you need from a Drupal PDF module? Do you need it to format a web page just to send it to the printer, or do you need it to generate a document like an invoice, a book, or catalogue?

How much theming and customization flexibility do you need?