Extend Drupal with a CRM, DrupalGov 2013
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The document discusses integrating CRM functionalities with Drupal, specifically focusing on enhancing non-profit engagement through streamlined processes. It includes case studies from the Australian Greens and single-member offices or NGOs, highlighting the use of Drupal multisite for managing memberships, donations, and events. Key features mentioned are contact and event management, along with the importance of proper logic in organizing data for effective communication and fundraising.
Extend Drupal with a CRM, DrupalGov 2013
- 1. Extending Drupal with a CRM DrupalGov, August 2013 @chrischinch, @chrisdubrow, Martin Schwall
- 7. Pablo Sleeps
- 10. Two divisions of CRM Sales Lead management Social Business streamlining Non-profit Engagement Donations Memberships
- 11. But why integrate? One login for your visitors Consistent visual appearance Extraction of key data Automation of processes
- 12. More time for…
- 13. Chris & Cate Fun
- 15. Pablo Sleeps
- 18. RedHen Platform: Drupal 7 License: Open Source Type: nfp/misc Activity: Low Integration: Views, Roles, Rules, Fields, Entity, Commerce Features: Contact management, Activities, Even ts, Memberships, Contributio ns, Events, Email, Reports Customisation: It’s basically Drupal
- 22. Questions? Chris Ward @chrischinch Look for ‘Chris Chinchilla’ on LinkedIn, G+ etc
- 23. CiviCRM case study: Australian Greens • National body with states, • One CiviCRM, using Drupal multisite for separate sites, Parent with Children • Importance of understanding beauty of CRM logic • Multisite means new sub-sites can spring up, campaigns etc • Separation of memberships etc for each state • Fundraising: donations, (for states or campaigns), ticketed events, Merch etc • Integration with Social Media • Access control for multiple levels, from national, state, local groups
- 24. CiviCRM case study: Single MPs / NGOs • Based on needs of a single office • Tracking contacts, donations, events • Important to think through logic first: e.g. tags, groups, contact types • Groups and Smart Groups important – especially for bulk email • Example – Splitting constituents and Media – with relationships