The document discusses the benefits of integrating a CRM system with Drupal, including a consistent user experience, simplified integration, capturing more engagement data, maintaining a single consistent data system, and lower training costs. It provides an overview of several Drupal CRM modules and distributions that can be used, such as CRM Core, CiviCRM, Springboard, and RedHen, and notes that a Drupal CRM offers benefits like no vendor lock-in and leveraging the Drupal community and ecosystem.
8. CRM in Drupal:
• Consistent user experience
• Simplified integration
• Capture more engagement
• Consistent data
• Single system to maintain
• Lower Training costs
10. Because Drupal!
• Maintain control of your data
• Access to Drupal’s growing community
• Leverage the flourishing contributed ecosystem
• Free, as in kittens
11.
12. Modules & Distributions
• Modules are the underlying building blocks;
• Distributions are preconfigured to solve specific use
cases;
• Distributions cannot be used on existing sites;
• But can be good starting points for new ones.
13. CRM Core
• “allows you to manage contacts, activities and
relationships in your Drupal website”
• Built and maintained by Trellon
• AbleOrganizer and Erpal
14. CiviCRM
• Open source CRM that’s installed on top of Drupal
• Feature rich, all in one, “out of the box” product
• Customization, integration, and updates can be
more difficult
15. Springboard
• Built and maintained by Jackson River
• Fundraising and advocacy platform
• Tightly packaged Drupal distribution
• Salesforce integration included (available to all)
16. RedHen
• Classic CRM functionality for managing contacts,
organizations, and relationships
• Engagement tracking, donations forms,
membership, and registrations
• Building blocks to meet custom requirements
• Open Outreach, RedHen Raiser, Campaignion
18. Product Comparison
• A Drupal based CRM can be difficult to compare to
a product like Raisers Edge
• These tools are often starting points
• Upfront costs can be higher, but total cost of
ownership lower
• Most importantly, no vendor lock-in and all that goes
with it
21. What would you do …
• If your CRM and CMS were seamlessly integrated?
• If you could track all of your constituent interactions
with your website?
• If you could create campaigns as easily as blog
posts?
• If event registrations and donations were powered
by the same platform?
Editor's Notes
Introduce the first player, the CMS.
Most organizations choose their CMS first
Only think about CRM integration down the road
Wait, what’s a CRM
A platform that means different things to different organizations
A set of tools: donations, events, measuring engagement, communication
Helps nonprofits increase engagement
Obligatory cute animals slide
Now that we have our CMS, in this case Drupal, and understand what a CRM is and why we need it, why are they better together?
The landscape
Disclosure about potential bias
The landscape includes both underlying modules and the distributions built on top of them.
It can be difficult to compare a Drupal based CRM to products such as Raisers Edge or even Salesforce.
Much like Drupal itself, these tools are starting points for building the solution that’s right for your organization.
Up front costs can be higher. Total cost of ownership often lower.
Most importantly,
