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EXTENDING DRUPAL WITH A CRM Drupal Melbourne, Jan 8 th, 2013 Chris Ward @chrischinch

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CateChrisPablo

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Cate Feeds

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Pablo Sleeps

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There are a few options

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Two divisions of CRM Sales Lead management Social Business streamlining Non-profit Engagement Donations Memberships

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Platform: Drupal 6/7, Joomla!, Wordpress License: Open Source Type: nfp/misc Activity: Medium Integration: Views, Roles, Rules, OG, Ubercart, Webform Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports, Grants, Surveys, SMS Customisation: High (Config, HTML, PHP), Extensions

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Platform: Drupal 7 License: Open Source Type: nfp/misc Activity: Low Integration: Views, Roles, Rules, Fields, Entity, Commerce Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports Customisation: Its basically Drupal

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Platform: Drupal 7 License: Open Source Type: misc Activity: Low Integration: Entity, Fields, OG, Roles Features: Contact management, Activities, Customisation: Its basically Drupal CRM Core

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Platform: Saas License: Saas Type: Sales Activity: High Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile, Google Apps, Surveys, Sales / Inventory Customisation: Commercial, 3rd party, API

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Platform: Saas License: Saas Type: nfp Activity: Medium Integration: Feeds, iFrames Features: Contact management, Activities, Email, Reports, Social, Mobile Customisation: 3rd party

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Platform: Saas License: Saas Type: Sales Activity: Medium Integration: API (Acquia), Contact creation Features: Contact management, Activities, Email, Reports, Social, Mobile, Microsoft/Office, Sales/Inventory Customisation: 3rd party

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And others SAP OpenERP vTiger

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But why integrate? One login for your visitors Consistent visual appearance Extraction of key data Automation of processes

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More time for Chris & Cate Fun

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More time for Pablo Sleeps

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THANKS! Chris Ward @chrischinch chris@moatmedia.com.au www.linkedin.com/in/chrischinchilla