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CRMs are a valuable tool in helping track your constituents or contacts and your interactions with them. Whether those interactions are memberships or donations, demographics or hot issues, surveying members or a variety of other potential interactions, recording them accurately to know who is most engaged with your organisation is an important task. Through this roundtable we'll discuss the various CRM options available and how well the integrate with Drupal, including case studies of Australian organisations using CiviCRM, Salesforce and many other solutions.
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Extending Drupal with a CRMDrupalGov, August 2013@chrischinch, @chrisdubrow, Martin Schwall
CateChris
Pablo
PabloCate Feeds
Pablo Sleeps
Two divisions of CRMSales Lead management
Social
Business streamlining
Non-profit Engagement
Donations
Memberships
But why integrate? One login for your visitors
Consistent visual appearance
Extraction of key data
Automation of processes
More time for…
Chris & Cate
Fun
Pablo Sleeps
RedHenPlatform: 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: It’s basically Drupal
Questions?Chris Ward@chrischinchLook for ‘Chris Chinchilla’ on LinkedIn, G+ etc
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
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
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