Learn the what, why, and how's of native Drupal CRMs.

1. It Takes Two
The Case for CRM’s in Drupal

2. Hello!
• Lev Tsypin, CTO & Co-owner
of ThinkShout
• Drupal contributor since 4.6
• Led the development of
RedHen CRM
• @levelos on the Internet

3. Open source designed for a better world.

4. Your CMS, Drupal
• Manage content
• Platform for features
• User experience hub
• Plays well with others!

5. It’s Partner, Your CRM

6. CRM?
• Contacts, Constituents, and/or Customers
• Relationships
• Management
• and … Engagement

7. Better off together

8. CRM in Drupal:
• Consistent user experience
• Simplified integration
• Capture more engagement
• Consistent data
• Single system to maintain
• Lower Training costs

9. Because Drupal!

10. Because Drupal!
• Maintain control of your data
• Access to Drupal’s growing community
• Leverage the flourishing contributed ecosystem
• Free, as in kittens

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

17. Product
Platform
or

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

19. ?

20. Activity or Demo?

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?