[Srijan Wednesday Webinars] Native CRM Systems on Drupal: Now & in the Future

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    11-Jan-2017

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Slide 1Native Drupal CRM SystemsNow & in the futureJames Abrahams@yautja_cetanuSummaryCRMs are FunWhat are CRMsVery minor tweaks to the way Drupal worksHuge impact in what you can offer for clientsCore ConceptsUserless UserAcquisitionsFlexibility to Drupal's modular natureCRM Core, Redhen and Party (OpenCRM)Drupal 8@srijan#SrijanWWCRMs are funWhy do we give the best bits of a project away?@srijan#SrijanWWWhy CRMs are awesomeLess boringEasier to justify doing a good JobLess HeadachesThe person who pays you is the person who caresCMSs form the bases for how an organisation interacts with the outside world.CRMs form the basis of back office web application that help organisations do their jobIntegration is unpleasant@srijan#SrijanWWWhat is a CRM System?Contact Relationship Management System Address bookInteractions with different thingsSalesforce, Microsoft Dynamics, CiviCRM, Every Organisation has oneCould be called Back-office Drupal@srijan#SrijanWWDrupal is Basically a CRM System@srijan#SrijanWW@srijan#SrijanWW@srijan#SrijanWWDrupal - Bring back power to clients@srijan#SrijanWWDrupal Bring back power to clientsI have done a bit of commissioning website build in the past for my sins and databases...argh, dont get me started on databases - and yours are just WYSIWYG genius clear and easy and does what it needs to do andlooksgoodtoboot! Whoever did that needs a goodslap on the back...I love em...A client@srijan#SrijanWWDrupal Bring back power to clientsSimple CustomisabilityFlexibilityFront-end IntegrationField APISolr SearchViewsPanelsMigrateCommerceSimplenewsetc@srijan#SrijanWWDrupal CRM problemsAuthentication is a problemNeed to connect a Drupal user and contact laterUserless User@srijan#SrijanWWUserIDNameAddressLast logged inAuthenticationUsernamePasswordDrupal CRM problemsAuthentication is a problemNeed to connect a Drupal user and contact laterUserless User@srijan#SrijanWWUserIDNameAddressLast logged inAuthenticationUsernamePasswordComparison of different CRMs@srijan#SrijanWWIntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityPartyComparison of different CRMsIntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityParty@srijan#SrijanWWContactNameAddressE-mailUserUsernamePasswordE-mailCustomer ProfileAddressOrdersComparison of different CRMsIntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityParty@srijan#SrijanWWIndividualNameAddressE-mailUserUsernamePasswordE-mailCustomer ProfileAddressOrdersStudent infoNameAddressE-mailPartyLabelPrimary E-mail cacheAcquisitionsBased around primary e-mail@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mailPartyLabelPrimary E-mail cacheAcquisitionsBased around primary e-mail@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mailCustomer ProfileAddressOrdersPartyLabelPrimary E-mail cacheAcquisitionsBased around primary e-mail@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mailCustomer ProfileAddressOrdersUserUsernamePasswordE-mailPartyLabelPrimary E-mail cacheAcquisitionsBased around primary e-mailWithout acquisitions you would have to:When someone creates a new user, understand its important informationFind all the information about that user in the systemAttach User references fields to each of themApplications:Booking managers book tickets for other individuals who can log in and see their informationTeam members can be booked on by a different booking manager but then the team member can log in and manage their team application form@srijan#SrijanWWCommerce Kickstart Open CRMhttp://commerce.freelygive.org.uk/Show someone buying a productShow Order History plug on top of someone elses stuff and its there would that work with?@srijan#SrijanWWDrupal 8Decoupled User AuthenticationWe provide some tools to make this possibleBut everything should just work@srijan#SrijanWWUserIDNameAddressLast logged inAuthentication(optional)UsernamePasswordDrupal 8Configuration Management Less complicated boring maintenance + scaleDependency Injection - Works with Drupal modules Simplified Architecture Easier to understand@srijan#SrijanWWImportant LinksOpen CRM - https://www.drupal.org/project/opencrmOpen CRM Kickstart - https://www.drupal.org/project/opencrm_kickstartDecoupled_auth (Drupal 8) - https://www.drupal.org/project/decoupled_authCase Study of using CRM Core with Drupal - https://www.drupal.org/resource-guides/marketing-automation-and-crmRedhenCRM - https://www.drupal.org/project/redhenCRM Core - https://www.drupal.org/project/crm_core@srijan#SrijanWWJames Abrahams@yautja_cetanuThank You!Take this conversation online by tweeting using the hashtag #SrijanWW