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

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Slide 1

Native Drupal CRM SystemsNow & in the futureJames Abrahams@yautja_cetanu

SummaryCRMs 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

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CRMs are fun

Why do we give the best bits of a project away?

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Why CRMs are awesome

Less 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

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What 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

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Drupal is Basically a CRM System

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Drupal - Bring back power to clients

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Drupal Bring back power to clients

I 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

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Drupal Bring back power to clients

Simple CustomisabilityFlexibilityFront-end IntegrationField APISolr SearchViewsPanelsMigrateCommerceSimplenewsetc

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Drupal CRM problems

Authentication is a problem

Need to connect a Drupal user and contact laterUserless User

@srijan#SrijanWWUserIDNameAddressLast logged inAuthenticationUsernamePassword

Drupal CRM problems

Authentication is a problem

Need to connect a Drupal user and contact laterUserless User

@srijan#SrijanWWUserIDNameAddressLast logged inAuthenticationUsernamePassword

Comparison of different CRMs

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IntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityParty

Comparison of different CRMs

IntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityParty

@srijan#SrijanWWContactNameAddressE-mailUserUsernamePasswordE-mailCustomer ProfileAddressOrders

Comparison of different CRMs

IntegrationEg CiviCRMContact EntityRedhen CRMCRM CoreMarker EntityParty

@srijan#SrijanWWIndividualNameAddressE-mailUserUsernamePasswordE-mailCustomer ProfileAddressOrdersStudent infoNameAddressE-mail

PartyLabelPrimary E-mail cache

Acquisitions

Based around primary e-mail

@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mail

PartyLabelPrimary E-mail cache

Acquisitions

Based around primary e-mail

@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mail

Customer ProfileAddressOrders

PartyLabelPrimary E-mail cache

Acquisitions

Based around primary e-mail

@srijan#SrijanWWIndividualNameAddressE-mailStudent infoNameAddressE-mail

Customer ProfileAddressOrders

UserUsernamePasswordE-mail

PartyLabelPrimary E-mail cache

Acquisitions

Based 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

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Commerce 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?

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Drupal 8

Decoupled User Authentication

We provide some tools to make this possibleBut everything should just work

@srijan#SrijanWWUserIDNameAddressLast logged inAuthentication(optional)UsernamePassword

Drupal 8Configuration Management Less complicated boring maintenance + scaleDependency Injection - Works with Drupal modules Simplified Architecture Easier to understand

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Important 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

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James Abrahams@yautja_cetanuThank You!Take this conversation online by tweeting using the hashtag #SrijanWW