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.

1. Extending Drupal with
a CRM
DrupalGov, August 2013
@chrischinch, @chrisdubrow, Martin Schwall

5. CateChris
Pablo

6. PabloCate Feeds

7. Pablo Sleeps

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

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

12. More time for…

13. Chris &
Cate
Fun

15. Pablo Sleeps

18. RedHen
Platform: Drupal 7
License: Open Source
Type: nfp/misc
Activity: Low
Integration:
Views, Roles, Rules, Fields,
Entity, Commerce
Features: Contact
management, Activities, Even
ts, Memberships, Contributio
ns, Events, Email, Reports
Customisation: It’s basically
Drupal

22. Questions?
Chris Ward
@chrischinch
Look for ‘Chris Chinchilla’ on LinkedIn, G+ etc

23. 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

24. 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