Native Drupal CRM Systems

Now & in the futureJames Abrahams@yautja_cetanu

Summary• CRMs are Fun• What are CRMs• Very minor tweaks to the way Drupal works• Huge impact in what you can offer for clients• Core Concepts

• Userless User• Acquisitions• Flexibility to Drupal's modular nature• CRM 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 boring• Easier to justify “doing a good Job”• Less Headaches• The person who pays you is the person who cares

• CMSs 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 job

• Integration is unpleasant

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What is a CRM System?• Contact Relationship Management System • Address book• Interactions with different things• Salesforce, Microsoft Dynamics, CiviCRM, • Every Organisation has one• Could 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, don’t get me started on databases -  – and yours are just WYSIWYG genius – clear and easy and does what it needs to do and looks good to boot!  Whoever did that needs a  good slap on the back...I love em...”

A client

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Drupal – Bring back power to clients

• Simple Customisability• Flexibility• Front-end Integration

• Field API• Solr Search• Views• Panels• Migrate• Commerce• Simplenews• etc

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Drupal CRM problems

• Authentication is a problem

• Need to connect a Drupal user and contact later• Userless User

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UserIDNameAddressLast logged in

AuthenticationUsernamePassword

Drupal CRM problems

• Authentication is a problem

• Need to connect a Drupal user and contact later• Userless User

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UserIDNameAddressLast logged in

AuthenticationUsernamePassword

Comparison of different CRMs

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• Integration• Eg CiviCRM

• Contact Entity• Redhen CRM• CRM Core

• Marker Entity• Party

Comparison of different CRMs

• Integration• Eg CiviCRM

• Contact Entity• Redhen CRM• CRM Core

• Marker Entity• Party

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ContactNameAddressE-mail

UserUsernamePasswordE-mail

Customer Profile

AddressOrders

Comparison of different CRMs

• Integration• Eg CiviCRM

• Contact Entity• Redhen CRM• CRM Core

• Marker Entity• Party

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IndividualNameAddressE-mail

UserUsernamePasswordE-mail

Customer

ProfileAddressOrders

Student info

NameAddressE-mail

PartyLabelPrimary E-mail cache

Acquisitions• Based around primary e-mail

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IndividualNameAddressE-mail

Student infoNameAddressE-mail

PartyLabelPrimary E-mail cache

Acquisitions• Based around primary e-mail

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IndividualNameAddressE-mail

Student infoNameAddressE-mail

Customer Profile

AddressOrders

PartyLabelPrimary E-mail cache

Acquisitions• Based around primary e-mail

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IndividualNameAddressE-mail

Student infoNameAddressE-mail

Customer Profile

AddressOrders

UserUsernamePasswordE-mail

PartyLabelPrimary E-mail cache

Acquisitions

• Based around primary e-mail• Without acquisitions you would have to:

• When someone creates a new user, understand its important information

• Find all the information about that user in the system• Attach User references fields to each of them

• Applications:• Booking managers book tickets for other individuals who

can log in and see their information• Team 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 CRM• http://commerce.freelygive.org.uk/• Show someone buying a product• Show Order History – “plug on top of someone else’s stuff and its

there” – “would that work with?”

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Drupal 8

• Decoupled User Authentication

• We provide some tools to make this possible• But everything should just work

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UserIDNameAddressLast logged in

Authentication(optional)

UsernamePassword

Drupal 8• Configuration Management – Less complicated boring

maintenance + scale• Dependency Injection - Works with Drupal modules • Simplified Architecture – Easier to understand

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Important Links• Open CRM - https://www.drupal.org/project/opencrm• Open CRM Kickstart -

https://www.drupal.org/project/opencrm_kickstart• Decoupled_auth (Drupal 8) -

https://www.drupal.org/project/decoupled_auth• Case Study of using CRM Core with Drupal -

https://www.drupal.org/resource-guides/marketing-automation-and-crm

• RedhenCRM - https://www.drupal.org/project/redhen• CRM Core - https://www.drupal.org/project/crm_core

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James Abrahams@yautja_cetanu

Thank You!

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