[consulting] CRM Questions

[Bob Schmitt]

Hi Sam-

It depends on what you mean when you say, "CRM"

Saleforce is clearly focused on tracking/expediting marketing/sales  
functions; CiviCRM is much more focused on addressing needs faced by  
NGO's/nonprofit organizations.  You can build simple address books/ 
contact managers with cck/views, but it will take you a long time to  
develop the feature set of more mature CRM apps, and even then, what  
usually ends up happening with CRM develoment is that once you've  
mapped a business practice and modeled it in your CRM app, the  
business practice changes.

There is not "one size fits all" here: you need to map specific  
requirements to specific  environments and needs. The most critical  
requirement for a CRM is a client who is invested in making it work.  
If you've got a client who wants you to implement a CRM solution so  
that they don't have to manage it, run away, quickly (but politely).

bob


On Feb 27, 2009, at 7:17 AM, Sam Cohen wrote:

> Hi all,
>
> I've been getting more and more requests for CRM integration.  Does  
> anyone know if anyone has written a good article/comparison on the  
> various CRM options as they relate to Drupal, particularly  
> comparing CiviCRM to the others. (or does anyone want to share  
> their experience here)
>
> It would also be good to know if anyone recommends creating CRM  
> functionality in Drupal with CCK/Views instead instead of integrating.
>
> Sam
>
>
>
>
> On Fri, Feb 27, 2009 at 9:03 AM, Alex Urevick-Ackelsberg  
> <Alex at zivtech.com> wrote:
> Shoot! I'll close down the new group I created...
>
>
> --
> Alex Urevick-Ackelsberg
> ZivTech, LLC
> http://zivtech.com
> alex at zivtech.com
> office: (267) 940-7737
> cell: (215) 866-8956
> skype: zivtech
> aim: zivtech
>
>
> On Fri, Feb 27, 2009 at 7:34 AM, Andrew Brace  
> <contact at openbook.uk.com> wrote:
> There's an existing Drupal group for CRM integration that includes  
> active discussion on Salesforce integration, it can be found here:
>
> http://groups.drupal.org/enterprise-crm-integration
>
> There seems to be quite a few people interested in getting Drupal  
> and Salesforce integrated, a lot of work has already taken place  
> and is ongoing at the moment so best to keep discussions in a  
> central place....
>
> Andrew Brace
>
>
> ----- Original Message -----
> From: Alex Urevick-Ackelsberg
> To: A list for Drupal consultants and Drupal service/hosting providers
> Sent: Friday, February 27, 2009 12:28 PM
> Subject: Re: [consulting] Salesforce experience
>
> We're about to start on Saleseforce integration for two clients,  
> and I just realized that there is no g.d.o group for salesforce  
> integration.
>
> I just submitted one: http://groups.drupal.org/saleseforce  .  
> Assuming it's accepted, this would probably be a good space to  
> continue this conversation. We'll definitely use the group to post  
> our findings as we go along.
>
> --
> Alex Urevick-Ackelsberg
> ZivTech, LLC
> http://zivtech.com
> alex at zivtech.com
> office: (267) 940-7737
> cell: (215) 866-8956
> skype: zivtech
> aim: zivtech
>
>
> On Fri, Feb 27, 2009 at 4:50 AM, Victor Kane <victorkane at gmail.com>  
> wrote:
> Check out the salesforce module: http://drupal.org/project/salesforce
>
> The current maintainers are doing a great job, and an official  
> release is not far away, with usable downloads now available.
>
> Victor Kane
> http://awebfactory.com.ar
> http://projectflowandtracker.com
>
> On Fri, Feb 27, 2009 at 3:16 AM, <mark at markery.com> wrote:
>
> Hello all,
>
> I've looked into the Salesforce module, but I don't know much about  
> making it work with our current system. Basically we need to  
> migrate from a site that already works with Salesorce into a drupal  
> site that can do the same thing.
>
> Is there anyone out there with some experience in this area?
>
> Thanks,
>
> Mark
>
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