[consulting] CRM Questions

Fri Feb 27 19:22:15 UTC 2009

I guess what I'm looking for is a resource that talks about the pros and
cons of sugar v salesforce v civicrm that I can read -- and possibley have
my clients read when they ask me these questions.

 I primarily work with nonprofits, but my Civicrm experience a couple of
years ago wasn't great, though I'm definitely open to using it again now
that it's more mature.

The great thing about CiviCRM is it's integration -- but that has it's
downsides too -- as clients think you can customize it as easily as Drupal.

Ideally, I would rather recommend to clients a completely independent CRM
like Salesforce, but it would be nice to know what exactly the Salesforce
module does -- what gets integrated.  Now that I'm getting more and more
questions about CRMs, I guess I'm just trying to climb the learning curve as
quickly as possible.

Sam

On Fri, Feb 27, 2009 at 2:04 PM, Bob Schmitt <bobschmitt at xinsys.net> wrote:

> 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 <Alex at ZivTech.com>
>>> *To:* A list for Drupal consultants and Drupal service/hosting providers<consulting at drupal.org>
>>> *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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>>>>>
>>>>>
>>>>
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