[consulting] CRM Questions

Fri Feb 27 19:25:46 UTC 2009

Guys the biggest difference between the two apps seems to be reporting
capabilities , that said civi can do some things sforce cannot.

Doug McCabe
Union Web Services Inc.

  _____  

From: consulting-bounces at drupal.org [mailto:consulting-bounces at drupal.org]
On Behalf Of Bob Schmitt
Sent: Friday, February 27, 2009 2:05 PM
To: A list for Drupal consultants and Drupal service/hosting providers
Subject: Re: [consulting] CRM Questions

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