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marafa@drupal.org's picture
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InternationalizationizerNot Kulvik
Joined: 10/07/2007
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hi
i dont have any experience with crm. so i basically know that the acronymn stands for customer relations manager (guessing here!) and thats about it.

however, in reading around on the site and the forums, i find a couple of refernces to installing civiccrm. could someone expand on why i would want to do that? what benefits i would gain by doing so? disadvantages?

thanks

Mohammed Arafa

zmove's picture
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Bug FinderEarly adopter... addicted to alphas.Getting busy with the Ubercode.Internationalizationizer
Joined: 08/13/2007
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Re: crm

I already created CRM for society. I used sugarCRM, vTiger, and CiviCRM... and now.. I use drupal Smiling

I especially work for little society that want to have their Ecommerce website, these socety don't care to have the uber mega ultra CRM software of the universe. They just want to send newsletter, quickly filter and see customer informations and get report of their sales.

These 3 elementary function are makable with drupal and some little module without use a gaz industry CRM (which considerably slow your website in general).

There are 3 modules that allow to have a simple, but powerfull CRM usage of your drupal website :

  • Core profile module of drupal
    With this module, you will be able to stock every informations you want on a customer, you can ask him at register or create hidden field to store informations for you.
  • Site user list module
    This module provide very powerfull filter and searching system through your registered user
  • Simplenews module
    This module allow you to create newsletter, allow customer to register to your newsletter or send newsletter to a defined list of email address (not especially registered in your website).
  • Ubercart
    It provide functionallities to make your own reports and a google analytics integration which allow you to know all you need about your customer

The list of module listed above allow you to create a very powerfull CRM system and they are pretty light (compared to a huge sugarCRM or civiCRM). In addition, they are simpler to use and configure than a complex CRM system.

The only things I didn't find module for that is the possibility to add people in your drupal user list without create an accound (and send email etc...)

The only things I cannot do at the moment with drupal is to insert user without creating a drupal accound (and send email with password etc...) which can be limited to add lead to your CRM system.

But I think it will need not a lot of work to create a module that don't send notification to user of a specified role for example, and you can create a lead role in drupal in which you stock all your leads.

zmove

marafa@drupal.org's picture
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InternationalizationizerNot Kulvik
Joined: 10/07/2007
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hi zmove thanks for

hi zmove
thanks for responding but according to what you say i will also have reports. which module is it that provides the reports. and what kind of reports does it show?
pending orders?
sales by ?
sales by geoip?

thanks

Mohammed Arafa

zmove's picture
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Bug FinderEarly adopter... addicted to alphas.Getting busy with the Ubercode.Internationalizationizer
Joined: 08/13/2007
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Re: hi zmove thanks for

Hi sorry for the long time no reply, I just forget this post Smiling

Pending orders : Ubercart do that natively
Sales By watever : I think you can have what you want of this kind, Ubercart allow you to create custom module report, it meens you know how to create a module, but I think if you make an ecommerce shop, you know PHP at least a little.

In addition, Google analytics can gives you lot, lot, lot informations on your sales.

Kalo's picture
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In regards to simplenews

I noticed that I can add the opt in check box on drupal's standard register user page. Is there anyway to get that onto the checkout page for Ubercart. It is recommended to disable the registration page on Drupal and a new user is then created in the checkout process. So how do I add that checkbox to the checkout page?

johnnydeff (not verified)
johnnydeff's picture
Re: crm

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