Speaker(s): 

As anyone who uses Salesforce or CiviCRM with Drupal already knows, collecting contact information from users can be challenging. In order to effectively manage information about your users, you often need a separate system for managing contacts. This situation creates a wall between content and contacts, where valuable data about each lies in different systems, and integrating the two becomes cost prohibitive for most organizations. This can be disadvantageous for sites engaged in lead generation, crowdsourcing, e-commerce and other efforts that are very contact-centric.

Drupal's Field and Entity APIs have opened the doors to using Drupal as a tool for managing information other than content. This session focuses on the use of Drupal as a CRM system, taking a look at the Drop CRM project and related releases as a tool for managing contact information.

* Creating contact types and activities
* Establishing relationships
* Using fieldable entities to define custom fields for contacts
* Creating your own interfaces for searching and reporting using Views and Solr
* Understanding the relationship between content and contacts, and putting them to work

Participants will receive access to working installation profiles and modules at the conclusion of the session.

Experience level: 

Intermediate