Use Cases for CRM Core

CRM Core is good for handling information about people in your Drupal website. It is especially good at handling complex use cases where you need to do something with contact information data after it has been submitted, or maintain information over time.

Some of the common use cases that arise for using CRM Core are documented here. You might also want to read through the list of features to understand the ways other people are using CRM Core.

Capturing information about people

CRM Core can capture information about people entered on your website, and store it in a practical form that can be easily managed over time.

Some examples of how CRM Core is used in this way:

• Creating a Contact Us form and storing the details of the submission.
• Identifying when contact information is a match for records in the database, and updating contacts appropriately (instead of always creating new records).

Managing personal information about users

Contact records can be linked to user accounts, allowing people to self-maintain their own personal information.

Some examples of how CRM Core is used in this way:

• Providing forms for updating personal information.
• Displaying personal information on a user profile page.

Building a full-on CRM system

CRM Core can act as a complete CRM system without necessarily needing to act as a public website.

Some examples of how CRM Core is used in this way:

• Providing contact management within an intranet
• Managing a sales team
• Acting as a donation management system
• Acting as an event management system
• Acting as a volunteer management system
• Acting as a petition management system

For example ERPAL uses CRM Core modules to provide base entities for its CRM contacts and sales activities and integrates seamlessly with the Drupal module stack

Working with external systems

CRM Core is capable of interacting with external systems for managing contact information on an ongoing basis.

• Synchronizing contact records with Salesforce
• Synchronizing contact data with CiviCRM
• Synchronizing contact data from other Drupal sites via the services module