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Contacts to connections: CRM funneling for FLOSS projects

Wm Salt Hale

Do you have a pile of sticky notes and a folder full of spreadsheets with contacts? Have you ever had a donor approached by two people trying to gather the same information? As an organization or project grows, it often becomes hard to keep track of the various community members, donors, and volunteers who are connected. An answer to this is the often used sales tool, a contact relationship manager (CRM). You will learn about a non-sales focused tool, CiviCRM and see how it can be combined with Discourse and various Drupal forms to clean up and funnel your contact data.


7 years, 2 months ago

Tagged with

LibrePlanet 2017 video · LibrePlanet 2017 · LibrePlanet · lp2017 · video

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LibrePlanet 2017 Videos (libreplanet)


CC BY-SA 4.0