Authored by Drupal Geeks on 14 Oct 2021
Benefits of Drupal and CRM Integration

Integration of systems throughout an organization where your goal is to sync an online customer with a backend CRM is hugely beneficial. By doing that, you can access, measure, and use large amounts of data. It will give you a much clearer picture of how you engage with your audience and allow you to improve each interaction. And the best part of it is that it gives substantial operational efficiency through automation.

The most significant advantage of Drupal as a CMS is that it’s perfect for handling colossal user and content databases. Fueling that data into a CRM is extremely useful for converting that data into potential leads and customers.

Popular Integrations as Available Solutions

Benefits of Drupal and CRM Integration

Opting for a CRM solution dramatically depends on the level of business. For big systems, you should look for an enterprise level solution both on demand and open-source. So, we’re going to list a few popular ones:

Salesforce Suite

Salesforce CRM is an advantageous solution for tracking customer information and interactions and automates an end-to-end sales process. Its suite of modules allows seamless integration of a Drupal website with Salesforce CRM.

Zoho CRM

Zoho CRM is a complete set of business apps built to provide office and project management solutions which require invoicing or include recruiting. Its suite of modules allows seamless integration with a Drupal website.

Redhen CRM

Redhen CRM is a self-contained CRM, but it allows customization. However, Redhen CRM serves as an integration point for Salesforce CRM.

Pros and Cons

CRM integrations help you manage all customer data and centralize it. The increase in productivity backed by automation will help you handle the growth of your customer base. You get to see which parts of their customer journey need improving and it enables you to build long-lasting relationships with your customers. But there are some downsides.

The transition to automation has always been an enormous obstacle to any organization development. The whole psychology of being tracked and recorded is still uneasy with both customers and staff. However, with training and guidance, this will improve over a short period.

Another option is to customize a CRM for integration to ensure a smoother transition between both staff and customers. And this is where we get back to the start. You need to evaluate your business, analyze your goals, plan out a strategy in which you’ll incorporate your customized CRM. The biggest obstacle here will be marking out data which you’ll be tracking.

Cost as a Main Factor

The return on investment you’ll be getting from a CRM integration with Drupal is something often discussed. Building big systems or integrating a CRM solution can raise additional costs as staff would require training and guidance. Support can take time and, in most cases, users can’t explain the problems they face, especially in complex systems. Because of these problems, you should have a CRM consultant guide you through the transition.

Are you looking for a customized CRM solution for your Drupal website?
Contact us, and we will guide you through.