Customer relationship management (CRM) helps businesses collaborate with their customers. CRM is used for contact management, sales management, and more. With this tool, you can store customer contact information, accounts, and sales opportunities in one location. The aim of CRM software is to improve business relationships and the data associated with them. Such platform can be easily integrated with CMS-based websites, such as Drupal. In this article, we’ll take a closer look at the best CRM software tools for integration with Drupal websites.
Why Is Customer Relationship Management So Important?
CRM serves as a tool that manages connections in the growing business. It records customer contact information, such as email, phone number, or social media profile. A CRM software also stores more detailed data, such as customers’ preferences or communications. Everyone in the company can see what the customer has bought, when he last purchased, how he has been communicated with, and much more. CRM organizes all the data and gives you a clear overview of the relationships with your customers. With easy access to this information, it’s easier to collaborate and increase productivity.
Benefits of Drupal and CRM Integration
Synchronization of your website with CRM software can benefit you a lot. First of all, it centralizes and manages all the customers data. The best part of it is that integration gives substantial operational efficiency through automation. Automation helps you handle the growth of your customer base. Besides, Drupal is a powerful CMS that can deal with loads of data and content.
The best CRM software
Drupal offers a number of modules for CRM integration. This enables you to automate the sales process on Drupal websites rather than do it manually. Check out the list of the best CRM software the WishDesk website development agency has prepared for you:
- Zoho CRM
- HubSpot
- RedHen
- Salesforce
- Pipedrive
- Active Campaign
Top CRM Software Tools for Integration with Drupal websites
Zoho CRM
Zoho is a cloud-based CRM solution for a medium-sized and small business websites. It offers in-built tools, such as sales and marketing automation, customer support, customer analytics, and product configuration.
Zoho CRM provides constant communication with the customers via email, phone, live chat, and through social media. A mobile version of the platform is also available. It gives access to sales and customer information on different mobile devices.
Key Features of Zoho CRM
- reminder system
- email marketing
- task management
- social media integration
- document storage
- marketing automation integration
Using the Zoho CRM suite of modules, you can easily integrate this CRM with your Drupal website.
HubSpot
HubSpot is an open-source CRM software that allows organizing all sorts of details from your customers’ communication with you. It eliminates the manual work and keeps all the contacts in one centralized database, automatically logs every interaction, and crawls the internet, keeping track of over 13M companies.
HubSpot CRM is currently a certified Google partner. It is a solution that suits small and medium-sized businesses.
Key Features of HubSpot CRM software
- calendar system
- task management
- segmentation
- lead scoring
- marketing synchronization
- drag and drop communicator
You can easily integrate HubSpot CRM with your Drupal website using HubSpot API.
RedHen
RedHen is another open-source CRM that offers CMS tools, contact management, and customization. It provides some tricks, such as engagement tracking, customizable one-page donation forms, or event registration integration.
Although RedHen is a functional self-contained CRM, it is also designed to be an ideal integration point.
Key features of RedHen CRM
- contact management
- customer engagement tracking
- event registration
- adding organizations
- membership services
- roles and permissions
The RedHen modules won’t give you a functioning CRM immediately. They require customization for your specific business needs. RedHen is a perfect solution for integration with the Drupal website as RedHen is Drupal-native CRM. Together they function without any trouble.
Salesforce
Salesforce is one of the most popular cloud-based CRM platforms. It is a solution for commercial sales and support-oriented businesses. Salesforce CRM is a good choice both for small and enterprise organizations.
The Salesforce platform has capabilities that include sales management, marketing automation, partner relationship management, and customer service. It allows users to synchronize contacts, calendars, emails, and tasks in both applications.
Key Features of Salesforce CRM
- communities for sales
- marketing and sales lead
- analytics
- contact manager
- social accounts and contacts
- real-time visibility
Install the Salesforce Suite of modules to synchronize leads and data with your Drupal website.
Pipedrive
Pipedrive is one of the best-performing CRM software and sales management system. It organizes business leads in a way to give you an excellent overview of your sales. It takes minutes to set up an account. Other vital operations that used to be difficult and time-consuming are very straightforward and fast with Pipedrive CRM.
Pipedrive provides full mobile optimization. This CRM is available on any device. Besides, all data is backed up in real-time to a separate server.
Key Features of Pipedrive CRM software
- activity management
- sales reporting
- sales forecasting
- email integration
- Google calendar & contacts integration
- roles and organizational hierarchy
Integration of Pipedrive and Drupal doesn’t require any programming skills. You can improve your website efficiency with the help of this tool.
Active Campaign
Active Campaign is all-in-one user-friendly marketing platform for businesses. It offers tools that are designed to help small and medium-sized businesses acquire and eventually engage their customers. Although Active Campaign provides a good set of email and messaging features, this platform does much more than just any traditional email service provider. It ties its email and messaging features to a user-friendly Drupal website, along with built-in CRM and sales automation functionalities.
Key Features of Active Campaign
- marketing automation
- smart autoresponders
- built-in integrations with 200+ external services
- drag and drop email designer
- advanced segmentation and targeting
- campaign, contact, and list reporting
Integration of Active Campaign with Drupal websites is easy and requires absolutely zero coding experience.
Integration of CRM software with Drupal websites
Here are some options for CRM software integration with Drupal websites.
- Utilize the CRM’s API (if it exists in your version/license) to pull entities into Drupal. Then proceed in a similar vein to the SalesForce options via Services or a custom module
- Use the Migrate module and optionally the MSSQL Server PHP extension for any .NET-based systems to directly query the CRM database and import it into Drupal entities
- There is a Sandbox module for Dynamics integration
Integrate your Drupal Website with a CRM software tool
No doubt, this list does not include all the best CRM software tools for integration with Drupal websites. We only highlighted some of the most popular ones. Consider all the advantages, drawbacks, and features to find out which CRM can work for you.
In addition to CRM integration, another crucial aspect of optimizing your Drupal website is Google Tag Manager integration in Drupal. This powerful tool can significantly enhance your website's tracking and marketing capabilities, working seamlessly alongside your chosen CRM solution.
The dedicated team at WishDesk can guide you through the implementation process if you have decided to integrate a particular CRM software for your Drupal website. Also, we are always here to answer any questions or provide 24/7 support. Contact us to get the help you need.
