Drupal is an excellent CMS platform, and there’s no doubt about its capability. It’s easy to manage, organize and push out projects working with the platform no matter how big your requirement is. 

However, to make things work optimally in any given situation and to make it compatible, it’s vital to provide it with a stage and, more than that, a mindset to manage the idea of web communication most effectively.

Quite obviously, when it’s about managing some content, it has to be with a long list of data associated with some people, channels, resources, or functional attributes. So, there’s some relationship to be maintained between the service and the beneficiary and many other things that travel and get exchanged between them. The CRM is a core solution and offers a consolidated resource mechanism to help you obtain value.

Understanding CRM: A Brief Definition  

CRM stands for Client Relationship Management and can be anything that deals with Constituent Relationship Managers depending on the sector (Precisely a for-profit and not-for-profit sector) This means putting Drupal up with a CRM makes sense in many situations. When you make a business meet its digital objectives, functionary meet its resources, or airlines manage its flight operations with all the passenger details at a stretch of service. All these situations require a compliant framework to serve them in alliance with Drupal development services.

Different Types of CRM Based on Hosting 

Based on the hosting you want, the CRM solutions can be categorized as

  1. On-Premises CRM
  2. Cloud-Based CRM

On-Premises CRM

These are the CRMs installed and running on your server. Thus, these CRMs are hosted on local servers instead of any cloud. Here the updates are manually done. For a small enterprise, this is quite an affordable alternative. You need to spend money only if you need to upgrade the software with your business expanding. 

The only issue is with each update. You must re-enter data, re-setup configurations, and even re-create the database.

Companies Benefitted: Small Businesses and Start-ups 

Advantages of Using On-premises CRM

  • Ease of Implementation 
  • Lower Costs 
  • Reliability and Security 
  • Scalability and Customization 
  • Facilitating Remote Working 

Cloud-Based CRM

Here the software is hosted over a cloud instead of an internal organization’s server. The best thing about a cloud-hosted CRM is that the whole team can simultaneously access and work on the same data. Also, this can be accessed from any device and anywhere. This automates your business process from lead nurturing to opportunity management and maintaining the account. 

Companies Benefitted: Enterprises and Big Businesses 

Advantages of Using Cloud-Based CRM

  • No Need to Deploy Servers 
  • Reduced Operational Costs 
  • Accessible from Anywhere 
  • Highly Secure 
  • Easy to Scale 

Based on the size of your business and your goals, you can pick the right CRM Software that can help you track your leads and expand your business.

Before we see how you choose the right CRM for your business, let’s look at some of the most reliable software in the market.

Top CRM Software Tools for Integration with Drupal Websites

RedHen for Drupal

RedHen is a collection of modules native to Drupal. This makes you work independently on the CMS without looking outside the platform to refer to other facilities for your CRM endeavor. You can combine different facets of features that are otherwise scattered and available only in the paid or subscribed form. The only drawback RedHen has the downtime. Otherwise, it would help you improve your ability to have CRM functions working over Drupal.

CiviCRM

CiviCRM is a custom PHP application that looks just like a Drupal module and offers a look-alike interface helping you work quickly on different aspects of CRM that are virtually Drupalified. It comes with great features to work on and is quite weighty. However, at times it could be rough on the edges and have supply-time bottlenecks causing inconsistency in development. The program is otherwise quite impressive with its capacity to produce large CRM-based applications with Drupal.

Salesforce for Drupal

A name you can trust anytime. It is a solution preferred by commercial sales-focused companies around the world. Salesforce combines with Drupal to offer excellent customization options, including views, rules, and module hooks. Written in its native language, Salesforce is comparatively expensive and has proprietary resources to offer, which is the only downside. It is a cloud-based CRM, so the integration takes place with the help of a REST interface.

Sugar CRM

A renowned commercial edition player and debatably one of the most used CRMs in the world. With Drupal, development moves quickly and smoothly on Sugar CRM because of the direct integration offered in OSSCube as a standard unified service. The resourcefully done field mapping between Drupal and Sugar entities makes it manageable and synch cable. It has its marketplace and extensions, which makes it far more reliable than other options.

Zoho CRM for Drupal

Websites for medium- and small-sized businesses can use the cloud-based CRM application Zoho. It provides built-in tools, including customer service, analytics for the customer, sales and marketing automation, and product configuration.

Through email, phone calls, live chat, and social media, Zoho CRM keeps in regular contact with its clients. The platform also comes in a smartphone edition. On various mobile devices, it provides access to sales and client data.

HubSpot for Drupal

HubSpot is an open-source CRM program that organizes various information from your client interactions. It automates all human work, maintains all contacts in a single database, tracks every conversation, scans the internet, and keeps track of over 13M businesses.

Currently, Google has approved HubSpot CRM as a partner. It is an appropriate choice for small and medium-sized organizations.

PipeDrive

One of the most effective sales management and CRM systems is Pipedrive. Business leads are arranged so you can see your sales in great detail. Setting up an account takes a few minutes. With Pipedrive CRM, other crucial tasks that once required a lot of effort and time are now simple and quick.

Pipedrive offers the entire mobile optimization. Every smartphone supports this CRM. A separate server also receives real-time backups of all data.

ParDot 

Another marketing automation application that lets you Pardot is a SaaS marketing automation application that allows marketing and sales departments to create, deploy, and manage online marketing campaigns that increase revenue and maximize efficiency. 

So, these are some of the most trusted CRM tools that most businesses worldwide use. Now, you need to make a choice. 

Need help picking the right software? Relax! 

We got you covered here.  

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How Do You Select the Best CRM

With so many CRM options available, choosing the right software that helps your business grow is a complicated decision. You got so many vendors, product details, and technical terms to sort through while making a choice. 

Can’t think through the clutter?

Easy. Focus on the Internal Requirements and Company Priorities 

Before looking into CRM solution providers, ask yourself these questions:

  • What are our company’s most minor effective procedures, and what are the goals of a CRM system?
  • Which operational practices and routines are lacking and need to be implemented?
  • Who in our organization will utilize CRM? How many users do we need?
  • What more applications would you like us to integrate into a CRM system?
  • How much money do we have available?

After a detailed brainstorming session on why you need a CRM and its functions, stick to these steps and get things done. 

5 Tips to Take Care of When Choosing CRM for Your Company 

1. Be Aware Of What Crm Is All About 

Be sure you understand what you are getting into. According to a study, around 22% of people involved with client management aren’t aware that ideal CRM would help them earn better profits. 

Before you enter the domain, know what a CRM is, how it functions, and how a wrong decision may put your business at peril. 

You must educate yourself on every aspect of CRM. Understand what a CRM is, how it can help your business grow, the benefits of the particular CRM, Methods to integrate, and other aspects. CRM, luckily, is one of the most significant aspects of business that gets the most attention, and resources are plentiful.

Check the top CRM platforms, comparison tools, articles, and more to find the perfect CRM for your organization. The key takeaway is that you should only start a business if you are fully informed about all relevant information. To choose CRM software, one must first have a basic understanding of what CRM is. After you’ve decided what you need, the software comes next.

2. Recognize The Needs Of Your Company

Your business requirements will decide the kind of CRM software and feature list you need. It is not necessarily what suits your competition, it suits your business too. The first thing to think about is if you genuinely need a CRM. Instead, you may employ customer experience management (CEM) software to better understand your clients. But there is a difference between what a CRM is and what a CEM is. 

It’s a smart move for you to have both tools working together if your budget permits it. If not, then CRM software with excellent functions and capabilities should be given priority.

The time has come for you to be explicit about your needs. 

  • Customer information is hard to find, and customer service needs to be improved.
  • inability to find and keep loyal clients
  • a protracted or extensive sales cycle
  • Scheduling agents is challenging.
  • Agent performance is difficult to see.

There can be more challenges. The objective is to streamline your sales processes and operations and integrate everything. These are the goals and requirements you have. Now that you have that list, you may review your options.

3. Examine Crm Tools and Functionalities

When selecting a CRM, always remember how it will impact your budget. CRM software affordability can be determined by considering the base monthly cost per user and the cost of upgrades. 

To develop client connections and increase sales, your sales team members need to access client information, track the sales funnel, and carry out tasks without a desktop computer. For sales on the go, think about CRM software’s mobile friendliness.

CRM software should be integrated with customer visit management, contact management, marketing automation, and lead-tracking functions to track marketing campaigns and sales operations. When hiring CRM providers, consider each one’s capabilities and how data-driven and customer-centric it is. Ensure your existing task management tools, automated marketing systems,  and other third-party software-as-a-service platforms can be integrated with the CRM to expand its capabilities and flexibility. Consider whether doing so will save money..

4. Request a Demonstration and Try Out a Trial Without Charge

Do not simply trust the CRM solution you chose!

In most cases, trying something before finalizing is a great idea. A salesperson walks you through the product during a live demo and teaches you how to use it. You can then ask domain-specific questions and how the CRM favors your business.

After that, switch to a free trial version to get a feel for how everything works and weigh the system’s pros and cons. Consider elements like usability, critical functionality, and expansion potential.

5. Think About The Price

Depending on the subscription plan and deployment strategies, cloud-based CRMs offered as SaaS are reasonable.

Many SMBs start with free CRM software to get their business off the ground and upgrade to paid solutions as their operations grow because software costs are a major concern for SMBs. One of the best free CRM tools to get you started is HubSpot CRM, the best app in our CRM category.

Wrapping It Up!

Do you require assistance determining your needs?

Selecting the ideal CRM software for your drupal website takes time and effort. As you start your CRM inquiry, the abovementioned things could help you make judgments. Because the right CRM software will be essential to your business’s success, you should ensure you get the best CRM software for your drupal application. Anytime you need assistance choosing, turn to Octal IT Solution.

THE AUTHOR
Digital Marketing Manager
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Driven by a deep curiosity and a thirst for knowledge, Mann constantly seeks to uncover the latest trends and innovations in the tech industry. His ability to dive into complex concepts and distill them into engaging content sets him apart as a reliable source of information for his readers.

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