Support for Drupal 7 is ending on 5 January 2025—it’s time to migrate to Drupal 10! Learn about the many benefits of Drupal 10 and find migration tools in our resource center.RedHen CRM is supported by a growing community of Drupal developers and site builders. You can engage with this community on Drupal Groups.
Over the last few months, we have asked this community to share case studies for how site builders have used RedHen CRM to meet a variety of CRM requirements. Please consider sharing your own case studies, which we will in turn post here.
Mission Investors Exchange - Foundations Sharing Expertise in Investment-driven Grantmaking
See: http://thinkshout.com/portfolio/mission-investors-exchange
ThinkShout's first production RedHen instance was built for Mission Investors Exchange. This is a membership organization providing grantmakers with access to a Solr-based resource library. Access is managed via the RedHen Membership contrib module. Drupal users associated with RedHen Contacts that are, in turn, associated with RedHen Organizations that have received a RedHen Membership are provided with a Drupal user role that grants them access to premium content. This is a pretty typical "Association Management" workflow - but one that is very complex with any other Drupal approach.
This RedHen integration also leverages the Entity Registration module, Commerce, Commerce Registration and RedHen Registration to manage paid event sign-ups. Registration access and discounting is managed via Rules that use RedHen data.
The Pennsylvania Certification Board - A Credentialing Organization
The Pennsylvania Certification Board (www.pacertboard.org) offers state-level credentialing to behavioral health professionals. This entails keeping records of:
- The professionals and their certifications
- The approved trainings their professionals can take towards gaining certification and certification renewal
- The organizations that provide the trainings and their contracts with PCB for providing the trainings
They'd been using a custom-built Access database for tracking over 75,000 total records. Their goal was to create a new system that houses the data and integrates with their website to streamline and/or automate the many tedious manual tasks including:
- Processing new and renewed certifications
- Allowing professionals to view and print their certificates
- Approving trainings and notifying the organization providing the training of approval status
- Automatic notification to training providers of their contract status and impending contract expiration
- Automatic disabling of professional's website account after grace period for recertifying has expired
They needed a system that:
- Was simple and user-friendly
- Allowed multiple "memberships" per person and per organization
- Had the ability to create a complex and lengthy recertification form
- Allowed members and non-members to register for trainings
- Allowed their professionals to update their own profile and view and print their certificate from an auto-generated PDF.
3rd party CRMs like CiviCRM or SalesForce were either overkill or overly complicated for what they needed or maintaining the integration between the CRM and Drupal with two separate software installations and APIs was more complex and required more maintenance than their budget allowed. A native CRM was really the solution in this instance.
The Redhen suite of modules was the perfect base to build on. It provided the essentials for the project and most importantly, allowed complete flexibility for extending the core functionality. It also allows them to grow and add more automated processes and workflows as time and budget allow.
I’d like to thank ThinkShout for the amazing work they’ve done on the modules and for their responsiveness in the issue queues. Redhen is off to a great start and I have a hunch it’s going to be a major step forward for the Drupal community by enabling those looking to have their CRM tightly coupled with their Drupal website, something that was previously difficult, costly, and time-consuming at best.
Simple, powerful e-mail marketing for bands and labels
A Small Web Firm has done work for several music-oriented clients including Quiet Company and Hot Congress Records that utilize RedHen CRM as a fan/contact repository.
The core desired functionality was essentially to provide a free download (in these cases, samplers/compilations), in exchange for a name, e-mail address, and location (attaching an Addressfield to the RedHen Contact). This was done using RedHen Lead and its lead form submodule, allowing content editors to create an arbitrary number of promotional pages with attached downloads of any type.
Additional integration work was done with third-party commerce solutions to track purchases in RedHen.
The above work was in support of a smarter, self-managed newsletter/e-mail marketing system (integrating with Mandrill/MailChimp), where campaigns could be created based on past downloads, purchases, or geography (to support touring artists).
Though the above references a band/label use-case, you could easily replace "compilation" with "whitepaper" or "ebook" or "free trial" for B2B use-cases.
