Contacts to Connections: CRM funneling for FLOSS projects

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Proposal
Short Form
Intermediate

Excerpt

As an organization or project grows, it often becomes hard to keep track of the various community members, donors, and volunteers who are connected. The answer to this is the often used sales tool, a contact relationship manager (CRM). Lets look at a non-sales focused tool, CiviCRM and see how it can be combined with Discourse and various Drupal forms to create a contact funnel.

Description

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.

Tags

crm, contacts, community, database

Speaking experience

During high school I cut my teeth speaking at primary school assemblies and classrooms about the dangers of tobacco use.

In 2007 I took over the Greater Seattle Linux Users Group (GSLUG) and lead monthly meetings for 8 years, occasionally doing formal presentations.

While attending the University of Washington I was able to take two advanced public speaking courses.

In 2014 I began speaking at FLOSS conferences and related communities.

Starting with LinuxFest Northwest (LFNW), I have also presented at FOSDEM, LibrePlanet, SeaGL, Shanghai Barcamp, Toorcamp, and XinCheJian.

I first presented this in 2017 at LibrePlanet. It has also been accepted to LFNW 2017.

Speaker

  • Salt iws

    Wm Salt Hale

    Snowdrift.coop

    Biography

    /?/ Kilted Globetrotter,
    Free/Libre/Open Advocate,
    and Lifelong Hacker /?/

    Wm Salt Hale is a Seattle local who studies Technology and Society at the University of Washington (UW) Department of Communication and is the Community Director at Snowdrift.coop.

    He focuses on Free/Libre/Open Source Software (FLOSS) and Culture; Hackers, Makers, and Breakers; and Computer-Mediated Communication using real-time synchronous systems.

    Salt attends, organizes, and speaks worldwide at: conferences, conventions, events, festivals, and faires; on the topics of communication, crowdmatching, gnu/linux, information security, music, science fiction/fantasy, web development, and windsurfing. He is very approachable and will always be found wearing a kilt.