Tier 1 Certification

Welcome! In this certificate-providing course, we'll cover:

  • why non-profits use a CRM,
  • what Neon does for non-profits,
  • and how we got here.

Objectives

​By the end of the course, learners will be able to identify

  • organizational and fundraising obstacles addressed by NeonCRM,
  • how to use NeonCRM in conjunction with other tools,
  • and what the value proposition of the software is.

1.1 Welcome

The Need Let’s start with a story. At one of my previous jobs, all program staff got an email before our annual appeal,. “Send us your lists of donors and volunteers!” I’d then copy a few Google Sheets, supplement with data from my inbox, and send it off as an Excel file to the Board. Each…

Read More

1.2 Our Story

Our Story Insert video of Jeff telling our story as a company or, if we don’t get that,

Read More

1.3 Introduction

Introduction NeonCRM is an all-in-one platform for tracking your supporters and their relationship with you in the hopes of raising more.

Read More

2.1 NeonCRM: Access

Access Cloud-based NeonCRM is a web application, so you can view and edit your data from any browser. Don’t worry- we’ll keep it secure. NeonCRM is PCI Compliant. System Users As many (or as few!) people can access your CRM as you choose. A System Administrator can see, edit, and delete all data in the…

Read More

2.2 NeonCRM Analysis

Analysis Those System Users are able to

Read More

3.1 NeonCRM: Knowing Your Supporters

Knowing Your Supporters finding accounts, viewing data on an account, customizing account view relationships, custom account data tracking reporting on their identities – who is in the Chicagoland area (show off radius reporting?) Communications Mass Communications Newsletters – Distribution Lists Workflows Case Study: Hardy Girls Healthy Women

Read More