Certification Tier 1

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 Рwho is in the Chicagoland area (show off radius reporting?) Communications Mass Communications Newsletters РDistribution Lists Workflows Case Study: Hardy Girls Healthy Women

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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…

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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.

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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…

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