Neon’s extended training and consultation services provide personalized, in-depth support to assist organizations with strategic questions and planning on a variety of topics, including:
- Staff/volunteer workflow planning
- Bulk data migrations and manipulation
- Fundraising configuration (Preparing online donation forms, linking payment gateways, and configuring automated donation acknowledgement emails)
- Event configuration (Setting up multiple ticket options, event sessions, and sponsorships)
- Membership configuration (Creating company memberships, fees, and levels; and customizing membership forms)
- Extended full-staff training
- General system configuration and "going live"
Consulting and extended training calls are conducted in an audio/screen-sharing session. After your session, your consultant will provide you with a follow-up email with links to additional training resources, as well as a recording of your session upon request. If you do not use all of your consultation time, your remaining minutes are "banked" by your consultant for later use.
To request additional training or consulting, please fill out our Training & Consulting Request Form.
Do you need a little extra help with creating a newsletter, setting up an online form, or running a report? Previously called Visual Phone Support, Neon's On-Demand Training subscription service is ideal for organizations looking for short, personalized sessions for basic CRM training and troubleshooting on topics, such as:
- Configuring automated emails and letters
- Sending out mass communications
- Basic reporting
- Configuring basic online forms
- Technical troubleshooting questions
With this service, you have access to up to 60 minutes of phone time per month that can be scheduled in 15- and 30-minute sessions within 24 hours. On-Demand Training calls are conducted in an audio/screen-sharing session. After your session, your consultant will provide you with a follow-up email with links to additional training resources, as well as a recording of your session upon request.
To request an On-Demand Training subscription, please fill out our Training & Consulting Request Form.
Estimate available upon request
NeonCRM includes several features for cleaning and managing data, including a duplicate manager, bulk operations tool, and batch update functionality. For more complex data management tasks, our Professional Services team offers data services for advanced manipulation of data in your NeonCRM system, including:
- Bulk modification of transaction data
- Data migration within your NeonCRM system
- Data migration from external database systems
- Bulk operations based on complex criteria
- Other tasks requiring custom database scripting
For further guidance on data services or to request an estimate for a data service, please fill out our Data Services/Maintenance Request Form.