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Training & Consulting Request Form

Consultation services provide personalized, in-depth support to assist organizations with strategic, how-to, and technical support questions.

Learn more about NeonCRM Professional Services.

Please complete the form below to request a consulting session. Our Professional Services team will be in touch shortly.

Note: This Professional Services request form is intended for current Neon users only. For more information about our products or to request a trial/demo of a Neon product, please contact sales@neoncrm.com or visit www.neoncrm.com/learn.

 


 

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Consulting Needs

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 Accounts & CRM tasks (Tracking basic constituent information, importing/deleting constituent data, activities & reminders)
 Fundraising (Campaigns, online donation forms, social fundraising, fundraising reporting)
 Memberships (Membership levels, terms, settings; online membership forms; membership reporting)
 Events (Event setup, online event registration forms, event reporting)
 Store (Configuring the online store, tracking products, reporting on purchases)
 Communications (System emails/letters, newsletters, material tracking)
 Volunteers (Volunteer projects, volunteer forms, hours/mileage/expenses tracking)
 Custom Surveys & Constituent Login Portal
 System Settings (System users, user groups/permissions, global settings)
 3rd-Party Integrations (MailChimp, QuickBooks, etc.)
 I’m not sure.
  
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