Understanding Greater Giving and Neon CRM Integration What is Greater Giving? Let’s start with the basics. Greater Giving is a fundraising platform that helps nonprofits manage their events, auctions, and donations effectively. I remember the first time I worked with it; the interface was so user-friendly! It simplifies the whole process of collecting donations, which […]
Understanding the Importance of Organization Accounts What is an Organization Account? Hey there! So let’s kick things off with what exactly an organization account is in Neon CRM. Essentially, think of it like your business’s home base within the software. It holds all relevant data about your organization, including contacts, events, and activities. Without this
Understanding the Donation Settings Identifying the Current Minimum Donation Amount First things first, you’ve got to know what the current minimum donation amount is. When I started using Neon CRM, I was a bit lost in the labyrinth of settings. It seemed like a technical jungle, but once I found the donation settings, it all
Understanding Why Integration Matters The Impact of Data Synchronization One of the biggest revelations I had during my years working with nonprofit fundraising software was the power of data synchronization. It’s not just about having systems in place; it’s about ensuring those systems can communicate effectively. When Greater Giving and Neon CRM talk to one