Get More From the Neon CRM
You Already Have.
If your team moved to Neon CRM but still runs on spreadsheets, you're at the setup stage. I set up the tracking, reports, and daily routines your team needs, built around how your team works. After a free 30-minute call, I quote a clear job in writing. If the job isn't clear yet, a fixed-price assessment (from $1,500) comes first.
Where Teams Get Stuck After Moving to Neon
Five common problems after the move.
- Key relationships didn't carry over. Sponsor history, donor tiers, and organizational connections are missing or in the wrong fields. Migration tools move records, but they don't know how your sponsors and donors connect.
- Prospect tracking still lives in spreadsheets. The CRM isn't set up yet to show who's been contacted, who's committed, and who needs a follow-up, so your team keeps using the spreadsheet.
- The team isn't using the CRM consistently. When the data doesn't match how people work, they stop using the CRM. Usually the setup needs fixing before more training will help.
- Campaigns, reports, and segments are still untouched. Migration doesn't set these up, so your team never gets to use them.
- Leadership needs reports the CRM can't produce yet. Year-over-year sponsor data, donor retention, event engagement. The data is in the system but isn't set up to answer those questions.
That setup work is what I do.
What CRM Activation Looks Like
Three phases, with the scope agreed in writing before we start.
Check what you have
I compare what's in Neon against your original spreadsheets, exports, and old records. Then I list what's missing, filed in the wrong place, or incomplete, so you know what the CRM needs.
Build what's missing
I build what your team needs: sponsor prospect tracking, past records filled in, donor groups, and reports that answer your leadership's questions.
Train your team
I train your team on data entry, write guides they can look things up in on their own, and give you a year-long outreach calendar built from your audience data.
What This Looked Like for One Nonprofit
The situation: A nonprofit had recently moved to Neon CRM. The data was in, but sponsor history was incomplete, the executive director couldn't see where sponsor prospects stood, and the team still tracked key relationships in spreadsheets. Nothing was written down, staff hadn't been trained, and no emails went out automatically.
What We Built Together
- Checked Neon against the original Excel files and wrote up missing records, missing relationships, and data filed in the wrong place
- Built sponsor prospect tracking that shows where every prospect stands, with past years' data filled in
- Trained staff to build their own revenue reports in Neon
- Split the audience into groups and built a year-long outreach calendar around them
- Built automatic confirmation emails and set up a past-attendee email list
- Ran 3 hands-on training sessions covering CRM workflows, audience building, and revenue reporting
- Wrote 8 how-to guides the team can look up any time
The outcome: Sponsor tracking and 8 how-to guides were in place for the team.
Is This a Good Fit?
Strong fit if you...
- Use Neon CRM, but your team still keeps things in spreadsheets
- Need sponsor or donor tracking that matches how you work with them
- Have data in the system that doesn't yet match how your team works
- Need reports your board and leadership can use to make decisions
- Want your team confident in the CRM and not dependent on one person
Probably not the right fit if you...
- Are still evaluating CRM platforms and haven't selected one yet
- Need full custom software or application development
How It Works
You'll know after the first call whether we're a fit.
Book a Call
Schedule a free 30-minute call. Answer a few short questions beforehand so we can spend the call on your setup.
We Review Your CRM
We go through what's working, what's missing, and what it would take to fix it.
You Get a Clear Plan
You'll know whether it's a clear job I can quote in writing, or whether a paid assessment makes sense first.
Book a Free 30-Minute Call
On the call, I'll look at your Neon setup with you and we'll see if there's a fit.
Prefer email first?
Reach me at [email protected]
Who You'll Be Working With
I'm Henry Montoya, and I run Rakvia (InsightGrid Solutions LLC). I help small organizations make better use of the tools they already have before recommending anything new.
My background is in technical operations for nonprofits. I'm a Salesforce Certified Platform Administrator and a Marine Corps veteran. I've set up Neon for a nonprofit client and led the Cvent registration setup in my association work. When I'm done, your team has the guides and the training to run it without me.