- Course Welcome
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Planning Session Recordings
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Orientation Overview for Staff
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Before You Begin
- Orientation Overview
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Welcome
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Course Introduction
- Course Evaluation
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Welcome to CRM Staff Quiz
- Strategic Planning / Determining What’s Needed
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Planning Session Overview
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Lesson 1 - Neon CRM Implementation Planning Worksheet: Introduction
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Lesson 2 - Worksheet Section 1: Define Your Goals
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Lesson 3 - Worksheet Section 2: Conduct Research & Involve Stakeholders
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Lesson 4 - Worksheet Sections 3 & 4: Identify Risks & Define Timeline
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Lesson 5 - Worksheet Section 5: Assign Responsibilities
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Lesson 6 - Send the Worksheet to Neon One
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Planning Worksheet Staff Quiz
- What’s Next?
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Lesson - What's Next?
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Welcome to Neon CRM (STAFF)
Begin Here!
By the end of this course you will be able to:
- Identify ways to successfully complete the onboarding courses
- Critically evaluate your organization’s needs for the CRM
- Explain where and how to access CRM support resources