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How Zaman International uses existing features and tools to extend Neon CRM

With Kim Magsig & Tim Sarrantonio

Resources

Transcript

Speakers

Kim Magsig headshot
Kim Magsig
Chief Knowledge Officer at Zaman International
Tim Sarrantonio headshot
Tim Sarrantonio
Director of Corporate Brand at Neon One

In this interview, Tim Sarrantonio (Neon One) learns from Kim Magsis (Zaman International) on how she has put into practice innovative approaches to utilizing free tools like Google Data Studio alongside Neon CRM to help take their fundraising and prospect management to the next level.

Kim outlines:

  • How she organizes her Neon CRM to help expand household and grouping fields to fit her organization’s approach to donor cultivation
  • The ways she leverages tools like Google Data Studio and Excel to bring her work to life visually
  • The amazing impact this has had on key performance indicators like donor retention and major donor cultivation