Partner Program

If you are considering building an integration between your product and NeonCRM, please consider joining our partner program. Neon One is designed to serve the NeonCRM user community by:

  1. Providing the best possible customer experience when using products that integrate with NeonCRM.
  2. Ensuring integrations are built using the most optimized and secure methods.
  3. Providing benefits to partners to encourage adoption of the NeonCRM platform, increasing the usefulness of the product.

Partner Benefits

NeonCRM is a well-established CRM solution in the nonprofit sector. As such, we are able to offer many benefits to our partners.

Co-marketing

At launch, we provide:

  • Blog Post: We publish a blog post announcing the integration.
  • Social Media: We provide promotion of the integration to our audience of 10,000+ likes/followers.
  • Newsletter: We promote the integration in our monthly email newsletter, sent to our audience of 23,000+.

Sales Training

We provide you with all the resources necessary to discuss NeonCRM with your customers:

  • Marketing collateral and branding assets
  • Prepared talking points about the NeonCRM product
  • Dedicated sales contact at NeonCRM

In turn, we dedicate resources and professional development time to learn your integration and assist in educating our clients on the benefits of choosing your software.

Partner Page

We provide your product with a listing on our Partners page in the Neon One Certified Partners Directory. On this page, we display a logo, a 500-word product description, screenshots of your integration, and links to your landing page or intake form and product documentation.

In-Product Promotion

We provide your product with a listing in our directory of third-party applications within the NeonCRM interface. On this page, we display a logo and links to your website, intake form, and product documentation.

Developer Support

We provide developers with:

  • Sandbox for development and testing
  • Support forum monitored by developer support agents
  • Initial consultation for integration planning and best practices

Additional Opportunities

Once a partner’s integration has launched additional opportunities may be available, which include:

  • Co-hosted webinars
  • Press releases
  • Referral agreements
  • Revenue sharing
  • Inclusion in NeonCRM’s marketing collateral

Partner Requirements

To become an official partner, we do set some requirements that must be satisfied prior to launch. Our official certification program ensures that our mutual clients are receiving the highest quality experience possible when syncing data.

Contact Information

We need contact information for both a primary business contact and a developer contact. The business contact should be responsible for answering questions related to sales for the partnership agreements. The developer contact should be responsible for resolving technical issues that arise from the integration.

NeonCRM Demonstration

In order to build the best possible integrations, we feel it is important for partners to have a thorough understanding of NeonCRM and its capabilities. To this end, we require both the business contact and the developer contact to attend a product demonstration. Contact us to set this up with our Director of Business Development.

Integration Details

We need specific information about how the integration works. All potential partners will be asked to complete an integration survey before being provided a sandbox. While short, it is a critical document to ensure that we understand:

  • Objectives: Provide a summary (~500 words) that describes the business problem your product’s integration seeks to solve.
  • API Usage: We will need a comprehensive description of which API operations are being performing in relation to NeonCRM.

All integrations creating data in NeonCRM will be assigned an originDetail that must be appended to new Account Records. Documentation example for Create Individual Accounts can be found here.

Documentation

Any potential partner must provide NeonCRM with the required documentation before their integration can be sent to the Quality Assurance team for testing and approval. This documentation must be a URL hosted by the partner. Word or PDF draft documents are not acceptable. Video tutorials must be supplemented with written documentation.

The provided documentation will be available in the Partner Directory listing page available in NeonCRM.

Connecting & Using the product with NeonCRM

Documentation describing how the integration works and what data is shared

  • Setting up the NeonCRM integration
  • Using the NeonCRM integration

The above documentation should include the below information

  • Whether or not the integration creates, retrieves, or updates NeonCRM data
    • A list of the specific data types (e.g., individual accounts, donations, etc.) created in NeonCRM via the integration
    • A list of the specific data types (e.g., individual accounts, donations, etc.) retrieved from NeonCRM via the integration
    • A list of the specific fields (first name, last name, email 1, etc.) that the product sends to NeonCRM via the integration
    • A list of the specific fields (first name, last name, email 1, etc.) that the product retrieves from NeonCRM via the integration
  • How the integration prevents duplicate accounts from being created in NeonCRM, including the specific duplicate match criteria/logic used
  • Whether or not any data synchronization occurs and, if yes:
    • what is the refresh interval?
    • what specific data fields are updated in NeonCRM?
  • Any NeonCRM settings that need to be configured a certain way in order to support the integration
  • Links to any relevant NeonCRM knowledge base materials
  • A link to the NeonCRM developer center guide on finding your Neon API Key and Organization ID

Support contact & help resources

  • Documentation has been made publicly available on their website
  • Troubleshooting the integration –  how to contact support

Check out this documentation example from Neon Certified Partner – GivBee

Sandbox

All integration partners must provide us with a sandbox for the purpose of evaluating an integration. Please provide us with:

  • URL to the sandbox or a functional copy of the installed software
  • Any related hardware (if necessary) to use the integration
  • Login and password credentials

Get Started

Please contact partners {at} neoncrm.com to learn more.