Helping you transform relationships with donors, service users, partners and volunteers

Not for profits are operating in an increasingly challenging space. In the 21st century, nonprofits must adopt and embrace digital transformation to stay relevant and further their cause.

Digital technology is transforming the sector and how organisations are managing their relationships with volunteers, donors and members. Digital transformation is an opportunity for nonprofits to reinvent how they can best deliver their vision and mission.

Our services

When you choose Incremental, you get a Microsoft Dynamics 365 partner and not for profit specialist who truly understands the pressures you have and the importance of project success.

Incremental offers a range of Microsoft Dynamics 365 and Office 365 applications, as well as data services, providing implementations and support for nonprofit organisations. Our expertise thrives in the field of building and implementing CRM, user portals and case management solutions.

Our experience working with the sector has made Incremental an expert in ensuring your project stays within budget and that your internal skills and resources are up to speed. We can help you navigate Microsoft requirements and access the discounts and incentives available to nonprofits in the UK.

Business development – Dynamics 365 Sales

Dynamics 365 Sales is Microsoft’s CRM solution for sales teams. It is suitable for not for profit business development and fundraising teams. Sales is a flexible, cloud based solution that provides an abundance of functionality straight out-of-the-box and can be easily tailored to suit any charity. It provides capability that supports stakeholder and project tracking, workflows, reporting, opportunity management, pipeline management and more.

  • Boost productivity – Seamlessly connect process data with Office 365 and LinkedIn data to save time at every step of the fundraising process.
  • Tailored – The system can be easily shaped to a charity’s processes and extended/connected to other apps and services already used within the organisation. The system allows you to decide your target audiences and build donor personas. Dashboards can be easily personalised for different users to show them everything they need to know about individuals or certain groups at just a glance.
  • Fundraise smarter with artificial intelligence (AI) – The system can provide recommendations and guidance at every stage of your process with built-in intelligence, helping to maximise donations.

Engagement - Dynamics 365 Customer Service

Not for profits can utilise Dynamics 365 Customer Service to manage cases and their members, volunteers and/or service users.

Customer Service is Microsoft’s CRM solution that typically manages the service area of an organisation. It is perfect for nonprofits who need to manage a call-centre or handle queries, operational actions, complaints and case management. The solution comes with personalised workflows for any action or process that your people need to follow. This can all be monitored and improved with easy reporting to show how people are performing against targets and areas that require improvement.

  • Engage members, volunteers and/or service users on any channel or device
  • Deliver a fast, personalised service
  • Learn from every interaction
  • Reduce cost to service with data intelligence
  • Innovate with a modern and adaptable platform

Marketing – Dynamics 365 Marketing

Dynamics 365 Marketing is Microsoft’s marketing tool. Marketing allows charities to manage all aspects of their marketing, promotion, events and fundraising activities all in one system with an easy handover to other departments. The solution enables easy personalisation of communications, adapted per each of your audiences.

Dynamics 365 Marketing is enabling nonprofits to:

  • Create and nurture donors and volunteers – Generate more donors across multiple channels and nurture big donors with personalised experiences.
  • Align business development and marketing – Enables companies to prioritise donors, automate handover and track progress with shared information and connected processes.
  • Make smarter decisions – Improve marketing ROI with embedded intelligence and analytics that track marketing performance. This can be used to help justify and build the business case for future investment in these fields.
  • Innovate with a modern and adaptable platform – Marketing empowers organisations to drive innovation with an application that’s easy to tailor, extend and connect to other apps and services that are already in use.

Dynamics 365 Nonprofit Accelerator

Dynamics 365 Nonprofit Accelerator is a solution designed to drive deeper programmatic engagement and help nonprofits achieve greater impact. The solution enables nonprofits to rapidly develop fundraising, grant/award and programme/results management solutions.

Using the Accelerator, not for profits can connect their organisation-wide operations and tie funds from donations and awards directly to programme activities. Users can also track the outcomes and impact of these programmes through a link between the delivery framework, indicator value and constituent modules.

The solution enables easy volunteer management from tracking preferences, skills, certifications, availability and scheduling. Nonprofits can use the Accelerator to create membership programs that use a single contact record across multiple roles.

Data Maturity Assessment

It is becoming business critical for organisations to operate on and have strong data foundations and practices. This facilitates digital thinking and adoption of emerging technologies.

Data maturity is how well your organisation maximises the value of its data. The stronger your organisation’s data maturity, the easier it is to utilise this data, optimise systems and processes driving digital transformation throughout your organisation.

Data maturity benefits:

  • Efficiency improvement– automation of data collection reduces manual labour and frees up time for meaningful work.
  • Reduction of human error– when manually entering or analysing data.
  • Informed decisions– reliable, accurate and accessible data drives better and more informed business decisions.
  • Realisation of new opportunities– strong data practices and processes enable you to push the boundaries of what data can do in your role, organisation and the wider industry.

Incremental’s Data Maturity Assessment is a structured analytical approach to objectively measure your organisation’s data maturity and provide you with your Data Maturity Index (DMI) score and a detailed report into the health of your data and data practices. Your DMI score will provide you with a 360-degree insight into the health of your data, your readiness to utilise this data and ability to drive digital transformation throughout your organisation.

Power BI

Microsoft Power BI is a suite of business analytics tools used to analyse data and share insights.

Power BI can pull from multiple disparate systems enabling you to view all your data in one place. Power BI empowers you to act on complex data, allowing you to make better informed decisions at the right time. Set up automatic triggers and alerts to ensure action is taken, by the correct people, at the right time. Or completely automate many time-consuming tasks to free up time for value-add analysis.

Incremental is an expert in how to best visualise your data, providing best practice information design for organisations. We specialise in the implementation, support and training of Power BI. We offer flexible packages that can be tailored to an organisation’s reporting and analytical needs.

Why Incremental Group?

When you choose Incremental Group, you get the advantage of our knowledge of the Microsoft stack and over 20 years’ experience working with the not for profit sector. We take the time to understand your organisation, your goals and your concerns. That way, we can translate your requirements into the best possible solution.

As an organisation specialising in the delivery of relationship management solutions, we understand and appreciate the importance of your donors, service users, partners and volunteers – and your desire to look after them well. Take a look at some of our customers below.

Transforming relationships for nonprofits – discover how in our 2 hour complimentary briefing and demo

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What our customers say

“Incremental have excellent technical know-how and we had really good collaborative working between us all. I’ve certainly been pleased with the results and proud to be part of this project. It shows how we can work in partnership with another organisation and get it right.”

Gordon Pearson, Project Manager, Mencap

Read the case study here »

“Providing a solution that records the care and demonstrates the impact on the well-being of our vulnerable young people has been a powerful use of our data. We can illustrate to our funders how their money is being spent and the impact their money is having on our services and service users lives.”

Ros Dowey, Director of IT & Digital, Aberlour

Read the case study here »

“We now have a truly modern and up to date portal that’s completely aligned to our values and objectives. It’s one of our key assets that allow us to fully support our members and volunteers proactively and grow the organisation.”

Gary Hocking, Commercial, Property & IT Director, Girlguiding

Read the case study here »

“We found Incremental extremely professional and were impressed they delivered on time and within budget. Being a charity, every penny counts so this was very important to us.”

Stuart McSkimming, Head of IT, Shelter

Read the case study here »

Not for profit - resources

nonprofit guide cover - customer engagement

Measuring and demonstrating impact - a guide for nonprofits

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D365 for marketing product guide cover

Microsoft Dynamics 365 for Marketing product guide

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Not for profits fit for the 21st century

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Find out how we support Dynamics

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