Automation
Are you entering the same data in multiple locations or following repetitive processes manually? Workflow automation will benefit you. We build bespoke workflows that move data seamlessly between business-critical systems such as a website, CRM or accounting software. We can create a workflow to suit your current working practices or create new and improved workflows which enable you to better nurture existing supporters. Improving your workflows begins by defining a clear process, working out the exceptions, then setting up the integration. It’s simple, quick and progressive. Some common examples of the types of systems and data we move are below.
Donations
Contact info
Event attendees
Supporter emails
Benefits of Automation
Save time
Automation saves time by cutting out unnecessary data entry. By automatically moving data from one business system to another, you can save hours of duplication.
Peace of mind
We take responsibility for ensuring that your integrations continue to function successfully, taking into account product updates and policy changes. If necessary we liaise directly with third party suppliers on your behalf; leaving you free to focus on running your organisation.
Eliminate human error
Automation takes the exact information from 1 system to the other and will never add an extra '0' or miss a full stop providing accurate, hassle-free reporting.
Growth
All our automations are built with growth in mind. An administrator has limits to how many donations they can process in a day, but we can build something that can handle 100 tasks today and 10,000 tomorrow.
Forms
Do your forms require manual data entry once completed, or are you using PDF or word forms that don’t format correctly and are difficult to use? We can help.
We provide bespoke forms that move inputted data seamlessly over to a CRM, spreadsheet, email or marketing software; cutting out the need for manual or duplicate data entry. We also ensure GDPR compliant storage.
Our user-friendly forms can be embedded in your website with a wide range of styling options for a professional look that fits your branding. The smart forms we provide vastly improve the user experience. Our forms are intuitive and utilise autofill functions reducing the amount of time a supporter has to spend entering information.
Options for Managing Forms
Hosted
Our Hosted forms package provides built forms and website integration with unlimited edits. InnovateNP will take responsibility for data management to ensure that data collection and storage is GDPR compliant, then we'll make the data available for you to use as you need.
In House
Our In House forms package provides the form build with secure account set-up; giving you the power to manage all data going forward.
Tech Solutions
Growing organisations usually rely on extra technical support to ensure sustainability. We have a broad knowledge of what other Non-Profits have found useful and a sound understanding of the technology that’s available, so we can guide you through step by step. We’ll begin by assessing your needs and doing research to find the best technical solutions for you, whether it be CRM, data capture or data analysis.
Technical Hurdles We’ll Overcome
Overwhelmed by choice
We're here to guide you through the options so you can make the best choice for your organisation.
Email isn’t cutting it
We can improve connectivity between teams by implementing collaboration tools so that you can stay fully connected wherever you are.
Outgrowing your spreadsheet
Our wide CRM knowledge makes us an invaluable asset in finding the most beneficial technology for your team.
Agency reports to import files
We can convert any csv/excel data at the click of a button; say goodbye to hours of fiddling with columns and formulas.