Are You Stuck in Multiple Silos?
Does your data live in silos today? Every organization has a unique ecosystem of tools and applications to manage their mission programs and their marketing efforts. We all aspire to have one-on-one informed conversations with our constituents. In order to do so, you need to bring that data together, so you can have a holistic view of your constituents and continue to learn about their interests, channel preferences, and their behaviors. At ROI Solutions we are here to help you integrate your solution stack and capitalize on the 360° view of your constituents.
Your Organization is Unique, Just Like Your Technology Ecosystem.
Your organization’s mission is unique, as are your data and technology needs. The one constant that nonprofits face is trying to pull together a comprehensive view of the constituent. ROI Solutions embraces a best-of-breed philosophy, allowing you to integrate almost any point solution into your ecosystem.
We take a thoughtful and consultative approach to help clients evaluate third-party systems. We always start with the business use case of what data might be valuable to push to or pull from the third-party application, how that data might help drive the constituent experience, and how often that an application will be used are considered in recommending the best and most cost-efficient way to create a data sync.
We provide the tools and guided experience to help organizations achieve a cohesive ecosystem that works for you.
- Fully documented open APIs for use by all clients.
- Customizable matching and import logic allow for processing automation.
- Intelligent integration programming to fuel your marketing campaigns.
- Automate the processing of inbound requests from third-parties.
- Pre-built integrations that can be configured and customized to your unique business needs.
- 100+ user-friendly and turnkey upload tools for scheduled and ad-hoc imports.
Streamlining Operations Through Integration & Automation: Rethinking Pledge Processing
Faced with a large amount of manual work in processing on-air pledge gifts and calling campaign dispositions, WETA turned to ROI Solutions and their inbound call center, ACD Direct, to help think through an API-driven integration that would help automate the process. The end result of this collaboration saved the organization hundreds of manual work hours per on-air pledge campaign and improved the consistency and accuracy of recording inbound calls.
“When we see a repetitive or manual process, we work with our clients to articulate business rules that govern the process and then automate a solution that helps save time and money.”
Libby Chandler
Account Director
ROI Solutions
Revolution CRM
Integration
- ROI Solutions builds on its extensive experience integrating Revolution CRM with a host of applications from digital engagement tools, payment processors, general ledgers, fulfillment vendors, and more to streamline your constituent management.
- We start with the business use case to ensure we understand your unique data needs to push the right data to those platforms and bring the right data back into Revolution CRM.
- ROI Solutions works with you to automate matching logic and exception tolerances for all inbound data to minimize manual review. Custom automation can further transform inbound data to inform data priorities and constituent preferences.
- Integrations in Revolution CRM is fully documented, so you know what happens (in plain English) in each integration we build for your organization.
Unite Analytics
Integration
- ROI Solutions will consult with your organization to identify the data sources that are important to you and that will fuel your analytics decision-making in your custom data lake.
- We have several turnkey integrations to ingest data from common sources (including Revolution CRM.
- Ingestion tools allow your organization to nimbly bring in new data sets, perform identity resolution on the fly, and then schedule and automate that input into the Unite Analytics solution.
- Using class-leading business intelligence tools, you can visualize your results into actionable insights to quickly understand and communicate with stakeholders.
- Our implementation will enable you to repeat the analysis process as needed, refining your approach as you gain more experience and information to make data-driven decisions and drive value for your organization.
Ignite Marketing
Integration
- Omnichannel constituent journeys are critical to the success of your organization, and one-on-one conversations do not have to be solely aspirational.
- Ignite Marketing allows you to take advantage of customizable scheduled delivery methods to connect your automated constituent journeys to the marketing vendors that will execute your campaigns.
- Custom inbound data feeds from marketing vendor partners can further inform your analysis to better understand both single-channel performance and holistic multi-channel attribution.
- Don’t limit your automation to digital channels only. Let our integrations across all media empower your vision to become an omnichannel marketing organization.
Milo Intelligence
Integration
- MiLo Machine Learning models are custom-built using your organization’s unique data.
- Once built and refined, ROI Solutions creates custom data pulls from your CRM into our platform, reducing the manual time it takes to ingest the data.
- MiLo wants to work on your schedule because refreshed and timely model score delivery will improve your outcomes. We can automate score output to ensure your marketing teams have the most recent model scores when needed.
Integration
Is the 360° View Just an Aspiration or a Dream?
Your constituents interact with your organization in a multitude of different ways and through disparate platforms. ROI Solutions can help you achieve the 360° view to consolidate the view of those interactions and maximize your constituent marketing and fundraising.
