Training and Adoption
Training that Feeds Your Mind and Moves Your Heart
We all know that the best user of any technology is an educated user. The more you train, the better and stronger you get. At ROI Solutions, we take training seriously from implementation throughout the client relationship. But we always have fun doing it and provide multiple training options tailored to your learning style!
Training is a Constant
ROI Solutions’ training philosophy is unique. We believe the best user is the one who asks the question, and we are always there to provide an answer.
Whether you have a new staff member, your team needs a refresher course on specific functionality, or you are a lifelong learner, we have multiple training options available.
We believe it’s in our best interest for our clients to be as knowledgeable about and comfortable with our application as possible. Therefore we offer multiple training options for our clients: as a group, one-on-one, online, or in person. We are here to help you get the most out of our technology.
- Personalized training for each client, online or in-person.
- Training geared to specific user groups and use cases.
- Super User training to provide Admins with comprehensive knowledge of our applications.
- Live online instructor-led Training through ROI University.
- Recorded self-paced training available directly in our applications.
- Updated comprehensive, context-sensitive online user manual embedded in our applications.
- Just ask! ROI Solutions Client Service team is also always there to answer your questions.
- Monthly release notes and ongoing product-specific webinars to teach tips and tricks to optimize your use of our technology.
Am I Finished with My Training Yet?
Our applications are constantly being developed to meet the evolving needs of our nonprofit clients. It is incumbent on any technology provider to always train its end users to get the most benefit from any application. At ROI Solutions, we provide multiple training options during implementation and throughout the client relationship. Through live ROI University group classes, self-paced recorded training sessions, our clients can continue to learn and improve their use of our applications.
Implementation Success Rate
Revolution CRM
Training and Adoption
- Revolution CRM is fully documented, providing context-sensitive help throughout the application.
- Live group training through regularly scheduled ROI University sessions.
- Self-paced recorded trainings are always available and are resident in Revolution CRM.
- Ongoing webinars on new functionality to get the most out of Revolution CRM.
- Each client’s unique business rules and automation scripts are fully documented and reside in the application, so you know what processes are running and how they function.
- We don’t believe in helpdesk tickets. We believe in one-on-one conversations to help you get the answers you need when you need them. So, if you have a question, just call your dedicated Client Services team.
Unite Analytics
Training and Adoption
- We provide hands-on, personalized training within your unique instance of Unite Analytics to help you ingest data, connect your datasets, resolve the identities of your constituents, and analyze the trends in your data.
- Context-sensitive help documentation throughout the application.
- Live and Self-paced recorded trainings are always available and are resident in the application.
- Unite Analytics users meet regularly to share best practices, discuss analytic solutions, and collaborate to drive our development path.
Ignite Marketing
Training and Adoption
- ROI Solutions trains your organization on using the toolset available in Ignite Marketing.
- Ongoing collaborative user group meetings to share best practices and inform the future development of Ignite Marketing. Context-sensitive help documentation throughout the application.
- Context-sensitive help documentation throughout the application.
- Live and Self-paced recorded trainings are always available and are resident in the application.
- Our Ignite Marketing works collaboratively with our clients to help activate marketing campaigns that will achieve results.
Milo Intelligence
Training and Adoption
- The best news about MiLo is that you don’t have to train to drive results from our machine-learning models.
- The MiLo team does all the work for you, from data curation to training MiLo on your unique data, to refining the models to derive the best possible outcome.
Ever Assemble Furniture without the Manual?
Sure, we have as well, but if and when the chair collapses, who do you blame? While we love self-learners at ROI Solutions and provide manuals and context-sensitive help documents throughout our applications, we also know that is not how everyone learns. Live and self-paced recorded training is always available to all of our clients. And if you ever get stuck, just give your dedicated Client Services team a call, and we would be happy to help you find the right solution.
