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ROI Solutions

Client Stories

ROI Solutions
Client Stories
We can now handle multiple pledge drives concurrently and use that brain power to focus on other data-driven opportunities. This is a huge plus for public media organizations; the results speak for themselves! For each pledge drive, the approach has cut 75% of the time needed to review the daily file for member data inconsistencies. The time spent reviewing call center calls has been reduced by over 90%.

Brandon Hemel

Senior Director, Data Strategy & Intelligence

WETA

ROI Solutions | WETA
We came to ROI Solutions in a sorry state because we couldn’t trust our data. Our processes were convoluted, and communication with our members was frequently confused and affected. We had few automated processes. For example, the lifeblood of many public media organizations is its sustaining membership. But recapturing declined transactions was highly manual.  With Revolution CRM and Engaging Networks, we’ve automated processing and communication around declined sustainer transactions. After putting these processes in place, we recaptured more than $80,000 in just the first few months. For us, that’s a staff position — a journalist in the community telling stories that matter.  It’s not just numbers in a spreadsheet.

Brendan Foley

Senior Director, Growth Strategy

Connecticut Public

ROI Solutions | Connecticut Public
After an extensive needs assessment and selection process that included significant feedback from public media stations and rigorous due diligence, we’re excited to invest in the future capacity of our public media community.

Michal Heiplik

President

CDP

ROI Solutions | CDP
We have a true partnership with ROI Solutions. During onboarding, our team at ROI dove into our program and asked the right questions to better understand our direct response strategy and goals. They get the big picture and understand the intricacies of our data to assist us in getting the right message to the right audience at the right time. We have been impressed with their responsiveness and willingness to pivot quickly with changes to our program. ROI is at the table when we implement new strategies and always look for ways to streamline our process.

Shira Mitchell

Vice President, Donor Development

Special Olympics International

ROI Solutions | Special Olympics
One of the reasons I love working at ROI Solutions is that we’re at an exciting stage in the company’s development, where we are refining our processes, tools, and technology to keep pace with the growth and needs of our client base. I like the challenge of streamlining and operationalizing how our teams work together to make our work as efficient and foolproof as possible. Meanwhile, ROI’s growth is measured to ensure we retain our strong connections and commitments to each other and our clients. Our primary focus is on supporting the vital work of our nonprofit clients, not growing our bottom line.

Marie Colbert

Technical Services Manager, Professional Services

ROI Solutions

ROI Solutions
“I don’t think we could have asked for a better partner than ROI Solutions. They told us their approach to working with an organization of our size, prepared us for what to expect, and then proceeded to meet or exceed all their promises.”

Cherry Gamble

Chief Development Officer

Southern Poverty Law Center

ROI Solutions | Southern Poverty Law Center
The longevity of our relationship with ROI Solutions is a testament to their understanding of our business. Unlike other vendors, we don’t have to repeatedly explain our business case and the logic behind our decisions. The ROI Solutions team is well-versed in our business and our use of their system, demonstrating their deep knowledge of our database and processes.

Geoff Garcia

AVP, Information Technology

March of Dimes

ROI Solutions | March of Dimes
I’m excited about data visualization because it allows me to create dynamic shboards that tell a story about a particular strategic initiative or campaign. This makes it easier for your leadership teams to digest the data and understand what you show them. And once they’re built, they will be automatically refreshed, so you don’t have to manage manual downloads.

Michelle Grames

Director of CRM Systems

American Lung Association

ROI Solutions | American Lung Association
PETA manages a robust digital advertising program and an extensive database of supporters. Before ROI Solutions’ Push to Social, our teams manually curated supporter lists and individually uploaded each data file into ad networks to create audiences. This time-consuming process limited the audience segments we could reach and the frequency of our uploads. Now that we’ve automated that process in Revolution CRM, we focus our time on creating compelling ads to share our message across responsive audience segments and discover new audiences to reach. This has increased engagement, revenue, and leads for our program.

Steve Kehrli

Senior Vice President of Development

PETA

ROI Solutions | PETA
Connecticut Public is very excited about our transition to Revolution CRM. We see tons of opportunities for improved member management, efficiencies in workflow, and a big improvement in UX with a more intuitive and easy-to-use interface than Salesforce. The project management and support from the ROI team is unparalleled, and we’re excited to be working with a knowledgeable and dedicated partner.

Lauren Komrosky

Chief Digital Officer

Connecticut Public

ROI Solutions | Connecticut Public
ROI Solutions offers unparalleled client service. Human Rights Campaign has worked with them since 2001, and they are a true partner. Sometimes, when we have a really sticky wicket, we feel like ROI Solutions is part of the Human Rights Campaign. There’s no “us” and “them.” It is rare to have a relationship like that with a database provider for 23 years and to be happy and trust that they have your best interests at heart. Most nonprofits don’t have that. Many marriages don’t have that!

Susan Paine

Vice President, Data Analytics & Strategy

Human Rights Campaign

ROI Solutions | Human Rights Campaign
We’ve had several changes with our direct marketing agencies over the last few years. Throughout those transitions, ROI Solutions has been the constant. We can always rely on them to provide exceptional service and data quality as our direct response strategy evolves. They helped us onboard our new agencies and understand our data and programs. We can always count on our team at ROI.

Lisa Wettstaedt

Former Sr. Director, Integrated Marketing

Muscular Dystrophy Association

ROI Solutions | Muscular Dystrophy Association
We are thrilled to have a partner in ROI Solutions – a company that actively supports our mission and whose technology helps us better serve our members and help us reach our immediate and long-term constituent engagement and revenue goals

DeLinda Mrowka

Chief Audience Officer

KQED

ROI Solutions | KQED
Our transition from our legacy system to ROI Solutions was relatively seamless. The ROI Solutions team prepared a solid conversion plan and worked closely with WEDU to ensure a smooth transition and migration to the new system. We have reevaluated outdated business processes and developed a philanthropic business model that will lead to increased revenue and expanded opportunities.

Claire O’Connor

Senior Vice President of Development

WEDU

ROI Solutions | WEDU
We searched for our next CRM after maintaining several systems to manage each affiliate organization. The consolidation and transition have transformed our ability to work with our data, and it has radically improved our reporting and the efficiency of our operations across the whole organization. The ROI team has also remained integral to ensuring the integration across our offline and online systems function smoothly.

Joanne Wilson

Vice President, Advancement Operations

Humane Society of the United States

ROI Solutions | The Humane Society
Before the transition to Revolution CRM, Special Olympics faced numerous challenges. Our sustainers were managed in one system, while planned giving was handled in another. Integration with our online fundraising system was a struggle, and reconciliation with our finance department was cumbersome. We also had lots of duplicate records. However, since the implementation of Revolution CRM, we have a reliable single system of record, significantly improving our supporter engagement and instilling confidence in our operations.

Monica Muten

Vice President, Direct Response Marketing

Special Olympics

ROI Solutions | Special Olympics
In any transition to a new system, there can be some trepidation about disruptions to the deadlines of a complex direct-response program. Despite a shortened timeline in the enterprise-wide implementation of Revolution CRM, the whole process was smooth and seamless, and we didn’t miss a single drop date. We are proud to report that we hit our direct marketing goals within the first year of our move to ROI Solutions. ROI is a great partner who understands our program, works tirelessly to support our work, and is genuinely fun to work with!

Geoff Garcia

AVP, Information Technology

March of Dimes

ROI Solutions | March of Dimes
ROI Solutions has consistently demonstrated its commitment to our cause throughout the course of our relationship. They provide financial support and actively participate in our events, including our National Dinner. Their team’s enthusiasm and dedication are unmatched. I remember one year, when Cyndi Lauper sang ‘Girls Just Want to Have Fun’ at our Dinner, Gina and I were dancing, screaming at the top of our lungs. It was a testament to the fun and supportive environment that ROI Solutions fosters. And no one knows how to have fun like Gina!

Susan Paine

Vice President, Analytics & Strategy

Human Rights Campaign

ROI Solutions | Human Rights Campaign
One of our biggest concerns is the amount of data that we have and the data flowing at us from all angles from different applications. ROI Solutions has been beneficial in identifying what matters and what doesn’t, cutting out the background noise, and focusing on what’s important within our data.

Steve Kehrli

Senior Vice President of Development

People for the Ethical Treatment of Animals (PETA)

ROI Solutions | PETA
I have been a part of several implementations, and converting to Revolution CRM was by far the best and most collaborative implementation project I have experienced. Throughout the process, the communication was clear, and we worked together to achieve our goals.

Michele Murphy

Vice President, Member Generosity & Audience Intelligence

KQED

ROI Solutions | KQED
We were looking to develop more 1:1 relationships with our members, but to do that, we needed to reallocate resources and find efficiencies. The ability to rethink our old processes at once generated those efficiencies. We had a vastly improved sustainer billing process, one of the most measurable out-of-the-box improvements, with over 57,000 sustainers. Now many people on our gift processing team can focus on our members rather than spending time keying data.

Frank Glavin

Chief Information Officer

WHYY

ROI Solutions | WHYY PBS NPR
Revolution CRM’s architecture makes connecting and integrating with different partners easy. It is critical because each partner is best of breed for us and serves our purposes best.

Jeff Regen

Vice President of Development

WETA

ROI Solutions | WETA
In a previous position, the organization I worked for went through a database conversion, which didn’t go as well as we had planned.  So, when I interviewed at Special Olympics, I was told one of the first things we’d be working on was a database conversion.  I was still feeling wounded from my previous experience but was ready to help tackle this project.   As we went through our selection process, I learned that many on our ROI Solutions team had prior experience with Special Olympics and historical knowledge that I didn’t have coming in; I knew we were in good hands.  It was a seamless process, and the ROI Solutions team restored my faith in how a database conversion can go.

Monica Muten

Vice President, Direct Response Marketing

Special Olympics

ROI Solutions | Special Olympics
ROI Solutions’ innovative AI technology, MiLo Intelligence, is efficient and seamless. At HRC, we have used various predictive models over the years. We have been very impressed with the results from MiLo in both our recent and very deep-lapsed audiences. We have found those elusive ‘needles in a haystack’ among our deepest lapsed donors that we would likely have never touched using our regular segmentation and modeling efforts.

Susan Paine

Director of Analytics & Strategy

Human Rights Campaign

ROI Solutions | Human Rights Campaign
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