Client Stories

Client Stories

See Our Testimonials

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

I have been in the High Touch experience daily since it became available. The system is clean and intuitive and streamlines the moves management process, which has helped us significantly clean up our major gift data and manage the end-to-end process better. You can see on one screen precisely what is happening in your portfolio. What is due and whether it’s a solicitation, an email, or a follow-up phone call. To be able to have that in one snapshot has been tremendous. The system helps us think, and I appreciate how the system will nudge you along. It also helps on the management side. It helps me to understand my team’s outreach to donors, their portfolio, and their workload. It helps me ensure our donors are appropriately stewarded. It has helped us organize a massive amount of information. We’re better able to target and segment our donors.

LaShanda Jackson

Former Vice President of Development

Common Cause

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

Once the dialogue begins, it doesn’t end. Anytime you need to understand something better, think through what the process might look like and what’s coming up next. ROI Solutions is always there for you.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

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

The real test of any system is the ability to get data out of the system to provide users across the organization with the right information to answer the specific use case. I love the ability to create my own reports and schedule them as I need them. I am also able to schedule reports for Finance on a monthly basis, as well as create weekly and daily reports that are distributed to my supervisor and teammates.

Dana Hickman

Director, Marketing Operations

Defenders of Wildlife

I am not in Revolution CRM every day, but I head there frequently for important financial reports. It’s easy and quick. With our previous CRM solution, many simple things were difficult. It was an arduous process, but with Revolution CRM, it’s easy to navigate and access what I need.

Curt Chadbourne

Director of Member Services

Maine Public

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 stands out from other vendors in their approach to partnership. Unlike some of our other partners who frequently push for more licenses or new technologies, ROI Solutions focuses on enhancing the efficiency of our existing setup to help us achieve our mission. This approach aligns with our goals and fosters a true partnership. Our mission is ROI’s mission. We share mutual respect, which sets our experience with ROI Solutions apart.

Geoff Garcia

AVP, Information Technology

March of Dimes

Before implementing Revolution CRM, we were working out of multiple systems. Each department had its own system; yes, they were supposed to talk to each other but didn’t. An integrated ecosystem allowed us to reset, rethink how we do business, and unite as an organization. ROI Solutions is not in the business of selling you a database. What it is in the business of is partnering with you to provide you the CRM and all of the support they can provide for you to think through how you use this tool at your organization to do your work more efficiently, effectively, and more successfully.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

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

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

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

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

I’ve seen the product evolve over the years to allow for managing not just one type of program, mission, or nonprofit but all different types of organizations. All different kinds of clients can use the same software but implement it in a specific way to support their business processes.

Brandon Hemel

Senior Director, Data Strategy and Management

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

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

PETA’s sustainer program represents over $9 million annually for the organization. Even a 1% positive change in sustainer retention represents tens of thousands of dollars in revenue. So, we are working with MiLo to identify those at-risk audiences and create intervention strategies to prevent churn.

Hollie Kuntzmann

Director of Fundraising Operations

People for the Ethical Treatment of Animals (PETA)

Who is ROI Solutions? A true partner. They have made our success their business. Whether a complex direct mail appeal or needs to organize volunteer information better, the ROI team will provide innovative ideas and deliver solid solutions. We have an outstanding service provider in ROI.

Michelle Grames

Director of CRM Systems

American Lung Association

Asking donors at the right time to become part of a recurring giving program is vital to our success, but response rates are tiny in the mail. We need the insights a machine learning model can give us to optimize the resources we have to invest in these efforts. The plan is to take the typical huge invite audience and look to mail the top 50% which should get us 90% of the responders, per the model back testing.

Emily Courville

Senior Director, Analytics

Humane Society of the United States

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

We had two teams, two CRMs, countless different procedures, and a challenging road ahead. Our ROI implementation team made us feel comfortable and confident from day one. They thoughtfully guided us through the entire process offering guidance through suggested best practices and allowing us to forge our own path. They were thorough and kept us on track, and we could launch even a few days ahead of our projected timeline!

Brynn Carris

Director of Membership and Development Operations

Vermont Public

I like that the ROI Solutions team is willing to dive into, think through, and help solve a problem. It’s not really just the product. It’s the team.

Greg Herr

Membership Services

The Public Interest Network

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

Connecticut Public

Social Justice & Civil Rights

Human Rights Campaign

Vermont Public

KQED

WETA

CDP

WHYY

Animal Rights & Welfare

PETA Foundation

A Conversation with Tony Martin, WETA

Environmental Protection

ROI Solutions Welcomes National Trust for Historic Preservation

Animal Rights & Welfare

Our Clients Are Our Partners

Conversation with Maine Public

Social Justice & Civil Rights

An Interview With LaShanda Jackson, Common Cause

Animal Rights & Welfare

Lauren Partner, The Humane Society of The United States

Environmental Protection

Greg Herr, Membership Services, The Public Interest Network

Social Justice & Civil Rights

Rose Matías, Amnesty International USA

Loading