Client Stories

Client Stories

See Our Testimonials

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)

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

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 We have reevaluated outdated business processes and developed a philanthropic business model that will lead to increased revenue and expanded opportunities.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

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

“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

One of the main reasons we are happy with our partner relationship with ROI Solutions is that they’re very responsive in listening to our suggestions. I have a highly innovative team, and having a partner that meets them with that innovation is critical for us, our organization’s success, and, ultimately, our mission.

Steve Kehrli

Vice President of Development

People for the Ethical Treatment of Animals

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

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

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

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

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)

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

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

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 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

Clean with purpose, order, and strategic timing! Don’t be afraid to utilize a combination of strategies to custom-fit your hygiene initiative. At WETA, one of our tactics was to utilize the ROI Possible Duplicates module in proximity to a deployed NCOA update. Theoretically, one would assume duplicates with the same address will appear in higher volume after your CRM has been updated via NCOA. Post NCOA is a great time to dive into your possible duplicates, as this practice will make your routine QC maintenance that much easier since your strongest effort will be concentrated to a time period when you know more possible dupes will surface.

Tony Martin

Senior Manager

Development Operations

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

I am very happy to see how much training is provided in the relationship. The training gives a good overview of how the system was designed, what it was designed to do, and how you should use it.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

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

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

“It’s ROI Solutions’ industry knowledge, care in our partnership, and appreciation of our mission that makes such a difference. You’re not just a checked box on someone’s schedule to show if something’s red or green that week. In a sea of vendors, it’s hard to know who you can really trust. ROI Solutions has never failed us, and they’ve been consistent in terms of performance and support for our staff.”

Lauren Komrosky

Chief Digital Officer

Connecticut Public

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

Connecticut Public

Vermont Public

KQED

WETA

CDP

WHYY

A Conversation with Tony Martin, WETA

Animal Rights & Welfare

Our Clients Are Our Partners

Conversation with Maine Public

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