Change the World with Your Data

ROI Solutions

Data Management Services

ROI Solutions
Data Management Services
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

ROI Solutions | National Parks Conservation Association
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

ROI Solutions | Defenders of Wildlife
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

ROI Solutions | the public interest network
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 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
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
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
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
ROI Solutions invests time, talent, and effort into its systems. Everyone at ROI Solutions is focused on improving Revolution CRM and your use of it.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

ROI Solutions | National Parks Conservation Association
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
I make no secret of the fact that ROI Solutions is the first technology partner I’ve worked with that I actually love. I’m a master of bad analogies, but our migration from Salesforce to Revolution CRM was like a bungee cord jump. The ROI Solutions team was the cord. If you’re going to jump off a bridge, you want to have complete trust that the cord will hold. It dawned on me late in the project, after going live, that there wasn’t a single point where I doubted the safety of the cord. This brought a profound sense of relief and peace of mind.

Brendan Foley

Senior Director, Growth Strategy

Connecticut Public

ROI Solutions | Connecticut Public
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
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

ROI Solutions | Common Cause
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
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

ROI Solutions | Vermont Public
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
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

ROI Solutions | WETA
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

ROI Solutions | WETA
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
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

ROI Solutions | National Parks Conservation 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
“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
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 | The Humane Society
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