Change the World with Your Data

ROI Solutions

Implementation

ROI Solutions
Implementation
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
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
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

ROI Solutions | PETA
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
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
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
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 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 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 | Maine Public
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
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
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
Working at Defenders of Wildlife has been my first experience with Revolution CRM. I’ve used many systems in the past, and I’ve been amazed at how easy it has been to acclimate to their user interface, figure out where everything is, and quickly view the data we have stored in the solution.

Dana Hickman

Director, Marketing Operations

Defenders of Wildlife

ROI Solutions | Defenders of Wildlife
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
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
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
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

ROI Solutions | American Lung Association
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
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

ROI Solutions | March of Dimes
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
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
“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 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
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
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