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Revolution CRM
A customizable CRM for nonprofits that is scalable, flexible, and secure.
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Unite, enrich, and analyze your data sources in one integrated solution.
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Design, optimize, and automate your constituent journey across all channels.
MiLo Intelligence
Machine learning models built and nurtured by data and fundraising experts.
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On-time and on-budget implementation services that convert, clean, and tune your data and business rules.
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Integrate multiple applications and data sets into an accessible dashboard of insights and actions.
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A team of nonprofit technologists committed 24x7 to your organization's mission and success.
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ROI Solutions training is available when needed, comprehensive, personalized, and always included.
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Mine your campaign efforts with analysis, insights, and reports to pull the data you seek, test, target, and adapt.
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ROI Solutions helps you drive the member experience in your broadcast area.
Animal Rights & Welfare
ROI Solutions helps organizations preserve and protect the sanctity of animal lives.
Health & Human Services
ROI Solutions puts the human at the center of your constituent experience.
International Relief
ROI Solutions helps organizations quickly mobilize when environmental or humanitarian emergencies occur.
Social Justice & Civil Rights
ROI Solutions helps you seize the moment when events demand quick mobilization.
Environmental Protection
ROI Solutions organizes your technical ecosystem, so you can focus on the natural ecosystem.
Why ROI Solutions
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Revolution CRM
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Tune Your Targeting
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Harness the platform and point solution circus, align technology with your organization's goals.
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Constituent relationships are built upon trust, and we take data security and confidentiality as seriously as you do.
Finance & Operations
See how ROI Solutions builds bridges between finance and operations, simplifying reconciliation each month.
Direct Marketing
ROI Solutions platform helps marketers scale their engagement ambitions by unifying their data.
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We empower fundraisers to transform relationships by shortening the fundraising cycle through teamwork and strategy.
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Manage the only constant in data analytics, change. ROI Solutions helps you ask the questions you never thought to ask.
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See Our Testimonials
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
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 gets to know its clients very intimately. They understand the organization’s dynamics, changing times, and technology and remain one step ahead. I think that’s what separates them from their competitors in the space.
Dane Grams
Membership Director
Human Rights Campaign
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
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
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
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 Client Services Account Team that supports Defenders of Wildlife is absolutely incredible! They are there to answer questions or help us figure out any issues we are facing. Their knowledge of our system use and ability to ask the “right questions” back to get us the answers we need saves us time and resources from searching for answers.
Dana Hickman
Director, Marketing Operations
Defenders of Wildlife
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
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
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
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
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 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 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
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
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
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
“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
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
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
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
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A Q&A with Data Visionary Michelle Grames, American Lung Association
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Products
Why ROI Solutions
Revolution CRM
Unite Analytics
Ignite Marketing
MiLo Intelligence
Why ROI Solutions
Revolution CRM
Unite Analytics
Ignite Marketing
MiLo Intelligence
Client Experience
Implementation
Integration
Client Services & Support
Training and Adoption
Data Management Services
Implementation
Integration
Client Services & Support
Training and Adoption
Data Management Services
Mission Focus
Public Media
Animal Rights & Welfare
Health & Human Services
International Relief
Social Justice & Civil Rights
Environmental Protection
Public Media
Animal Rights & Welfare
Health & Human Services
International Relief
Social Justice & Civil Rights
Environmental Protection
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Security & Compliance
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Fundraising & Development
Data Analytics
Information Technology
Security & Compliance
Finance & Operations
Direct Marketing
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Data Analytics
Resources
Trending
See Our Resources
Blog
Client Stories
About ROI Solutions
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Careers
Trending
See Our Resources
Blog
Client Stories
About ROI Solutions
Social
Careers
Why ROI Solutions
Products
Revolution CRM
Constituent Management
High Touch Prospect Management
Constituent Care
Financial Management
Reporting & Information Management
Campaign Management
Business & Process Automation
Data Integrity & Hygiene
Technology & Security
Unite Analytics
Data Management & Storage
Identity Resolution
Analysis & Insights
Ignite Marketing
MiLo Intelligence
Custom Machine Learning Models
Tune Your Targeting
The Team Behind the Machine
Client Experience
Implementation
Integration
Client Services & Support
Training and Adoption
Data Management Services
Mission Focus
Public Media
Animal Rights & Welfare
Health & Human Services
International Relief
Social Justice & Civil Rights
Environmental Protection
Role Enablement
Information Technology
Security & Compliance
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Resources
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See Our Resources
Blog
Client Stories
About ROI Solutions
Social
ROI on Social
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