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ROI Solutions

Spotlight

ROI Solutions
Spotlight
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 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 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
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
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
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
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
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

ROI Solutions | WHYY
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
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

ROI Solutions | 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

ROI Solutions | Common Cause
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
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

ROI Solutions | Human Rights Campaign
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
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
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
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

ROI Solutions | 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

ROI Solutions | American Lung Association
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
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 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
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)

ROI Solutions | PETA
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
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
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