Business & Process Automation
Stop Babysitting Your System With Business Automation
Revolution CRM provides the ability to automate business rules, processes, integrations, outputs, and report distribution and other features across the system.
What will you do with all of your extra time?
You Shouldn’t Have to Babysit and Manually Monitor System Processes
“What a waste of time. So many of our daily processes have to be started manually and watched for completion.”
We hear that a lot from prospective clients.
You shouldn’t have to babysit your CRM, so we provide the ability to automate processes and features across the system.
Business rules and required fields are enforced, classifications and memberships dates are automatically updated, reports and lists can be scheduled for distribution, standard and custom recurring data uploads run on your schedule, sustainers process right on time, integrations are automated and let you manage to exceptions, gift acknowledgements or data exports to other systems happen without a second thought.
What will you do with all of the extra time?
Business Rule & Process Automation
- Business rules and required fields can be enforced based on your rules.
- User-defined lists and reports can be scheduled for distribution.
- A library of defined uploads and your custom uploads can be run on your schedule.
- Sustainer payment processing runs right on time without manual intervention.
- Integrations are automated with a dashboard to show you success, which allows you to manage exceptions.
- Gift acknowledgements and other evergreen export processes are scheduled.
- Record updates to constituent coding, classifications, membership levels and renewal dates, and gift summaries happen based on your rules.
- Duplicate matching logic is used to identify and merge duplicates.
- NCOA & CASS updates, as well as other demographic data appends can be managed within the system by ROI Solutions.
- MiLO Machine Learning models can be directly delivered to your database to help you better target audiences and save time and mailing costs.
Automation Leads to Operational Efficiencies & Sustainer Growth at WHYY
WHYY embarked on a journey to modernize its entire technical infrastructure. The move to Revolution CRM allowed them to holistically rethink 10+-year-old business processes and their complete solution stack with an eye toward automation and efficiency.
They were able to automate 10-12 previously manual processes.What were the results? A staggering 20% sustainer growth.
With all of that extra time, they were able to reallocate staff time to focus on better serving members and developing more 1:1 relationships.
What could your organization accomplish with all of that extra time?
