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ROI Solutions

Living Our Values Loudly and Proudly

ROI Solutions | Living Our Values Loudly and Proudly

Clients. People. Efficiency.  Innovation.

These are our company’s core values.  Everything we plan, execute, and use to measure our success revolves around them.  Going into 2023, we had some very audacious goals, but even when you plan meticulously, you can still surprise yourself with your results!  We welcomed a record number of new organizations to Revolution CRM while expanding our ability to maintain the exceptional client experience for which we are known. Our people are our competitive advantage.

  • Converted 42 new organizations to Revolution CRM from Salesforce.
  • Implemented Freshdesk to expedite and track client requests and questions.
  • Completed a user interface refresh for Revolution CRM.
  • Implemented new Revolution CRM authentication methods, enhancing SSO and MFA.
  • Grew the early adopter program and functionality for Unite Analytics.
  • Connected clients through new subject-based cohorts.
  • Expanded our REST APIs and data movement toolsets.
  • Added new mission-critical integrations for our clients.
  • Hired and onboarded 18 new ROI Solutions staff.
  • Strengthened employee training initiatives.
  • Launched our new website, branding, and iconography.
  • We are an inaugural member and sponsor of
  • Contributed to a record number of nonprofit organizations through our Pledge 1% program

These accomplishments, and many others, were directly tied to our company’s core values, with a special emphasis on enhancing the experience we provide our world-changing nonprofit clients. We are privileged to support them.  Our clients bring us purpose, focus, and inspiration.

From all of us at ROI Solutions, we wish you a joyous and healthy holiday season! We can’t wait for 2024!

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