Fundraising & Development
ROI Solutions Empowers Fundraisers to Transform Relationships with Purpose
Shorten the Fundraising Cycle
Revolution CRM helps you identify, research, and define strategic steps to accurately cultivate, solicit, and steward donors and constituents in a team environment.
Are You Managing Your Fundraising Programs in Spreadsheets?
- Have you abandoned your CRM in favor of spreadsheets due to lack of adoption or ease-of-use?
- Do you require staff to double-enter moves and contacts in multiple places?
- Is it hard to coordinate a unified approach to prospect portfolio management across teams?
- Do you inadvertently contact prospects with multiple asks because it is difficult to identify joint opportunities across multiple data sources?
- Are you stuck performing prospect research in a separate tool from your CRM?
- Is it difficult to forecast revenue because proposals are tracked in multiple places?
- How do you coordinate prospect identification and assignment?
- How do you quickly manage portfolio reassignments if a fundraiser leaves the organization?
Does Inefficiency Limit the Time Fundraisers Spend on Relationship Management?
- Like you, your team is eager to spend more time engaging with your supporters, but a fragmented product suite adds unnecessary manual processes, point solutions, and disjointed experiences that rob fundraisers of focus and time.
- When the manual management of prospect identification, assignment, and management increases over time, the organization will feel the impact when it misses relationship-building opportunities and revenue goals.
- The inability to coordinate cross-team prospect strategies wastes your time and focus and erodes donor trust through embarrassing and conflicting outreach from your organization.
- When you track important donor information in disconnected systems, it can be impossible to select and prioritize appropriate outreach from your organization.
Designed for Fundraisers by Fundraisers
- ROI Solutions innovates powerful features that major, mid-level, planned, corporate, foundation, and grant management teams use.
- Discover prospects through prospect search capabilities.
- Easily assign prospects to a gift officer's portfolio.
- Establish goals, projections, and confidence ratings for funding initiatives.
- Create templatized contact cadence strategies per funding opportunity.
- Quickly surface the next steps in a plan to achieve success.
- Assign tasks to other staff and helpers.
- Manager-level reports to measure the effectiveness of the outreach and identify team performance.
- Track funding opportunity targets, proposals, and funders' responses.
- Mobile-optimized fundraiser experience.
Business Opportunity
Every organization embraces the goal of moving donors up the giving pyramid, but each organization handles the moves management process – from identification, qualification, cultivation, solicitation, and stewardship – and the steps in between each stage in a unique manner.
Revolution CRM’s High Touch prospect management functionality is customizable and flexible to accommodate the various moves management processes and contact strategies through which organizations engage their prospect portfolios. High Touch provides a collaborative environment where staff can understand the full interaction of a prospect portfolio with the organization and successfully manage all the steps to solicit and steward their portfolios successfully.
Frontline fundraisers, support staff, and senior management have access to an intuitive and graphically-driven platform to manage their work and measure their progress toward their goals.
