Client Stories

Client Stories

See Our Testimonials

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

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

We are thrilled to have a partner in ROI Solutions – a company that actively supports our mission and whose technology helps us better serve our members and help us reach our immediate and long-term constituent engagement and revenue goals

DeLinda Mrowka

Chief Audience Officer

KQED

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

We’ve had several changes with our direct marketing agencies over the last few years. Throughout those transitions, ROI Solutions has been the constant. We can always rely on them to provide exceptional service and data quality as our direct response strategy evolves. They helped us onboard our new agencies and understand our data and programs. We can always count on our team at ROI.

Lisa Wettstaedt

Former Sr. Director, Integrated Marketing

Muscular Dystrophy Association

“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

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

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 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

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

With Revolution CRM, we’re able to bring high-touch fundraising to scale without losing the personal connections that matter most. The tools help us act on data—not just store it—so our team can prioritize relationships, stay coordinated, and interact with intention.

Nathalie Bessette

Donor Relations Operations and Communications Specialist

WHYY

In any transition to a new system, there can be some trepidation about disruptions to the deadlines of a complex direct-response program. Despite a shortened timeline in the enterprise-wide implementation of Revolution CRM, the whole process was smooth and seamless, and we didn’t miss a single drop date. We are proud to report that we hit our direct marketing goals within the first year of our move to ROI Solutions. ROI is a great partner who understands our program, works tirelessly to support our work, and is genuinely fun to work with!

Geoff Garcia

AVP, Information Technology

March of Dimes

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

One of the main reasons we are happy with our partner relationship with ROI Solutions is that they’re very responsive in listening to our suggestions. I have a highly innovative team, and having a partner that meets them with that innovation is critical for us, our organization’s success, and, ultimately, our mission.

Steve Kehrli

Vice President of Development

People for the Ethical Treatment of Animals

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

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 invests time, talent, and effort into its systems. Everyone at ROI Solutions is focused on improving Revolution CRM and your use of it.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

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

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

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

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

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

WHYY

Connecticut Public

Vermont Public

KQED

WETA

CDP

WHYY

A Conversation with Tony Martin, WETA

Animal Rights & Welfare

Our Clients Are Our Partners

Conversation with Maine Public

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