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ROI Solutions

Health & Human Services

ROI Solutions
Health & Human Services
I make no secret of the fact that ROI Solutions is the first technology partner I’ve worked with that I actually love. I’m a master of bad analogies, but our migration from Salesforce to Revolution CRM was like a bungee cord jump. The ROI Solutions team was the cord. If you’re going to jump off a bridge, you want to have complete trust that the cord will hold. It dawned on me late in the project, after going live, that there wasn’t a single point where I doubted the safety of the cord. This brought a profound sense of relief and peace of mind.

Brendan Foley

Senior Director, Growth Strategy

Connecticut Public

ROI Solutions | Connecticut Public
ROI Solutions’ innovative AI technology, MiLo Intelligence, is efficient and seamless. At HRC, we have used various predictive models over the years. We have been very impressed with the results from MiLo in both our recent and very deep-lapsed audiences. We have found those elusive ‘needles in a haystack’ among our deepest lapsed donors that we would likely have never touched using our regular segmentation and modeling efforts.

Susan Paine

Director of Analytics & Strategy

Human Rights Campaign

ROI Solutions | Human Rights Campaign
We had two teams, two CRMs, countless different procedures, and a challenging road ahead. Our ROI implementation team made us feel comfortable and confident from day one. They thoughtfully guided us through the entire process offering guidance through suggested best practices and allowing us to forge our own path. They were thorough and kept us on track, and we could launch even a few days ahead of our projected timeline!

Brynn Carris

Director of Membership and Development Operations

Vermont Public

ROI Solutions | Vermont Public
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
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

ROI Solutions | March of Dimes
PETA manages a robust digital advertising program and an extensive database of supporters. Before ROI Solutions’ Push to Social, our teams manually curated supporter lists and individually uploaded each data file into ad networks to create audiences. This time-consuming process limited the audience segments we could reach and the frequency of our uploads. Now that we’ve automated that process in Revolution CRM, we focus our time on creating compelling ads to share our message across responsive audience segments and discover new audiences to reach. This has increased engagement, revenue, and leads for our program.

Steve Kehrli

Senior Vice President of Development

PETA

ROI Solutions | PETA
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
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
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
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
Revolution CRM’s architecture makes connecting and integrating with different partners easy. It is critical because each partner is best of breed for us and serves our purposes best.

Jeff Regen

Vice President of Development

WETA

ROI Solutions | WETA
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

ROI Solutions | KQED
Clean with purpose, order, and strategic timing! Don’t be afraid to utilize a combination of strategies to custom-fit your hygiene initiative. At WETA, one of our tactics was to utilize the ROI Possible Duplicates module in proximity to a deployed NCOA update. Theoretically, one would assume duplicates with the same address will appear in higher volume after your CRM has been updated via NCOA. Post NCOA is a great time to dive into your possible duplicates, as this practice will make your routine QC maintenance that much easier since your strongest effort will be concentrated to a time period when you know more possible dupes will surface.

Tony Martin

Senior Manager

Development Operations

ROI Solutions | WETA
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
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
Asking donors at the right time to become part of a recurring giving program is vital to our success, but response rates are tiny in the mail. We need the insights a machine learning model can give us to optimize the resources we have to invest in these efforts. The plan is to take the typical huge invite audience and look to mail the top 50% which should get us 90% of the responders, per the model back testing.

Emily Courville

Senior Director, Analytics

Humane Society of the United States

ROI Solutions | The Humane Society
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
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
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
Connecticut Public is very excited about our transition to Revolution CRM. We see tons of opportunities for improved member management, efficiencies in workflow, and a big improvement in UX with a more intuitive and easy-to-use interface than Salesforce. The project management and support from the ROI team is unparalleled, and we’re excited to be working with a knowledgeable and dedicated partner.

Lauren Komrosky

Chief Digital Officer

Connecticut Public

ROI Solutions | Connecticut Public
I am not in Revolution CRM every day, but I head there frequently for important financial reports. It’s easy and quick. With our previous CRM solution, many simple things were difficult. It was an arduous process, but with Revolution CRM, it’s easy to navigate and access what I need.

Curt Chadbourne

Director of Member Services

Maine Public

ROI Solutions | Maine Public
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
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

ROI Solutions | WETA
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
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