ROI Solutions’ Constituent Care Toolset
The Constituent Services component of Revolution Online, a new toolset for interacting with inbound communications from your constituents, launched to a segment of our client partners. We’re still in beta and have gathered a lot of great feedback already. There is a lot of exciting new functionality and we are excited to share it with our users. Here’s the major components – these are all screenshots live from our production environment in a test database setup:
- Single-step approach to add new single gift or new pledge from the constituent record.
- Updated Pledges screen, with simplified interface around pledge changes.
- Updated Donations screen, with modern design, new approach to displaying related transactions.
- New Activities structure to track follow-up tasks, like a need to call someone back.
- Structure for metrics to help report on common changes like pledge upgrades/downgrades/cancellation.
- Dashboard connecting you to open activities you and your team are responsible for.
- A brand new way to search.
We are looking forward to a broader launch soon!