OUR CLIENTS SAY...

Jodi Weeks

Development Manager, Save One Life, Boston, MA.

Medha/Top Cloud Consulting, has been great to work with. Medha has helped us fix and improve upon issues that other software companies said we could not.

We work with three different software systems. We were told these systems spoke to each other "seamlessly." After many hours of research and escalating important issues, we were told there was no solution, and that we should hire another staff member to perform these operations manually. This was not feasible due to budget constraints. 

Medha has developed a solution to seamlessly transfer our constituent and gift data from our CRM system to our accounting system, for the purpose of disbursement, thus linking our fundraising/development and program operations. She has also developed another solution to automatically renew the donor pledges. Now our staff time is reduced since we no longer manually move records, and revenue has increased because recurring gifts continue on without interruption.

 

What we also appreciate is that issues are discussed, clarified and confirmed via e-mail, and reasonable deliverable dates are agreed upon. Medha has always met those deliverables and is understanding when a small staff at a nonprofit can not.

Melanie Kimbel

Advancement Director, Marine Science Institute, CA. 

Medha is meticulous, responsive, compassionate and flexible. It was a joy to work with Medha.  

 

We engaged Medha and Top Cloud Consulting to migrate our very old and highly-customized database to the new Nonprofit Success Pack, to set up the mechanism to bring client and donor engagement information from another system into the main Salesforce CRM, and to set up analytics/dashboards to draw insights on this data. 

 

Medha did a complete assessment of our situation and worked with us, in meticulous detail, to transition our data and processes successfully. She created and oversaw multiple phases of testing to ensure that our transition was done correctly and successfully.

 

Now our records of these important individuals and families contain complete histories of their engagement and participation with us, allowing customized stewardship and cultivation activities, and analytics for tracking program, grant and fundraising progress and success.

 

Medha set up a system for our staff whose technical experience ranged from simple data entry associates to database administrators, and whose user interfaces varied from program staff to fundraising staff. Throughout the process, she made us feel confident that we would have the end product we envisioned.  And when the pandemic shut down the world, she gave us the gift of compassion and flexibility so that we could all tend to our emergencies and navigate our uncertainties. 

We recommend her to other organizations who have consulting needs for their Salesforce systems.

Christina Funk

President of the Board, Burlingame Library Foundation, CA 

Our experience in working with Medha and Top Cloud Consulting was top notch.  We initially hired Medha to help customize and implement Salesforce – and to build a real-time integration with our accounting system.

 

When we started working with Medha, our data was spread across various cloud platforms, and we were not fully utilizing our legacy CRM system.  We had a general sense of what we wanted to achieve in a new technology, but Medha assessed our systems, accurately identified our gaps and helped challenge our thinking to come up with improved businesses processes. She accurately documented our needs and helped to install a system for prospecting, cultivating and managing our donor relationships that was far superior than what we had before.

Medha has an easy-going working style and facilitated productive conversations across our executive group.  She is diligent, prompt and reliable - and, perhaps most importantly, she is candid and trustworthy.

 

We strongly recommend her consulting group and know that our business practices have fundamentally changed, for the better, because of her work.

Lyn Balistreri

Director of Development, Morrissey Compton Education Center, CA

Medha has consistently worked for ways to streamline both our data and processes. I have always felt that her primary goal has been to provide us with a system that will work well for us and positions our agency in the best possible direction towards success. Throughout our project, Medha has mitigated risks and kept us informed, and she has always been clear in her presentation of scope, timing, and expected costs. 

At Morrissey Compton, we initially hired Medha to assess our existing CRM and identify gaps and suggest improvements. We were using a Client Information System to track our clients, and when I joined as the Director of Development, I inherited the same system for fundraising purposes. Needless to say, fundraising using a CIS was fraught with challenges due to the lack of fundraising-specific tools. In addition, our original database was old and we had neglected to establish standards and procedures from the beginning, and all of that made the fund development difficult and problematic. 

 

Medha assessed the needs of both the program and fundraising teams, identified gaps and recommended a solution. She helped us migrate our data to a new CRM, and she also helped set up new organizational processes & practices and provided training to help us understand the best practices relative to using the CRM for programs and fundraising.

Our new set up has provided us with a great toolkit to identify prospects, cultivate & steward our donors. Overall, this has helped us increase the efficiency of fund development operations.

 

I look forward to continuing to work with her as we implement her recommendations as to how we might optimize our technology to improve both our efficiency and our business practices.

Sandy Noack

Gift Officer, Cancer Commons, CA 

Before incorporating CRM into our organization, we’d spent a lot of time manually processing vital donor and gift information. After listening carefully to us and understanding our unique needs, Medha developed tools that have enhanced our data base and most important, our major gifts program. Medha’s work has significantly increased the efficiency of our development operations, creating for our development team, much needed time to build relationships that further the mission of Cancer Commons.

Andy Sudol

Director of Development, Cancer Commons, CA

I highly recommend Medha for her knowledge of CRM systems and ability to listen to our needs and propose solutions that work. For example, she helped Cancer Commons use Salesforce more efficiently