OUR CLIENTS SAY...
At Morrissey Compton, 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. It was then that our organization hired Medha to perform a CRM assessment. She assessed the needs of both the program and fundraising teams, identified gaps and identified a solution (by helping select a new CRM). 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.
Now, data flows seamlessly from the program team to the fundraising team, and 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.
Medha also helped us with the system migration to new CRM. We appreciated that from the beginning, she was very clear in her presentation of scope, timing, and expected costs. The project ended up being more complicated than any of us might have anticipated, due to the challenges mentioned above. Throughout the process, Medha was careful to stay in touch with us often, mitigate risks, keep us informed regarding potential additional costs, and make sure that we understood what was needed and that she had our approval before proceeding. She has been diligent about meeting deadlines.
Medha has consistently looked for ways to streamline both our data and processes, and 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.
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.
Lyn Balistreri, Director of Development, Morrissey-Compton Educational Center
"I highly recommend [Top Cloud] for [their] knowledge of CRM systems and ability to listen to our needs and propose solutions that work. For example, [they] helped Cancer Commons use Salesforce more efficiently. "
- Andy Sudol, Development Director, Cancer Commons
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.
- Sandy Noack, Development Officer, Cancer Commons