The Strategic Org - The Strategic Org - AppExchange
Skip to NavigationSkip to Main Content

The Strategic Org
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 27
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
  • Year this company was founded Founded 2015
The Strategic Org
Bringing deep nonprofit experience to Salesforce implementations
Comprehensive, sustainable solutions for nonprofits of any size

With deep experience in nonprofit management, fundraising, accounting, and marketing, The Strategic Org helps your organization implement Salesforce to meet your unique needs, streamline your workflows, and make the most of all your resources.

Highlights

  • DEEP NONPROFIT EXPERTISE##With experience ranging from local to international, we know the business of small to mid-sized nonprofits providing health & human services, education, financial services, advocacy, faith-based programs, and more.
  • SALESFORCE CERTIFIED & ENGAGED##Our certifications demonstrate skill in key nonprofit functions and Salesforce products. Our CEO founded & co-leads the CLT Salesforce Nonprofit Community Group, and participates in several Salesforce community programs.
  • KNOWLEDGEABLE ACROSS FUNCTIONS##In addition to maintaining her CFRE, our CEO brings years of experience using QuickBooks, developing websites, producing content, teaching, leading strategic planning, managing projects, and more.


Description

THINK OF ALL THE INFORMATION your organization gathers, manages, reports on — clients and partners, programs and events, donors and grants, deliverables and deadlines, results and impact. If most of that data resides in spreadsheets maintained by various staff members, or in a variety of independent systems, we should talk.####ONE SOURCE OF TRUTH can change your organization's life — one place to gather, organize, manage and analyze all that information. One home that's accessible from anywhere, even from your phone, where all your data can coexist and happily interact. One system you can depend on for the answers you need to expand your mission and deepen your impact. ####At The Strategic Org, we offer a range of services to help you assess your situation, strengthen your operations, and prepare for a future that continues to make an impact in a world of change. ####Contact us today!

Geographic Focus

United States
North Carolina

Languages

English

About The Strategic Org Specializing in serving smaller nonprofits — with budgets under $5M and limited (or even no) internal Salesforce expertise — The Strategic Org helps your organization maximize the potential of Salesforce to ease staff workloads, increase efficiency, strengthen engagement with clients and donors, and build a Salesforce implementation that achieves your goals. Whether you're starting from scratch, updating an existing database, or needing ongoing administrator support, The Strategic Org will ensure you receive the attention you need to take your organization to the next level.####For more than two decades, CEO Cheri Lovell has served nonprofits as an executive leader, as a board member, and as a consultant. Working with organizations ranging from local/regional to international, her experience includes global health, human services and veterans support, faith-based work, the arts and education, grant-making, finance, and more. ####Invite The Strategic Org to bring its deep expertise to help your organization meet its objectives and advance its mission.

Headquarters
Charlotte NC USA
Phone
704-564-5049