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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
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.


  • 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.


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



About The Strategic Org Intentional. Sustainable. Visionary. Traits that define a strategic organization. The Strategic Org offers a range of services that benefit from great data and help your organization achieve its goals — from strategic planning to fundraising & marketing. With a focus on mission-based organizations, The Strategic Org brings its principal's decades of national not-for-profit experience to the project of implementing a Salesforce instance that will take your org to the next level. Principal Cheri Lovell — CFRE, Salesforce certified and Charlotte Nonprofit User Group Leader — collaborates with an established community of professional colleagues to ensure your engagement receives just the right the attention in the right moment to take you where you want to go.

Charlotte NC USA