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Creating intelligent paths that elevate experiences, turning data into direction and every connection into growth

About Us

At ElyoPath, we believe every organization deserves a clear, intelligent path to growth. Our mission is simple: to transform complexity into clarity by aligning CRM, AI, and digital solutions with real business goals.

With more than 15 years of hands-on experience leading enterprise CRM and digital transformation programs, we’ve seen what works—and what doesn’t—when businesses try to scale technology. ElyoPath was founded to bring that expertise to organizations of all sizes, offering the same level of strategy, architecture, and execution that Fortune 500 companies rely on, but delivered with the agility and partnership of a boutique consultancy.

Our Vision

To empower organizations with technology that not only works, but works for people—driving smarter decisions, better customer experiences, and sustainable growth.

What Sets Us Apart

  • Experience Across Industries – From manufacturing and distribution to nonprofits, higher education, and consumer services, we understand the unique challenges each sector faces.

  • End-to-End Expertise – We bridge strategy with execution: advisory, architecture, integration, analytics, and adoption.

  • Human-Centered Approach – We prioritize adoption and usability, ensuring technology empowers teams rather than overwhelms them.

  • Proven Results – Our team has led global Salesforce Centers of Excellence, launched AI-powered service platforms, and delivered measurable outcomes like faster sales cycles, stronger donor engagement, and improved customer satisfaction.

Our Ethos

At ElyoPath, we operate with clarity, integrity, and collaboration. We don’t just deliver solutions—we partner with you to ensure they deliver lasting value. Every engagement is guided by our belief that technology should elevate people, not replace them.

Leadership

Founded by Jack Francis, a CRM strategy and Salesforce solutions leader with 15+ years of experience, ElyoPath was built on a track record of helping enterprises and nonprofits alike achieve digital transformation. Jack has led global CRM programs, built Centers of Excellence, and delivered solutions that combine business insight with technical depth.

Services

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    Configuration & Development

    Tailored CRM and digital solutions through precise configuration and custom development. We optimize out-of-the-box functionality, build scalable custom apps, and create seamless integrations—ensuring your systems are flexible, efficient, and ready to evolve with your business needs.

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    App Architecture

    We design scalable, future-ready application architectures that align technology with business strategy. We translate requirements into secure, efficient system designs—covering data models, integrations, and user experience—ensuring every solution is built to grow, adapt, and deliver measurable impact.

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    Support

    Post-deployment, ElyoPath provides ongoing support and optimization services. This includes troubleshooting, system health checks, release management, and continuous improvement — allowing clients to adapt CRM and integrated platforms as business needs evolve.

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    Analytics & Business Intelligence

    We help organizations move from data to actionable insights. Our expertise spans Salesforce Analytics, Tableau, Power BI, and Snowflake. We design KPI frameworks, dashboards, and predictive analytics models that empower leaders to make data-driven decisions at scale.

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    Integration & System Alignment

    We specialize in system-to-system integration using APIs, middleware, and automation tools. From ERP ↔ CRM alignment to identity management (SSO/IDP), we ensure business-critical applications talk to each other, reduce silos, and enable seamless customer and operational experiences.

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    Data Services

    We deliver data cleansing, normalization, enrichment, and migration to ensure organizations have high-quality, trustworthy data. Whether moving from legacy systems or preparing for advanced AI/BI analytics, we address data quality, governance, and stewardship.

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    Training & Change Management

    Technology alone doesn’t drive results—people do. ElyoPath provides role-based training, adoption programs, executive alignment workshops, and communication planning to help users embrace new processes and systems with confidence.

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    Project Management

    From greenfield implementations to enhancements and managed services, we support the full lifecycle of CRM and related technologies. Our project delivery emphasizes Agile practices, clear governance, and measurable business outcomes to maximize ROI.

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    Enterprise Architecture

    Our team provides strategic architecture services that balance business requirements with technology scalability. We design data models, system landscapes, and governance frameworks, ensuring every technology choice supports long-term growth and ROI.

Let’s Talk

Industries

  • We help manufacturers streamline complex quoting, order entry, and customer service processes by integrating CRM with ERP and engineering systems. AI-driven analytics improve forecasting, reduce errors, and optimize supply chain decisions.

    Experience Highlight: Streamlined Quoting & ERP Integration

    A manufacturer faced long, error-prone quoting cycles. We integrated Salesforce CPQ with ERP and SharePoint, simplifying approvals and automating workflows.

    Results: Quote cycle time reduced by 30%, improved accuracy, and real-time pipeline visibility for leadership.

  • For distribution-heavy businesses, we enable real-time visibility into sales, delivery, and service operations. CRM and AI solutions improve route efficiency, customer communication, and proactive service to build stronger client relationships.

    Experience Highlight: Unified CRM & Customer 360

    A global distributor struggled with siloed systems that limited visibility into accounts. We implemented Salesforce across sales, service, and operations to create a single source of truth.

    Results: Delivered a 360° customer view, improved cross-sell opportunities, and supported multi-year revenue growth.

  • We specialize in aligning CRM with donor management, fundraising, and program engagement. AI insights help nonprofits personalize outreach, increase donor retention, and maximize impact while keeping costs efficient.

    Experience Highlight: Donor Engagement & Operations

    A national nonprofit needed to modernize donor management. We deployed Salesforce NPSP and integrated it with fund accounting for end-to-end donor lifecycle visibility.

    Results: Improved donor retention, better campaign insights, and reduced manual processes by 40%.

  • We understand the unique needs of ministries, churches, and faith-based nonprofits. Our CRM and AI solutions help manage member engagement, streamline communications, and support fundraising while staying true to mission and values.

    Experience Highlight: Mission-Driven CRM Transformation

    A large faith-based organization needed better tools to manage tithing, volunteers, and events. We built a CRM strategy that centralized engagement data and streamlined communications.

    Results: Increased supporter engagement and freed staff to focus on mission rather than manual admin work.

  • We help e-commerce companies optimize customer journeys, personalize marketing, and unify data across channels. AI-driven insights improve conversion, loyalty, and lifetime value while automation enhances fulfillment and service experiences.

    Experience Highlight: Personalized Customer Journeys

    An e-commerce company lacked the ability to personalize marketing and service. We integrated CRM, marketing automation, and analytics to drive tailored campaigns.

    Results: Boosted conversion rates by 125%, reduced abandoned carts, and improved repeat customer purchases.

  • We help higher ed institutions transform student lifecycle management—from recruitment to alumni relations—using CRM and AI. Predictive analytics improve student retention, while integrated platforms streamline admissions, advising, and fundraising.

    Experience Highlight: Student Lifecycle Management

    A higher ed institution needed to unify marketing, admissions, and student services. We implemented a CRM strategy connecting recruitment campaigns to student support systems.

    Results: Increased enrollment conversions, streamlined advisor workflows, and improved alumni engagement.

  • We enable service firms to scale operations, track client engagements, and automate resource management. AI-driven reporting uncovers growth opportunities and helps leaders focus on the most profitable client relationships.

    Experience Highlight: Service Delivery Optimization

    A consulting firm needed to manage clients, projects, and pipeline in a single system. We built a Salesforce solution with integrated project tracking and billing workflows.

    Results: Increased billable utilization, improved project visibility, and better client satisfaction tracking.

  • We help med-tech and healthcare organizations improve patient/customer experiences, track compliance, and integrate CRM with clinical or product data. AI-driven insights enable better forecasting, service personalization, and regulatory readiness.

    Experience Highlight: Patient & Provider Engagement

    A healthcare organization needed HIPAA-compliant engagement tools and faster service response. We implemented Salesforce Health Cloud with secure integrations.

    Results: Improved patient experience, reduced administrative overhead, and enabled data-driven care coordination.

Contact us and elevate your path!