Finding Balance, Building ElyoPath
After parting ways with my previous company, where I served as Partner running the CRM practice, I faced an important career decision: what’s next?
On one side was the path back to corporate America—a route with undeniable appeal. Stability, predictable benefits like health insurance and 401(k), stock options, and the security of a prebuilt team and defined structure. Low risk, steady direction.
On the other side was a return to my roots as a business owner and leader. The choice to build something on my own terms. That path comes with higher financial and personal risk, but also offers autonomy, the ability to have a larger impact on mission-driven organizations, the flexibility to wear multiple hats, and the freedom to build authentic relationships and deliver work the way I know it should be done.
My history gave me the answer.
Back in my 20s, I co-founded Outreach Suite—a nonprofit-focused Salesforce consultancy built on the AppExchange and partnered with the Salesforce Foundation. At the time, I was newly married with two young kids, and while the business grew quickly and made an impact, I learned hard lessons about balance and sustainability. After selling the company, I spent the next 10+ years in corporate leadership, guiding enterprise CRM initiatives across verticals and working alongside exceptional teams. Those years brought not only successes, but also the real-world challenges that shaped my resilience and perspective.
After leaving the corporate world, I partnered with an agency that had great talent and strong momentum. It offered the chance to grow a CRM practice in a more entrepreneurial environment, and for a time it was an exciting challenge. When the firm later shifted direction under new ownership, the focus broadened to cover many markets, with revenue naturally becoming the top priority.
Across these chapters, I took away three key lessons. First, that balance is essential—for clients, teams, and family alike. Second, that technology alone doesn’t drive success—understanding the business and aligning the right processes is what makes technology truly effective. And third, that focus matters—without clarity, even the best intentions can be diluted.
Those lessons made one thing clear: I needed to build something different—a company designed to deliver the kind of impact I believe in. That’s why I founded ElyoPath.
Depth Over Breadth
CRM Excellence in the Markets We Know Best
With ElyoPath, we’ve chosen a different path: to intentionally niche into CRM as the anchor and extend into the full supporting ecosystem—data, integrations, and AI—within a select set of verticals. By focusing where we have the deepest expertise, we ensure clients get specialized guidance, predictable outcomes, and a trusted team that understands their business end-to-end.
And just as importantly, we don’t view technology in isolation. Every engagement begins with understanding the client’s business and designing the right processes—because when process and technology align, organizations unlock the full value of their CRM and AI investments.
ElyoPath is about elevating the way CRM and AI solutions are delivered—through focus, balance, and trust. It’s about building something meaningful with clients, partners, and teams, and shaping smarter paths forward, together.
