Salesforce Implementation & Consulting Services - Path Insights - AppExchange
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Salesforce Implementation & Consulting Services
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • 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 0
  • Year this company was founded Founded 2021
Salesforce Implementation & Consulting Services
Success lies in balancing people, processes, and technology.
We make your CRM easy to use so you can work with your data better

Path Insights provides hands-on consulting and implementation services for Salesforce. We help set up and customize your Salesforce instance to fit your business needs, ensuring seamless integration and optimizing for real-time data insights. Whether you

Highlights

  • Custom Fit
    We tailor Salesforce to your needs, integrating tools that make your data easy to use.
  • Efficiency & Savings
    Our solutions streamline processes, saving you time and money.
  • Reliable Partner
    We provide training and ongoing help, so your team gets the most from Salesforce.


Description

Salesforce Implementation
We handle the entire setup and configuration of Salesforce to match your business processes, ensuring a seamless transition and immediate value.

Customization & Integration
Our team customizes Salesforce to suit your unique data needs, incorporating third-party integrations and building custom applications when needed.

Data Migration
We assist with safe and efficient data transfer from legacy systems, making sure all data is clean, compatible, and ready to use.

Training & Support
We offer hands-on training and ongoing support so your team is comfortable using Salesforce and getting the most out of it.

Process Optimization
We help identify ways to streamline operations through process automation, reducing manual tasks and improving overall efficiency.

Languages

English, Spanish

About Path Insights

Headquarters
Houston, TX, USA
Phone
2819029917

 
Path Insights delivers customized digital transformation solutions, streamlining the data journey to empower companies with real-time insights.

By transforming complex data into actionable intelligence, we drive operational efficiency, cost savings, and enhanced decision-making, enabling businesses to thrive in a competitive landscape.