G2

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

1/15/2019

"Salesforce specialists, great customer service, happy client"

5/5

Describe the project or task Cloud Pathfinder helped with:

One of our primary clients (healthcare BPO) relied upon an outdated ad hoc database to track leads for their inside/outside sales team. We recommended a CRM upgrade to Salesforce to boost overall efficiency, concentrating on their most promising prospects. Having also worked with CPC in a marketing role, we were confident their Salesforce expertise would enable smooth data migration and an optimized CRM platform. Review collected by and hosted on G2.com.

What do you like best about Cloud Pathfinder?

The CPC team took time to collaborate with us to understand our client’s specific business model and goals, proactively crafting new CRM solutions along with a fixed deployment timeline. They regularly sought feedback throughout the process, which helped deliver a speedy transition. Jesse, the CEO, takes a hands-on approach, reflecting the values of their ex-military background—commitment and teamwork. Review collected by and hosted on G2.com.

What do you dislike about Cloud Pathfinder?

Really nothing so far. CPC is extremely responsive with ongoing system maintenance and improvements; their deep understanding of the Salesforce platform has been a definite value-add as we help our client scale their marketing and sales efforts. Review collected by and hosted on G2.com.

Recommendations to others considering Cloud Pathfinder:

Great team to supplement existing Sales Ops group. Review collected by and hosted on G2.com.