Blogs

Here is what we’re thinking about. From data-focused thought pieces to informative demos, our experts write on what’s new in the technology consulting world.

Salesforce Kristin Voelz Salesforce Kristin Voelz

Designing a Full Nonprofit CRM: Connecting Donors, Homeowners, and Programs in One Salesforce Org

Nonprofits running community programs often juggle a patchwork of systems: one for fundraising, another for case management, a spreadsheet for tracking home repairs. When we partnered with a nonprofit focused on neighborhood revitalization and home repair programs, the goal was to bring all of that under one roof in Salesforce.

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Brynn Wisniewski Brynn Wisniewski

Salesforce Field Service: Build Smarter and Scalable

Eigen X helps organizations move beyond disconnected spreadsheets and manual field service processes with Salesforce Field Service solutions that can launch quickly, support complex requirements, and scale as operations grow.

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Salesforce Brynn Wisniewski Salesforce Brynn Wisniewski

Introducing the Eigen X Organization Health Optimizer

The Eigen X Org Health Optimizer is a Salesforce org assessment designed to help organizations understand the current state of their Salesforce environment, identify technical debt, uncover optimization opportunities, and build a clear path toward stronger performance, adoption, governance, and return on investment.

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Blog, Salesforce Brynn Wisniewski Blog, Salesforce Brynn Wisniewski

Streamlining Salesforce CPQ Discounts for a Smoother Quoting Process

One common challenge Salesforce CPQ users face is the Additional Discount field in the Quote Line Editor. This field accepts either a percentage or a dollar amount, yet many organizations base their approval rules on percentage discounts off the product’s list price. If a sales rep enters a dollar amount instead, the approval process can break down.

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Salesforce, Blog Kristin Voelz Salesforce, Blog Kristin Voelz

Maximizing Every Minute: How 1440’s Salesforce-Native Solutions Transform Digital Engagement and Operations

At Eigen X, we’re always on the lookout for innovative solutions that help our clients work smarter and faster. During a recent session with the team at 1440, we explored a powerful suite of Salesforce-native products designed to help organizations save time, reduce operational silos, and deliver seamless customer experiences. Here's what we learned—and why it matters for your business. 

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