Customer 360 Consulting Services

Maximizing the Value of Your Relationships

When fragmented systems and manual processes limit visibility and slow customer engagement, organizations need more than a basic CRM. Eigen X helps teams overcome these challenges by implementing and optimizing the Salesforce platform, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Industry Clouds.

By integrating data across your business, we deliver a unified view of the customer journey, empowering teams to deliver personalized experiences that drive growth, retention, and long-term success. Whether you’re streamlining processes, enhancing customer service, or scaling for the future, Eigen X provides the expertise to maximize your customer strategy.

Our Capabilities

  • Advisory & Strategy

    Advisory & Strategy

    Evaluate your current state customer engagement practices, assess requirements and develop a roadmap for digital engagement

  • Implementation, Customer 360, Salesforce

    Implementation

    Define, deploy and provide support for market-leading solutions that manage interactions and enhance the value of customer relationships.

  • Customer Engagement, Customer Experience

    Engagement

    Create the complete customer experience by providing them with actionable ways to interact with your business when and where they want.

  • Integration Analytics, Salesforce, Salesforce CRM

    Integration & Analytics

    Leverage your data to enable a holistic view of your customer engagement, sales, and marketing success.

Salesforce Products We Implement

Horizontal Offerings

  • Agentforce

    Deploy AI agents that automate tasks, summarize records, and take action across Sales, Service, and custom workflows.

  • Data Cloud

    Unify data from Salesforce, warehouses, and apps into a real-time customer graph. Segment once, activate everywhere.

  • Sales Cloud

    Modern pipeline management, forecasting, enablement, and automation from lead to renewal.

  • CPQ & Revenue Cloud

    Configure-price-quote, subscriptions, renewals, billing, and revenue recognition in one motion.

  • Service Cloud

    Omnichannel case management, knowledge, self-service, and AI-assisted agents.

  • Field Service

    Smart scheduling, mobile work orders, asset & parts management, and offline-first apps.

  • Marketing Cloud

    Data-driven journeys across email, mobile, and ad platforms with measurable attribution.

  • Commerce Cloud

    Deliver seamless B2B and B2C commerce experiences connected to Sales, Service, and Marketing on one unified platform.

  • Experience Cloud

    Secure portals and communities for customers, partners, and employees—on your CRM data.

  • Mulesoft

    API-led connectivity for apps, data, and devices across cloud and on-prem.

Industry Offerings

  • Education Cloud

    Lifecycle engagement from recruitment to alumni with advising and success metrics.

  • Manufacturing Cloud

    Account-based forecasting, rebates, and partner channels linked to operations.

  • Non-Profit Cloud

    Fundraising, program management, outcomes tracking, and constituent engagement.

  • Financial Services Cloud

    Banking, wealth, real estate, and insurance data models with compliant client workflows.

  • Health & Life Sciences Cloud

    Care management, referrals, and coordination with privacy-first data controls.

  • Public Sector Solutions

    Licensing, permitting, grants, benefits, and case management.

Why Eigen X

At Eigen X, we go beyond Salesforce implementation to create connected ecosystems where customer, data, and AI work together. Our certified experts blend Salesforce mastery with deep experience in analytics, data engineering, and machine learning, turning customer data into insights that drive smarter selling, service, and growth.

We deliver with clarity and collaboration—combining data strategy, integration, and scalable architecture to make Salesforce perform across your business. The result is a platform that’s intelligent, adaptable, and built to grow with you.

Why Salesforce at EigenX, Salesforce, CRM, Salesforce CRM

Highlighted Certifications

Eigen X Experts

  • Megan Jones, EigenX

    Megan Jones

    Principal, Higher Education & Non-Profit Salesforce Lead
    LinkedIn

  • Patrick Martin, EigenX

    Patrick Martin

    Principal, Commercial Salesforce Lead
    LinkedIn

Featured Partnerships

We are proud to be trusted partners with leading Salesforce partners

Partnerships of EigenX