The hyper-connected, global business world is changing faster than ever and technology is now the key driver in achieving business outcomes and winning in the marketplace. Companies are digitally transforming customer-facing and internal processes to maximize the value of their relationships. Sales and Marketing departments face pressure to increase revenue and target more effectively. Service organizations and other internal teams need to improve customer retention and satisfaction levels in an increasingly competitive world. By deploying an integrated CRM solution, organizations can better market to, sell to and service their customers all while managing relationships with channel partners, intermediaries and other stakeholder groups.

To achieve desired outcomes with a CRM deployment, it is critical to have a partner who can understand your specific challenges, has functional expertise and possesses deep knowledge of the technical landscape. Eigen X’s CRM team includes architects, developers and administrators with decades of experience in every aspect of modern CRM development and deployment, all while employing Agile Delivery Services across a variety of industry segments (i.e., Life SciencesCommunications & Media, Consumer & Industrial Products, and Real Estate).

Increasingly, CRM solutions are being deployed in the cloud and by far the market leader in this vital enterprise application space is As a leading partner of, Eigen X specializes in bringing the power and flexibility of the industry’s leading platform to marketing, sales and service challenges. Additionally, with the successful delivery of 25 projects over a span of five years and a reputation for outstanding service and deep domain knowledge in the Higher Ed and Non-Profit space, Eigen X is recognized as one of less than a dozen IMPACT partners.

Our CRM Services

  • CRM Strategy/Software Selection: to help identify business goals, define user requirements and select appropriate technology

  • Data Agility Study: to determine data quality, governance, migration and integration strategies within the current CRM environment(s) and across legacy enterprise systems.

  • Diagnostics: to evaluate your current CRM environment(s) and develop a roadmap for future state business process support, upgrade management, and user adoption.

  • Integration: to connect CRM with ERP systems and other enterprise software through various platforms and tools.

  • Reporting and Analytics: including lead and pipeline reporting, dashboarding and predictive analytics solutions, like Einstein.


Our Additional Salesforce Services

  • Quick Start setup packages for new Salesforce implementations and proofs of concept

  • Salesforce Lightning Assessment and Upgrade to provide a holistic impact analysis of migration to Lightning with highlighted costs, risks and value drivers to increase adoption and productivity.

  • Implementation and Configuration of Salesforce Marketing Cloud, Pardot, Sales Cloud, Service Cloud, Commerce Cloud, Integration Cloud and other related products

  • Development of new functionality within Salesforce or on the platform within both the traditional and Lightning environments

  • Marketing Automation setup, integration and customization of Pardot and Marketing Cloud to more effectively reach potential customers and measure campaign ROI.

  • Deployment Strategy and Training to increase adoption of Salesforce by existing and new users