Salesforce Capabilities

Integrations & Analytics

Connect CRM data to insight and action

Eigen X CRM Integration and Analytics services help organizations connect Salesforce to the broader enterprise and turn data into meaningful insights. We design integrations that bring together CRM, ERP, data platforms, and other systems, creating a more complete and reliable view of customers and operations.

We also help teams make better use of CRM data through analytics, reporting, and AI driven insights. By pairing strong data foundations with thoughtful analytics design, we enable leaders and frontline teams to make informed decisions with confidence.

Related Offerings

  • System Integration & Data Migration

    Seamless connection of Salesforce with ERP, marketing automation, e-commerce, and legacy systems through APIs, middleware, and ETL processes—ensuring accurate, timely data flows across your technology stack.

  • Custom API Development

    Building bespoke integration solutions that connect proprietary systems, third-party applications, and external data sources with Salesforce, enabling automated workflows and real-time synchronization.

  • Einstein Analytics Implementation

    Deployment of Salesforce's AI-powered analytics platform to surface predictive insights, automate reporting, and empower teams with intelligent dashboards that reveal trends and opportunities hidden in your data.

  • Business Intelligence Dashboards

    Creation of intuitive, role-specific visualizations and reports that translate complex data into clear insights to give executives, managers, and front-line teams the information they need to make confident decisions.

Application Integration

Companies are rapidly transforming in a fast-moving, technology-driven global market, using digital tools to strengthen customer relationships and improve internal processes. Sales and Marketing teams must target more effectively and drive revenue, while Service organizations work to boost customer satisfaction in a competitive landscape. An integrated CRM solution enables organizations to better market to, sell to, and serve customers, as well as manage channel partners and other stakeholders. Achieving strong CRM outcomes requires a partner with deep functional and technical expertise—Eigen X’s experienced CRM team brings decades of architectural, development, and administrative knowledge across industries and delivers using Agile methodologies. As a leading Salesforce.com partner, Eigen X helps organizations harness the power and flexibility of the market‑leading cloud CRM platform to solve sales, marketing, and service challenges.

  • Forms and Data Collection Integration

    Use tools such as Survey Monkey and Typeform to sync custom form information with contact data in your CRM/ERP. This data can be easily referenced and used later down the line when preparing for customer meetings.

  • Proposal and Document Integration

    Proposal and Document Integration enables you to send proposals and contracts within one central hub. It streamlines the process of filling out and signing of documents by clients.

  • ERP

    ERP and CRM systems can be integrated so that the CRM handles the front end of customer interactions, and the ERP handles the back end of business processes. By connecting these systems via an application integration method, you will have accurate customer information after an order has been made. This gives you access to information such as purchase history, shipping, billing data, other financial information, and supply chain management tools through your CRM system. Further benefits of creating this interaction between your CRM and ERP systems includes improved efficiency, elimination of data duplication, promotes collaboration and achieves quicker sales approvals. It is important to have a team handling your integration that understands both the benefits and challenges to give you the best solution to fit your needs as a company.

  • Calling Software Integration

    Calling Software Integration streamlines the planning and execution of sales calls by integrating software with your CRM/ERP so that your call details and contact’s information is logged in your CRM/ERP for future reference. It also enables future assistance on sales calls by tying the phone into your computer and opening your contact’s account when they call. Some common applications used are Zoom, Uber Conference, Aircall and CallRail.