Eigen X Case Study- Beck Institute for Cognitive Behavior Therapy

Non-Profit
Written By Amanda Mittnacht

Client Overview

Location: Philadelphia, PA, USA

Employees: 70-80

Industry: Education Management​

Solution: Sales Cloud, B2B Commerce, DemandTools, FormAssembly, Marketing Cloud, Tableau

Go-Live Dates: March 2021

Founded in 1994 by Dr. Aaron Beck and Dr. Judith Beck, Beck Institute is a 501(c)3 nonprofit with the mission of improving lives worldwide through excellence and innovation in Cognitive Behavior Therapy (CBT) training, practice, and research. We continue to build upon our 27-year legacy by constantly innovating while we train professionals to deliver high-quality, evidence-based treatment.

Challenge

  • Gain insight on buyer habits​

  • Manual awarding of certifications​

  • Data and metrics getting pulled from multiple systems and files​

  • End User experience for applicants and buyers was outdated​

  • Lack of automated donations and payment process​

  • Strategic plan for business process​

Solution

  • Implement B2B Commerce so Beck Institute can track cart behavior ​

  • Create integration to payment processor​

  • Create Donation forms to automatically capture donation payments​

  • Consolidate all data into one master system​

  • Create unique end user experience to increase purchasing behaviors​

  • Create future state documentation to streamline the implementation process ​

  • Implement Marketing Cloud to manipulate buyer behaviors​

  • Create Tablaeu Dashboards to gain visualization of buying behaviors​

Result

  • Customize the data entered to Authorize.net for Finance team to reconcile data​

  • Development has automated process to market and accept donations​

  • Beck Institute has a one stop shop for all of their data​

  • Tailored user experience based on Contact data​

  • Backlog of items to implement with projected end dates give all team members insight on status of feature enhancements​

  • Reduced Maintenance time by 30%​

  • Increased scalability and future upgrades.​

  • 1 M Logins in the last 6 months.​

  • Beck Institute has a one stop shop for all of their  systems.​

  • Increased capability to track product upsells and cross sells.​

  • 130 plus Enhancements to allow Beck to test new features.​

Amanda Mittnacht https://www.linkedin.com/in/amandaheming/
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