Eigen X Case Study - Bringing Hope Home

Client Overview

Location: Malvern, PA, USA

Employees: Under 25

Industry: Non Profit

Solution: Sales Cloud, NPSP, FormAssembly

Bringing Hope Home is a nonprofit organization that provides help lift the burden to local families with cancer through financial and emotional support. They provide financial aid for essential bills and build a supportive community ("HOPE Nation") to see families through treatment.

Challenge

• Lacks an internal IT support team, making it difficult to manage their technology infrastructure.​

• Struggle to monitor the health and functionality of their key systems:​

  • Salesforce: CRM system​

  • FormAssembly: Online form tool​

  • Nintex Drawloop: Design and Send Email Tool​

• Difficulty ensuring forms capture the correct information and integrate seamlessly with Salesforce​

• Challenges creating reports and dashboards to analyze data effectively​

• Issues with user logins and require assistance with customizing their Salesforce experience​

• Training Needs

Solution

• Eigen X provides ongoing support, system monitoring, and security management​

• Eigen X implements automated monitoring tools for Salesforce, FormAssembly, and Nintex Drawloop. They receive alerts for any errors or performance issues, allowing for proactive troubleshooting.​

• Eigen X ensures the FormAssembly forms are flowing correctly into Salesforce and the data mapping is correct​

• Eigen X creates customized reports and dashboards within Salesforce tailored to Bringing Hope Home's specific needs, enabling them to make data-driven decisions.​

• Eigen X ensure users are able to login, have the correct profiles and permissions​

• Eigen X meets bi-weekly with BHH to answer any questions and provides bi-monthly in person training sessions

Result

• By providing ongoing support, Eigen X is able to free up Bringing Hope Home's staff to focus on their mission

• BHH can be reassured that their forms are being submitted and all of the data is being captured in Salesforce successfully​

• Custom reports and dashboards can accurately show the leadership and board members accurate representations of the organization​

• BHH can effectively pull merge fields from records to be inserted in email templates to be sent out to mailing lists​

• BHH staff can ask questions freely and learn more about their current technology and how they can improve their day-to-day work