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 Sciences, Communications & 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 Salesforce.com. As a leading partner of Salesforce.com, 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 Salesforce.org IMPACT partners.
What We Do
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.
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.
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.
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.
