Case Study: Association of Independent Mortgage Experts improves membership engagement and email delivery with Eigen X

Association of Independent Mortgage Experts reduces Marketing Cloud contacts to contract limits with Eigen X

The Association of Independent Mortgage Experts (AIME) faced challenges with its membership engagement sales process, which lacked structure, safeguards, and insights into key metrics. Additionally, their Marketing Cloud instance had deliverability issues and was over its contact limit, while financial data from Stripe was not syncing to Salesforce. To address these problems, AIME partnered with vendor Eigen X for a solution utilizing Salesforce's Marketing Cloud, Sales Cloud, and Service Cloud.

Eigen X implemented a structured sales process with approval safeguards, integrated Stripe for real-time transaction syncing, and created new dashboards for KPI visibility. For Marketing Cloud, they cleansed data to meet contact limits, enhanced personalization in customer journeys, and implemented strategies to improve inbox placement. The results for AIME included a standardized sales process with improved reporting, a reduced Marketing Cloud contact population, increased email engagement and delivery rates, and a decrease in manual outreach due to automation.

Association of Independent Mortgage Experts (aime)