Case Study: Cookies for Kids’ Cancer streamlines donations and automates Salesforce workflows with Eigen X

Cookies for Kids’ Cancer streamlines Salesforce and fixes 3 app integrations with Eigen X

Eigen X provided Salesforce maintenance and support services to Cookies for Kids' Cancer, a non-profit dedicated to funding pediatric cancer research. The organization faced challenges with its Salesforce implementation, including incorrect data flow from third-party fundraising apps, inconsistent and missing data in reports, and inefficient manual email processes for its marketing team.

By updating automation tools like flows and process builders, Eigen X streamlined the data integration from apps like Shopify and Classy. The solution included categorizing donations for better tracking and implementing automated email templates. As a result, opportunities now flow correctly into the right revenue streams, reports are more accurate, and automated communications have been established. The client also gained ongoing support from Eigen X for future enhancements.

Cookies for Kids’ Cancer