Case Study: Exude, Inc. achieves a unified 360° customer view with Eigen X and Salesforce

Exude, Inc. gains a 360° customer view with Eigen X for 450+ clients

Eigen X worked with Exude, Inc, a Philadelphia-based consulting firm specializing in HR and employee benefits, to address its challenge of decentralized data and systems. The company relied heavily on spreadsheets and its existing CRM failed to serve as a single source of truth, which created data integrity issues and prevented clear reporting across the entire customer lifecycle.

Eigen X implemented a custom solution using Sales Cloud and Service Cloud, integrating tools like Pardot and PandaDoc. This centralized data, automated processes like renewal generation, and provided integrated email and phone tracking. The results for Exude, Inc included a complete 360-degree view of client accounts, automated project checklists, highly segmented marketing, and more efficient account and time management across all departments.

Exude, Inc