Case Study: National Philanthropic Trust improves case management and API operations with Eigen X

National Philanthropic Trust streamlines 492,000 grants with Eigen X

Eigen X partnered with National Philanthropic Trust (NPT), a major public charity and grantmaking institution, to overcome challenges with its Salesforce implementation. NPT faced issues related to automating processes, driving user adoption with Lightning functionality, addressing security limitations, and troubleshooting complex business processes built on the platform.

Eigen X implemented a solution using Sales Cloud, Service Cloud, and other tools to enhance case management with custom email routing and API management. The results included a quantified decrease in manual case creation, enhanced data governance and security, and a full migration of API management to MuleSoft. Eigen X helped NPT streamline its functionality to better handle fast-changing requirements.

National Philanthropic Trust