Case Study: Orr Group improves marketing automation and Salesforce reporting with Eigen X

Orr Group streamlines marketing and sales with Eigen X, reducing manual entry and speeding reporting

Eigen X worked with Orr Group, a nonprofit consulting firm, which faced challenges with its marketing and sales operations. The organization was using multiple marketing tools and manual Excel-based processes, and it needed help transitioning to Marketing Cloud Account Engagement and implementing its Salesforce system.

Eigen X implemented Salesforce and Marketing Cloud Account Engagement to automate business processes and improve data quality. The solution included connecting their website for data synchronization and setting up automated email studios. As a result, Orr Group now manages all marketing data through Pardot, enabling highly personalized outreach. The sales and executive teams benefit from improved tracking and reporting, with a significant reduction in the time dedicated to manual data entry.

Orr Group