Case Study: Pennsylvania Humanities Council improves grant and donor management with Eigen X

Pennsylvania Humanities Council boosts Salesforce adoption and automates duplicate management with Eigen X

The Pennsylvania Humanities Council, an independent nonprofit, faced challenges with its Salesforce system, specifically needing to improve its external grant application review process and donor management. They also sought to optimize their existing system and improve staff understanding. They engaged vendor Eigen X for Salesforce consulting services to address these issues.

Eigen X implemented a comprehensive solution that included restructuring the Outbound Funds package, creating a grant review portal with Experience Cloud, and integrating forms using FormAssembly. They also implemented Demand Tools for duplicate management and built a Salesforce learning portal with Trailhead modules. As a result, Eigen X helped the council achieve increased Salesforce adoption, a significantly improved grant and donor management process, and automated duplicate management.

Pennsylvania Humanities Council