360º Customer Profiles
Your stack is composed of 10+ tools. Each one has data about your customers; none have the full picture. With Census, unify that siloed data into a bespoke 360° customer profile that stays in sync across all tools, so your team doesn’t have to go to 5 different places to understand their customers.
Personalized Campaigns
Send the right message to the right person every time, all the time. Automatically educate and nurture self-serve users on features to create upsell opportunities, send periodic account overview emails, and trigger campaigns based on calculated 指标 with up-to-date data.
Custom Lead Scoring
Every company is different, so you should create scoring models using your first-party data. Whether you prefer a Product Qualified Lead (PQL) model or Marketing Qualified Leads (MQL), you can build it and sync it with Census.
Your stack is composed of 10+ tools. Each one has data about your customers; none have the full picture. With Census, unify that siloed data into a bespoke 360° customer profile that stays in sync across all tools, so your team doesn’t have to go to 5 different places to understand their customers.
Every company is different, so you should create scoring models using your first-party data. Whether you prefer a Product Qualified Lead (PQL) model or Marketing Qualified Leads (MQL), you can build it and sync it with Census.
Send the right message to the right person every time, all the time. Automatically educate and nurture customers to create upsell opportunities, send product recommendations based on customer behavior, and trigger campaigns based on calculated 指标 with up-to-date data.
Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields.
Notes are pieces of textual (HTML-formatted) information that can be attached to deals, persons and organizations. Notes are usually displayed in the UI in chronological order – newest first – and in context with other updates regarding the item they are attached to. The maximum note size is approximately 3,000,000 characters (or 3MB per note).
Organizations are companies and other kinds of organizations you are making deals with. 人 can be associated with organizations so that each organization can contain one or more persons.
人 are your contacts, the customers you are doing deals with. Each person can belong to an organization. 人 should not be confused with users.
Stage is a logical component of a pipeline, and essentially a bucket that can hold a number of deals. In the context of the pipeline a stage belongs to, it has an order number which defines the order of stages in that pipeline.
Users are people with access to your Pipedrive account. A user may belong to one or many Pipedrive accounts, so deleting a user from one Pipedrive account will not remove the user from the data store if he/she is connected to multiple accounts. Users should not be confused with persons.
Our salespeople don’t want to look at 10 different tools to understand what our users are doing. The system we’ve built with Census brings the data right to their fingertips so they can focus and spend more time with customers.
Census is the easiest way to share a consistent view of your data across your entire business. Define your models, 指标, and business logic in your data warehouse and sync them to all your operational tools.
