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Census makes it easy to customize your Salesforce instance to your business.
360º 客户 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 metrics with up-to-date data.
Churn Risk Reduction
Use your product data and metrics to reduce risk. By surfacing the usage data in your CRM and other tools, you can run reports or workflows to notify your teams when there is a downward trend in usage so that they can take the best next actions to prevent churn.
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 metrics with up-to-date data.
We have Census integrated into our Salesforce workflows, which involves things like lead scoring and understanding product qualified leads.
Census supports all standard objects, custom objects, junction objects for many-to-many relationships, and advanced Salesforce configurations such as Account Contact relationships.
Advanced controls let you tune Census to work with your existing Salesforce workflows. We only sync incremental data changes to be as thrifty as possible on Salesforce API impact
Easily handle loading data for people or companies, whether or not the lead has been converted. Takes advantage of Salesforce’s lead field mapping so you can update fields with a single sync.
Census can update or populate all Salesforce relationships, Lookups or MasterDetail. Junction objects for many-to-many relationships are supported. Even Polymorphic Salesforce relationships.
See what records will change in Salesforce before you sync your data
Any time a Salesforce record is rejected for any reason, you can see the errors in Census. And Census will automatically retry those records.
Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.
