PLEO × CENSUS

Pleo Cuts Operational Costs by 15% and Supports 400 GTM Employees Using Census

Pleo, Europe’s most popular spend management platform, faced significant data challenges as it scaled rapidly. Niko Artadi is the sole data engineer on the RevOps team who uses Census to support 400 employees across sales, marketing, and customer success to effectively cross-sell and run personalized marketing campaigns. Pleo has been able to save hundreds of thousands of euros per year, or 15% of their operational overhead, in comparison to building and maintaining their own data integration pipelines.

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Industry: Fintech, Financial Services

Headquarters: Copenhagen, Denmark

Company type: B2B

Team: Data, Marketing, Sales

Use cases: Marketing personalization, Lead routing, Email personalization

Featured integrations: HubSpot, Google BigQuery, Iterable, Vitally

Pleo.io is a leading spend management platform, empowering thousands of businesses across Europe to streamline expense tracking, automate approvals, and simplify reimbursements. To support Pleo’s growth and customer engagement initiatives, the team sought an advanced and scalable data platform to deliver personalized financial insights, optimize customer onboarding, and drive targeted campaigns that help businesses take control of their spending.

Results

1. Reducing operational overhead by 15% — Pleo saved hundreds of thousands of euros per year by enhancing their marketing and operational efficiency. They’re able to streamline day-to-day business interactions by delivering high quality data to all of their business systems.
2. Real-time data accessibility in their CRM — Pleo leverages Census’s deep integration with HubSpot to create complex HubSpot Associations that connect Contact and Company records with product usage data. This is the backbone of all of Pleo’s GTM activities.
3. Ensuring data quality and reliability — Census’s highly scalable and reliable data pipelines help Niko ensure real-time, accurate data with minimal maintenance and troubleshooting.

“Census provides us with three main use cases — increasing our marketing efficiency, definitely increasing our operational efficiency, and helping us quite a lot in the day to day business. Census transformed our ability to manage data operations with minimal overhead.”

Niko Artadi

Data Engineer

Challenge

Niko Artadi is the sole data engineer on the Revenue Operations team, responsible for supporting all of Pleo’s GTM data needs. Initially, Niko managed data manually—downloading and uploading across systems or using native app integrations. However, as Pleo grew and the volume of analytical and customer usage data increased, those manual processes led to delayed data availability and errors.

Additionally, as a financial institution, Pleo needed to maintain tight control over data security and compliance, meaning that they walked a fine line between crafting targeted campaigns and protecting PII with granular access controls for their customers as well as Pleo’s own employees.

The need for a more sophisticated, reliable, and scalable data management solution became evident. As Niko said, “We needed something faster and more reliable that could be a cornerstone of our infrastructure as well.”

Pleo evaluated various data integration tools, ultimately selecting Census for its ability to streamline data workflows and enhance reliability across their multi-tool environment.

Reducing operational overhead by 15%

Niko leveraged Census to automate the flow of data from their data warehouse, Google BigQuery, to multiple critical business tools, including their CRM and customer communication platforms. This eliminated the need for manual data uploads and the maintenance of custom-built data pipelines, which were both time-consuming and costly.

As a result, Pleo achieved a 15% reduction in operational overhead costs, translating into hundreds of thousands of euros saved annually (aka a 10x ROI on their Census contract!).

Real-time Customer 360 in HubSpot

Pleo customizes their HubSpot instance using Census to map out their complex relationships between product usage data, Contacts, and Companies. For example, one Contact — one real person — can have multiple roles like the admin of one company and a user of another. Niko leveraged Census’s deep integration with HubSpot Association Labels to build a true Customer 360 view and ensure that every customer receives the right communications.

From your data warehouse to all your apps, customers, and agents.

Without code or CSVs.

Start using Census today by booking a demo with one of our experts.