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What can you do with Close and Census?
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 metrics with up-to-date data.
Proactive Upselling
Monitor customer behavior for signals that an account is ready to move to a higher usage tier. Prioritize ready accounts and alert account representatives proactively when it's time to engage accounts.
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.
Marketing Personalization
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.
Upsell Opportunities
Monitor customer behavior for signals that an account is ready to move to a higher usage tier. Prioritize ready accounts and alert account representatives proactively when it's time to engage accounts.
Contacts
Contacts represent individual people within a company/organization that you're selling to.
Lead Status
Lead statuses are a customizable list of stages a Lead can be in.
Lead
Leads are the most important object in Close. They represent a company or organization and can contain contacts, tasks, opportunities, and activities. In fact, these other objects must be children of a Lead. You can think of a Lead in Close like both a "lead" and "account" in the terminology of some other CRMs.
Opportunity
Opportunities represent a potential deal with a given company/lead.
Opportunity Status
Opportunity Statuses are used to describe each stage a pending deal can go through within a specific Pipeline.
Arming a sales person with usage stats and key personas led to 10x better discovery calls.
A single source of truth in all your tools
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.
- Create trust in consistent metrics
- Automate confidently with clean data
- Simplify your data integration strategy
- Improve data security and visibility
