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.
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.
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.
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 represent individual people within a company/organization that you're selling to.
Lead statuses are a customizable list of stages a Lead can be in.
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.
Opportunities represent a potential deal with a given company/lead.
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.
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.