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.
Smart Lead Routing
Send new accounts to the right owner by automatically routing leads to account executives based on a configurable threshold and rules. With a complete 360º view, you'll always be able to respect existing book-of-business owners.
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 new accounts to the right owner by automatically routing leads to account executives based on a configurable threshold and rules. With a complete 360º view, you'll always be able to respect existing book-of-business owners.
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.
Use entities to create and manage categories of data that are relevant to your company or product. Using entities can improve the virtual assistant’s understanding of user expressions, which in turn improves the responses users receive.
The SuiteTax Engine enables you to create tax schedules for specific conditions and items for your sales and purchase transactions.
Before, it was like we had a bicycle and then we got upgraded to a rocket ship with Census.
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.