If you’re in RevOps, you might need to analyze customer data to identify upsell and cross-sell opportunities. Or, maybe you’re in Customer Success and you need to quickly identify trends in customer complaints to improve your team's response.
Either way, you need fresh, up-to-date data to inform these high-quality, operational decisions.
SQL is (more often than not) the proposed solution. There’s just one, small problem: Many non-technical team members struggle to utilize SQL. After all, it requires specialized knowledge and inherently technical skills.
This ultimately creates a barrier to accessing and utilizing valuable data that can help teams across the organization make informed decisions.
However, non-technical employees can use Census to enable easy Data Activation and empower themselves to create their own views of up-to-date data in Google Sheets.
These are the ten customer fields that you’ll need to get started:
With these 10 fields from your data source, Census, and Google Sheets, you can now:
To enable anyone (technical and non-technical alike) to activate their data, follow these steps:
Once you’ve created all your views in Google Sheets, there are tons of other use cases to explore. For example, you can use the data to create targeted marketing campaigns, analyze customer retention rates, or track customer lifetime value. Check out our complete Data Activation Playbook to explore more use cases.