Case Study: Guru Technologies achieves automated customer health scores and saves 8 hours/week with Census

How Jamey Harman, Senior BizOps Analyst at Guru, is using data to support CS with health scores and more automated processes

Guru Technologies faced the challenge of democratizing data for customer success and sales: they needed a reliable customer health score to flag churn risk, faster access to Salesforce data for targeted outreach, and to eliminate repetitive manual reporting that tied up their business operations team. Jamey Harman, Senior BizOps Analyst at Guru Technologies, worked with Census to push analytics into operational systems so teams could act on up-to-date information.

Census automated daily pushes of a computed health score (0 = healthiest to 5 = highest churn risk) and last-updated timestamps into Salesforce and refreshed baseline data in Google Sheets for forecasting, book carving, and pipeline reviews. The result: customer success gains instant visibility to prioritize at-risk accounts, sales can run targeted campaigns, and business ops saves at least eight hours per week by eliminating manual SQL pulls and spreadsheet work thanks to Census.

Guru Technologies

Jamey Harman

Senior Analyst, Business Operations & Analytics