Case Study: Census improves customer health insights in Salesforce with Omni

Census embeds Omni dashboards in Salesforce to unify product usage data

The customer, Census, a data activation platform, faced the challenge of ensuring its sales team had access to timely product usage and customer health insights without forcing them to switch from their primary workflow in Salesforce. The vendor, Omni, provided its analytics service to help embed these governed insights directly into the CRM.

The solution implemented by Omni involved embedding interactive product dashboards directly into Salesforce objects via iframes, using Census to move the product usage data. This allowed account teams to gain a more complete understanding of customer health within their existing workflow. As a result, Census achieved more proactive account management and created a high-touch, tailored customer experience.

Census