Name: Openprise
Rating: 8.9 (2 reviews)
Author: Openprise

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Product Analytics

Version Control

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Demand Planning

Enterprise Asset Management

Knowledge Management

Enterprise

Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Storage

Consulting and Advisory Services

Data Catalog

Email Verification

Embedded Database

Fraud Detection

Function as a Service (FaaS)

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Mobile Identity

Network Performance Monitoring

Object Storage

Output Management

Server Management

Technology Business Management

Value Stream Management

WAN Optimization

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Audience Engagement

Contact Management

Content Management

Creative Management

Customer Experience Management

Email Marketing

Local Marketing

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Wireframing

Professional Services

Auction Software

Call Recording

Customer Relationship Management (CRM)

Product Configuration

Quote to Cash

Revenue Operations

Sales

Application Security

Security Orchestration, Automation and Response (SOAR)

Security

Civil Engineering

Construction Workforce Management

Last Mile Delivery

Lease Management

Nonprofit Advocacy

Vertical-Specific

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### Lead Management and Routing
Users consistently praise Openprise for its lead management and routing capabilities, highlighting the platform's ability to streamline lead routing processes and improve lead-to-account matching accuracy. The flexibility and power of Openprise in handling complex lead assignment rules efficiently have been commended by users, who find it instrumental in saving time and enhancing lead assignment accuracy within Salesforce. Additionally, the platform's feature set enables users to automate lead-to-contact conversions with custom criteria, leading to faster response times and improved lead follow-up efforts.

### Customer Success and Support
Users consistently praise Openprise's customer success team and support capabilities. They highlight the team's patience, knowledge, and willingness to assist in navigating the platform and understanding its functionalities. Reviewers appreciate the team's dedication to helping users overcome the learning curve associated with the tool. Additionally, users value the quick response and support provided by the customer success representatives, emphasizing their commitment to ensuring users maximize the tool's potential.

### Account and Contact Management
Users across various reviews consistently praise Openprise's capabilities in account and contact management. They highlight the platform's effectiveness in lead to account matching, data standardization, and contact enrichment. The ability to automate lead to contact conversion, prevent duplicates, and streamline account data cleansing processes has significantly improved operational efficiency for many users. Additionally, users appreciate Openprise's features for routing leads, creating sales opportunities, and enhancing contact-to-account linkage. The platform's robust account and contact management functionalities have garnered positive feedback for their role in optimizing data accuracy and driving productivity within organizations.

### Data Cleansing and Hygiene
Users consistently highlight Openprise's exceptional data cleansing and hygiene features, emphasizing its effectiveness in standardizing, deduplicating, and enriching data. The platform's ability to streamline processes such as account de-duplication, lead matching, and field standardization has garnered positive feedback for enhancing data quality and overall operational efficiency. Reviewers appreciate Openprise's comprehensive data manipulation capabilities, which have significantly improved data accuracy and reporting precision. The tool's advanced functionalities in data cleansing and hygiene have proven instrumental in maintaining high data standards and optimizing data management practices within organizations.

### Data Enrichment and Standardization
Users unanimously praise Openprise's robust data enrichment and standardization capabilities. They highlight the platform's efficiency in cleansing, standardizing, and enriching data, leading to improved reporting accuracy and conversion rates. Openprise's ability to automate processes that were previously manual has been a game-changer for many users, streamlining tasks like data normalization, deduplication, and list imports. The centralization of enrichment, normalization, and de-duplication services within Openprise has significantly benefited marketing and sales tech teams, aligning their efforts and enhancing data quality. Additionally, users appreciate the platform's flexibility in handling complex data manipulation tasks with ease, such as territory reassignment and field updates, ultimately saving time and improving data segmentation and targeting accuracy.

### Data Duplication and Deduplication
Users consistently highlight Openprise's data duplication and deduplication features as robust and efficient, enabling them to cleanse and standardize data effectively. The ability to automate these processes has significantly improved data accuracy and segmentation, leading to enhanced targeting strategies. Despite initial interface concerns, users appreciate the functionality's practicality and the reassurance of data redundancy for error mitigation. Looking ahead, users express intentions to further leverage Openprise for lead routing, account matching, and lead scoring, showcasing confidence in the platform's data management capabilities.

### Marketing Automation Integration
Users consistently highlight Openprise's marketing automation integration as a key strength, enabling them to streamline processes, automate tasks, and enhance data quality. The platform's ability to integrate marketing automation with CRM systems has been lauded for its effectiveness in improving lead handling, nurturing infrastructure, and lead routing processes. Customers appreciate the platform's flexibility in enabling them to experiment, learn, and adapt quickly without heavy reliance on IT departments. Additionally, the proactive customer success team has been commended for their support during onboarding and ongoing usage, further enhancing the overall experience of utilizing Openprise for marketing automation integration.

### CRM and Salesforce Integration
Reviewers consistently praise Openprise's data management capabilities, especially its integration with Salesforce and CRM systems. Users highlight the efficiency and effectiveness of Openprise in streamlining processes and reducing manual efforts when it comes to Salesforce data integration. The tool's ability to automate tasks, enhance data quality, and facilitate smooth communication between marketing automation platforms and CRM systems is highly valued by users. Additionally, the platform's flexibility in handling complex data operations within Salesforce databases is a key factor in users' positive experiences with Openprise.

### Automation and Workflow Processes
Users unanimously praise Openprise's automation and data management capabilities. The platform's flexibility in configuring to specific business processes without the need for extensive change management has garnered high acclaim. Additionally, users appreciate the support team's deep understanding of their systems and goals, considering them an integral part of their own team. Openprise's ability to automate processes that previously required dedicated resources and solve long-standing data issues has significantly streamlined operations for users. The tool's transformative impact on lead routing and data hygiene processes has been particularly highlighted, showcasing its value in enhancing workflow efficiency.

### Data Manipulation and Orchestration
Users consistently praise Openprise for its robust data manipulation and orchestration capabilities. They highlight the platform's ability to handle large-scale data manipulation tasks from various sources, including complex systems and .csv files. Additionally, users appreciate Openprise's support in automating processes, filling data gaps, and providing templates for streamlined data manipulation workflows. The platform's data orchestration features have been commended for simplifying lead routing and offering prompt guidance to meet project requirements. Openprise's data manipulation functionalities have been instrumental in standardizing, de-duplicating, and enriching data, leading to improved analytics and database marketability.

### Reporting and Analytics
Users generally praise Openprise's robust capabilities in data manipulation and automation. When it comes to reporting and analytics, opinions are more varied. Some users highlight the tool's ability to standardize data for more accurate reporting and improved conversion rates. However, there are also mentions of areas where reporting could be enhanced, particularly in tracking outcomes like enrichment and ROI. Despite these mixed opinions, users appreciate the tool's potential to streamline processes and accelerate business operations. The learning curve is acknowledged, but the customer success team is commended for their support in navigating the tool and understanding its functionalities. The use of REST API for updates is seen as a positive aspect compared to other platforms. Additionally, users note that Openprise has significantly contributed to enriching inbound funnels and enabling multi-touch reporting in Salesforce. The tool's automation features for data cleansing, enrichment, and ABM activities are also highlighted as valuable for advanced segmentation and personalized targeting.

### Data Integration and Updates
User sentiment regarding Openprise's data integration and updates capabilities is mixed. While some users appreciate the ease of REST API for updates and the support provided by the customer success team, others express concerns about the complexity of the system and the need for more user-friendly interfaces. The ability to standardize data, deduplicate, enrich, and route leads efficiently is acknowledged as a strength, but there are calls for improvements in controls over data sorting, direct filters for source data pull, and governance features for error handling. Despite these mixed opinions, Openprise's data integration and updates functionality remains a key aspect of its offering.

Users of OpenPrise commonly recommend the following:

1. Utilize for multiple areas: Users suggest thinking beyond lead routing and data de-duplication and exploring the potential of OpenPrise for building new capabilities across different parts of the enterprise. This platform is seen as top-of-the-line in terms of data orchestration, able to compete with various vendors in areas such as Customer Data Platforms (CDP) and integration middleware platforms. It also offers automation capabilities.

2. Improve data management: OpenPrise is highly recommended for maintaining the cleanliness of customer databases, enriching data, and deduplicating data. Organizations looking for a robust solution to scale with their operations should consider purchasing OpenPrise. It is suggested to split the budget between Marketing and Sales, as it covers services across both areas.

3. Save time and resource efficiency: Users emphasize that OpenPrise saves time with data management projects and acts as a backup for Marketo databases. This tool is seen as one of the best automation tools available. It is highly recommended for organizations facing a lot of manual data cleaning or those without an in-house data maintenance team. Users believe OpenPrise can help tackle data issues at their root cause and improve the use of other segmentation and personalization tools.

Overall, users find OpenPrise user-friendly, appreciate the helpfulness of the team, and consider it a great value for any Marketing and/or Sales Ops team, regardless of company size. It is recommended to explore its capabilities in marketing automation and CRM before considering other niche technologies. For personalized solutions, users suggest engaging with the OpenPrise team directly.

Openprise has been used by several users to solve numerous business problems related to data cleansing, automation, normalization, and organization. Users have been able to quickly route leads and create sales opportunities accurately with the help of the data cleansing templates that allow them to normalize account and contact data. The tool has also helped users automate lead validation and enhance and deduplicate data in a matter of hours or a day at most, saving them valuable time and effort that was previously spent on manual processes. 

Additionally, Openprise is used for de-duplicating leads while maintaining a user's communication preferences, reassigning audiences from one category to split into two, normalizing database attributes, inferring missing data, cleaning records, enriching data, multi-touch attribution models, ABM buying group identification, ABM reporting, ABM white space analysis, heat maps among other uses. By enabling businesses to aggregate and standardize their data from various sources all in one agile platform and performing deep analysis to better understand their business and operations with confidence Openprise helps improve targeting and segmentation for all campaigns such as list upload, data mining, lead enrichment and lead scoring. Furthermore it simplifies the lead routing process improving conversion rates through data deduplication and standardization.

LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.

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Openprise interview and demo

Data Management Demo for the Salesforce Stack   Openprise   YouTube

Openprise provides a data automation solution to help business users manage and share big data and create do-it-yourself automation directly from those data. The vendor says the advantage of Openprise is that it requires no software to deploy and no coding needed. The company was founded in 2016 and is headquartered in Redwood City, California.

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What is Openprise?