Name: Lead Routing with Openprise
Uploaded: 2025-01-28T16:45:13.000Z
Duration: 1 min 53 s
Description: Openprise pioneered the first end-to-end, no-code RevOps Data Automation Cloud, which was purpose-built for non-programmers to integrate and unify siloed data and automate key go-to-market processes. Our platform helps your unsung hero's in Operations support your GTM teams and saves them from time consuming manual work.

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Openprise

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Openprise - RevOps Performance Platform

In this video, you’ll see Open Prize, a no-code tool that sorts and cleans all your customer data in one place. You’ll learn how it automates key steps by removing duplicates and matching leads to accounts. Next, it adds helpful insights like trustable scores for your sales team. Then it shows how to send the right offer to each person and share data with your team and apps. Open Prize ends data chaos simply.

You have more data, apps, and real-time decisions than ever—but your data is disorganized and overwhelming.

Data Overload & Chaos

Your existing technologies are too complicated and adding more tools only makes your data mess worse.

Complex & Clunky Tools

Open Prize is a RevOps automation platform designed to end data chaos by unifying and streamlining your processes.

Introducing Open Prize

Open Prize creates a single repository for prospect and customer data and automates key processes that legacy point solutions can’t handle.

Centralizing Your Data

The platform cleanses, normalizes, deduplicates data, and matches leads to accounts for accurate insights.

Preparing & Matching Data

Open Prize layers in attribution and scoring models your sales team can trust, making your data truly useful.

Adding Actionable Insights

Automatically deliver the right offers to the right prospects and route leads to the appropriate team members.

Activating Your Data

Open Prize makes sure the right data is available to the right people and applications at exactly the right time.

Ensuring Data Availability

Cut the clutter with a single no-code platform to manage hundreds of processes and transform data into scalable action.

Simplify & Scale RevOps

Lead Routing with Openprise

This video shows how Openprise automates lead routing in territory management. You’ll see how to pick a territory, view the reps, set up a round-robin to send leads, and pause or reassign reps when they’re out. Sales leaders use a self-service app, a spreadsheet, or a Salesforce record to define territories, add reps, and choose different routing methods in minutes. This solves slow, manual lead assignments so teams can work faster and smarter.

Overview of how Openprise automates business processes, boosts campaign performance, scales operations, and simplifies your tech stack with lead routing.

Introduction to Openprise and Lead Routing

Learn how to select a territory (e.g., Enterprise A), view its five reps, check their active status, and set the cadence for round robin lead distribution.

Setting Up Round Robin Routing

Pause lead routing for reps who are out sick, on vacation, or have left the company, and schedule date ranges to control when each rep receives leads.

Managing Rep Availability

Quickly reassign reps to different territories or add new team members using the self-service app, empowering sales leaders to make real-time changes.

Assigning Reps and Self-Service App

Explore how to route leads using any method, and tailor personalized systems that match different teams’ go-to-market strategies.

Designing Personalized Routing Strategies

Discover multiple options for territory management, including the self-service app, external spreadsheets, or custom Salesforce objects.

Self-Service Territory Management Options

Define territories, review the associated accounts and leads, and see all related data for each territory or account in minutes.

Defining Territories and Viewing Data

Recap on lead routing and territory management capabilities in Openprise, and find out how these features can benefit your business.

Conclusion and Next Steps

Lead Scoring with Openprise

In this video, you’ll see OpenPrize, a tool that automates lead scoring and grading. It shows how you can gather data from places like your website, SalesLoft, and trial sign-ups. You learn to set up simple scoring methods based on time, activity trends, and mixed data. You can also A/B test different models to find the best one. OpenPrize handles millions of records fast, so your sales team gets better data and saves time.

OpenPrize makes automating hundreds of business processes simple, helping you boost campaign performance, scale operations, and simplify your tech stack. Here, we’ll explore lead scoring and grading.

Introduction to OpenPrize

Most sales teams don’t trust marketing automation scores due to bad or missing data, and existing systems can’t capture critical buying signals across all your platforms.

Challenges with Traditional Lead Scoring

OpenPrize integrates and processes complex data from almost any source, including activity from SalesLoft, your own product’s free trial data, and demo interactions.

Flexible Data Integration

You can build tailored scoring and grading models using behavioral, demographic, firmographic, and intent data to fit your unique business needs.

Custom Scoring and Grading Models

Choose from time-based scoring with custom decay, momentum (trend-based) scoring to track rate changes, or composite scoring that combines multiple weighted sources.

Types of Scoring Models

Run multiple scoring and grading models simultaneously with A/B tests to quickly experiment and identify the most effective approaches.

A/B Testing Scoring Models

Automate rescoring of millions of records daily to offload data-heavy algorithms, freeing up your core systems and improving overall performance.

High-Volume Processing and Offloading

You’ve seen how OpenPrize automates lead scoring and grading—now discover what it can do for your business.

Next Steps

Data Cleansing with Openprise

In this video, you’ll see how OpenPrize helps you clean data without any coding. It shows you how to fix bad emails and web addresses, correct capitalization, and fill in missing info like full names or city and state from a zip code. You’ll also learn how to remove fake or junk entries and standardize company names, phone numbers, and more. OpenPrize makes it easy to keep your marketing and sales data tidy and improve your campaign results.

Overview of how OpenPrize automates business processes to boost campaign performance, scale operations, and simplify your tech stack.

Explanation of how dirty data from events, websites, and support can hurt sales and marketing, and why you need a real-time, tailored solution.

The Data Cleansing Challenge

Introduction to the no-code, step-by-step data orchestration platform that keeps your data clean automatically.

How OpenPrize Works

Walkthrough of cleaning invalid emails and websites, fixing capitalization, inferring missing details, filtering out junk, and normalizing formats.

Demo: Key Data Cleansing Steps

Wrap-up and invitation to tailor OpenPrize processes to your unique business requirements and explore its full capabilities.

Data Deduplication with Openprise

In this video, you’ll see Openprise, a tool that cleans up duplicate marketing and sales leads. Duplicates can mess up your reports, scores, and cost you money. Openprise finds duplicate records using fields like email and phone. Then it follows your rules to pick one record, combines the best info, and merges scores and stages. This quick, two- or three-step process keeps your database clean, boosts campaign performance, and saves you time.

Learn how Openprise automates business processes to boost campaign performance, scale operations, and simplify your tech stack.

Introduction to Openprise

Discover why duplicate data disrupts lead routing, scoring, attribution, and drives up licensing costs by bloating your database.

The Impact of Duplicate Records

See how Openprise tackles duplicates with a streamlined process that identifies, survives, and merges records automatically.

Openprise Deduplication Solution

Review three sample leads sharing email and phone fields but differing in dates, scores, stages, and blank values before deduplication.

Example: Preparing Duplicate Leads

Step 1: Group duplicates by your chosen fields. Step 2: Apply your rules to pick a surviving record. Step 3: Merge data into a single, enriched record.

Deduplication Steps Explained

View the final surviving record, learn that you can dedupe any object in Openprise, and find out how to get started for your business.

Results, Flexibility, and Next Steps

List Loading with Openprise

In this video, you’ll see OpenPrize in action as it automates list loading for sales and marketing tools. Instead of manually importing spreadsheets, OpenPrize automatically loads your lists, cleans and normalizes the data, tags each record by source, and removes duplicates. You’ll also watch it route qualified leads into your CRM or marketing platform based on your rules. By the end, you’ll understand how OpenPrize streamlines data workflows, saves time, and scales your campaigns without extra work.

OpenPrize makes it easy to automate hundreds of business processes so you can boost campaign performance, scale operations, and simplify your tech stack.

Overview of OpenPrize

Manually loading multiple lists into your sales and marketing tools is time-consuming and error-prone.

The List Loading Challenge

OpenPrize automates the entire process—from list ingestion to routing—saving you time and resources.

Automated List Loading & Routing

The platform automatically loads, prepares, and routes records across multiple sources, unifying tasks and delivering data tailored to your business requirements.

Data Orchestration Platform

Automatically load lists, cleanse and normalize data, tag sources, dedupe within and across lists, route leads by your logic, and insert qualified records into your CRM or marketing platform.

Key List Handling Features

Now that you’ve seen how OpenPrize automates list loading, discover what it can do for your business at OpenPrize.com.

Next Steps & Learn More

Openprise - The Gold Standard for Multi-Vendor Enrichment

RevOps Dimmo Day

Openprise is the first no-code, full-stack data orchestration and automation cloud designed to achieve the highest data quality across your marketing ops, sales ops, and revenue ops processes.

Sales Operations, Marketing Operations, RevOps, Demand Generation, Growth Marketing, Sales/Business Development Ops, Head of Business Development, Salesforce, Business Operations

Openprise is designed for medium to large businesses, typically with 100 to over 5,000 employees. Common users include:

- **Sales Managers**
- **Marketing Directors**
- **Revenue Operations Specialists**
- **Data Analysts**
- **Customer Success Managers**

Industries that benefit most from Openprise include:

- **Technology**
- **Healthcare**
- **Financial Services**
- **Manufacturing**
- **Retail**

([openprisetech.com](https://www.openprisetech.com/press/openprise-secures-25-million-in-series-b-funding/?utm_source=openai))

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For more information, you can visit Openprise's website at [www.openprisetech.com](https://www.openprisetech.com/).

legal_info

Openprise offers several key features:

- **Data Quality Management**: Ensures that business data is accurate and up-to-date.
- **Data Integration**: Combines data from different sources into one unified system.
- **Process Automation**: Automates tasks like lead routing and scoring to save time.
- **No-Code Platform**: Allows users to set up and manage processes without needing programming skills.
- **AI Integration**: Uses artificial intelligence to enhance data processes and provide insights. ([businesswire.com](https://www.businesswire.com/news/home/20231024550443/en/Openprise-Advances-the-RevOps-Market-and-Introduces-DataOps-for-RevOps?utm_source=openai))

features

Openprise stands out by offering a no-code platform that allows businesses to automate complex data processes without needing technical expertise. This enables companies to quickly adapt and scale their operations, ensuring data quality and consistency across all teams. ([openprisetech.com](https://www.openprisetech.com/press/openprise-secures-25-million-in-series-b-funding/?utm_source=openai))

company_uniqueness

Notable companies that use Openprise include:

- **Adobe**: Uses Openprise to manage and automate their data processes, improving marketing and sales efficiency.
- **Nutanix**: Leverages Openprise to integrate data across systems, enhancing their revenue operations.
- **Splunk**: Utilizes Openprise to automate complex workflows and maintain high data quality. ([openprisetech.com](https://www.openprisetech.com/press/openprise-secures-25-million-in-series-b-funding/?utm_source=openai))

best_customers

Companies use Openprise for various purposes, such as:

- **Improving Data Quality**: Cleaning and organizing data to make better business decisions.
- **Automating Marketing Processes**: Streamlining tasks like sending emails and managing leads.
- **Enhancing Sales Operations**: Automatically assigning leads to the right salespeople.
- **Integrating Data Sources**: Bringing together data from different systems for a complete view of customers.
- **Supporting Customer Success**: Providing teams with accurate data to better serve customers.

use_cases

Openprise is a company that helps businesses manage and use their data more effectively. They provide tools that allow companies to clean, organize, and automate their data processes without needing to write code. This helps marketing, sales, and customer service teams work together better and grow their business faster. ([openprisetech.com](https://www.openprisetech.com/press/openprise-secures-25-million-in-series-b-funding/?utm_source=openai))

Lead Routing with Openprise

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