We’ve always been fascinated by Open Data—the vast body of public information that can be freely used, shared, and built on by anyone. So much so that when it came time to choose a name for our company we decided on Openprise, which reflects the huge opportunity we see in leveraging Open Data to help …

When people ask us who Openprise competes with, our usual response includes manual processes, spreadsheet macros, the rules engines in Salesforce / Marketo / Eloqua, and custom solutions. The things Openprise replaces, in terms of frequency, is in that order. Because we help people eliminate so many manual data manipulation tasks, we often encounter many …

The overarching theme at last week’s Marketing Nation Summit was, without a doubt: the engagement economy. We found these three ideas from the Summit especially refreshing, and believe they will inspire and help you boost engagement and ultimately, drive revenue. LESS IS MORE. ENGAGE CUSTOMERS WITH SCARCER, BUT HYPER-TARGETED EXPERIENCES. The average person receives 500 …

Golden Globe-nominated actor and HitRECord online production company founder Joseph Gordon-Levitt shared his vision on what it takes to build an online community. We Marketo users are as close to a cult as they come in enterprise software. Many of us have attended Marketo Summit for many years and look forward to catching up with …

To conclude this blog series on deduplication, to bring it all together, let’s highlight five key take-aways. 1. The Hard Parts are the Surviving Logic & Merge Deduplication is not a simple and trivial task, despite what your solution vendors may say. Vendors like to talk about how comprehensive their duplicate identification algorithm is, but …

This blog post would have been perfect right before Valentine’s Day, but hey, things don’t always happen when you want them to. In the past two weeks we received two inbound referrals that were the result of dinner conversations between significant others. In the first case, the husband ran a demand gen team for a …

There’s no doubt that this is the age of data-driven marketing. In fact, if you’re a marketer seeking new employment, that term better be in your resume and interview answers somewhere. Today, there’s a constant stream of new marketing and sales technologies offering you more data, more insight, more intent, and more buying signals–as if …

Not all duplicate records are created equal and not all duplicate records should be removed. There are many business situations where duplicate records should be kept. We like to call these “legitimate dupes.” Here are some of the more popular cases of legitimate dupes we see: Brokers and Channel Partners Many businesses sell through partners. …

When you merge duplicate records, depending on the system you are working with, there can be many situations where your merge will not be allowed. Here are the most common ones we see in Salesforce.com and how to remediate them. Merging a Lead with a Contact You can’t merge records of different object types. Although …

So far we’ve covered all the required planning, setup, and automated deduplication steps, including the first three steps: Identifying the duplicates Picking the surviving records Merging the non-surviving records into the surviving records Frequently, the next step is manually reviewing and overwriting the automated dedupe results. We have a very clear and strong position on …