Lead to Account Matching with Openprise

Automate the process of lead to account matching to improve lead routing, account scoring, and attribution

When incoming leads aren’t automatically converted to contacts and associated with accounts in applications like Salesforce and Microsoft Dynamics, many processes like lead routing, account scoring can’t work at their best. That’s why Openprise Lead to Account Matching functionality is so critical.

By combining lead to account matching capabilities in Openprise with data from your marketing automation solution, Openprise delivers new insights into what activities your best accounts are engaged in.

Get the Most Sophisticated Lead to Account Matching Solution You Can Buy

While many lead to account matching solutions merely look at email domains and apply fuzzy logic to identify an account, Openprise Lead to Account Matching takes a far more sophisticated approach to yield more accurate matches, enabling you to:

  • Analyze multiple fields to establish a match.
  • Combine multiple approaches to finding the right match.
  • Cross multiple languages.
  • Eliminate black boxes by letting you tailor the logic to your unique environment, no coding required.

Match Leads to Buying Groups and Demand Units Too

Along with the standard account structures in sales automation and marketing automation solutions, Openprise has the flexibility to match a lead to any custom structures including SiriusDecisons Buying Group and Demand Units, so you can:

  • Match based on any combination of criteria.
  • Execute matches in multiple systems simply your tech stack.
  • Continuously match behind the scenes so that all of your CRM solutions remain up to date.

Openprise can match leads to any custom structure to give you new insights into engagement in Buying Centers and other SiriusDecisions structures.

You can combine Openprise Lead to Account Matching functionality with hundreds of other capabilities to simplify your martech stack and eliminate technical debt.

Do So Much More with a Single Solution

Lead to account matching is just the first step in many complex processes that can also be automated using Openprise. You can dramatically simplify your martech stack and pay off your technical debt with a single platform that uses capabilities like lead to account matching to automate processes like:

  • Lead routing
  • Lead and account deduplication
  • Account and lead scoring
  • Account engagement analysis
  • Whitespace analysis

Ready to see Openprise in action?

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