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Sandboxes/UAT Testing

If Sandbox/UAT testing is required, there is a surcharge of 25% of the platform license cost and the solution services level selected must be Flex.

Data Essentials

Data Essentials is the Openprise basis for additional solutions and development of more advanced use cases, such as segmentation, deduplication, lead-to-account matching, and routing. Data Essentials cleans, standardizes, and infers values to enable your database to be as clean and complete as possible before employing more advanced use cases.

Fields that are cleaned and standardized include Street, City, State, Postal Code, Country, Phone, Email, and Website. Additionally, First Name, Last Name, and Title fields are camel-cased. This solution also provides a simplified version of company names for future use for matching in solutions such as lead-to-account matching.

Data Essentials is available for Salesforce, MS Dynamics, Marketo, Eloqua, Pardot, and Hubspot platforms.

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Basic

Standard

Flex

Data objects

1 standard object (ex: Salesforce Leads, Salesforce Contacts, or Marketo Person)

3 standard objects (ex: Salesforce Leads, Salesforce Contacts, & Salesforce Accounts)

Additional fields for cleaning

Up to 5 fields that are variations on standard fields (ex: mobile phone, personal email, secondary address fields)

Reporting

Per object: Dashboard
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Fields cleansed
Records and fields impact cleansed summary
Fields inferred
Records and fields impact inferred summary

Per object: Dashboard
‍

Fields cleansed
Records and fields impact cleansed summary
Fields inferred
Records and fields impact inferred summary

Per object: Dashboard
‍

Fields cleansed
Records and fields impact cleansed summary
Fields inferred
Records and fields impact inferred summary

Additional data sources or objects

Up to 2 additional non-standard data sources (ex: not Marketo, Salesforce, Pardot, Hubspot, MS Dynamics or Eloqua) OR non-standard objects (opportunities, custom objects)