Openprise Features
Lead Intelligence (3)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Management (3)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (5)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Data Sourcing (7)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Data
Receive data and information in real time
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Functionality (6)
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Identification
Correctly identify inaccurate, incomplete, or duplicated data from a data source.
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Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data.
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Normalization
Standardize data formatting for uniformity and easier data usage.
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Preventative Cleaning
Clean data as it enters the data source to prevent mixing bad data with cleaned data.
Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature.
Real-Time Data
Receive data and information in real time
Management (5)
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Reporting
Provide follow-up information after data cleanings through a visual dashboard or reports.
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Automation
Automatically run data identification, correction, and normalization on data sources.
Quality Audits
Schedule automated audits to identify data anomalies over time based on set business rules.
Dashboard
Gives a view of the entire data quality management ecosystem.
Governance
Allows user role-based access and actions to authorization for specific tasks.
Attribution Modeling (7)
Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
Uses machine learning to create an attribution model.
Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Allows the user to create a custom attribution model.
Cross Channel Attribution
Track user conversions from all digital sources
Marketing (5)
B2B Attribution
Provides features for B2B marketers.
B2C Attribution
Provides features for B2C marketers.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Reporting (3)
Dashboards
Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Allows users to build custom reports.
Matching (3)
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (116)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Advertising Management
Manage advertising space and its sales within your network or publication
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Planning
Plan and strategize marketing campaigns
Customer Activity Tracking
A report showing what actions customers perform
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
API
Application programming interface that allows for integration with other systems/databases
Data Import/Export
Import and export data to and from software applications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Predictive Analytics
Predict future data based on historical data sets
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Website Analytics
Track and analyze information regarding website visitors
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Metadata Management
Indexes metadata descriptions for easier searching and enhanced insights
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Import/Export
Import and export data to and from software applications
Customizable Rules
Rules followed by the software/AI can be configured by users to suit their specific needs
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Multiple Data Sources
Allows users to manage data from a number of sources
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Data Migration
Move from one database to another, or upgrade the version of database software being used
Multi-Language
Manage and support multiple languages
Single Sign On
Allow users to access multiple services after entering their login credentials once
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Email Address Extraction
Extract email addresses from multiple data sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Mapping
Track the management and flow of data throughout the organization
Address Validation
Verifies and confirms the accuracy of an address
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Version Control
Track revisions and updates made to files and navigate between different versions
API
Application programming interface that allows for integration with other systems/databases
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Data Discovery
Discover and connect variety of data sources to the application for analysis
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Lead Generation
Manage the process of attracting and converting business prospects into leads
Data Integration
Combining data from different sources and providing a unified view
Customer Activity Tracking
A report showing what actions customers perform
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Capture
Automatically identify and save contact information of potential customers
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Personalization
Adjust communications based on previous interactions or personal preferences
Campaign Planning
Plan and strategize marketing campaigns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavioral Analytics
Track and analyse user behavior within a system or network
Email Tracking
Track delivered, received, and opened emails
Campaign Analytics
Track and interpret campaign performance metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customer Profiles
Record customer information, purchase history, and other notes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multiple Data Sources
Allows users to manage data from a number of sources
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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