The Comprehensive Survival Guide for Lead Routing and Account Assignment

Routing leads and assigning accounts to sales reps is fundamental. But it can be confusing when every company has its own processes, they often change, and there are many solutions that help automate.

Download this guide to:

  • Understand basic routing and assignment use cases.
  • Identify common business requirements.
  • Scope your technology needs.
  • Select the best technology options.
  • Implement deployment best practices.

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Openprise automates all the painful, manual processes that sales automation and marketing automation solutions don't. Openprise is a data orchestration platform that allows data-driven marketing and sales teams to automate hundreds of business processes like list loading, data cleansing, deduplication, lead-to-account matching and many more. Openprise is designed from the ground up for CRM, so it has the business rules, best practices and data built right in, and it seamlessly integrates with solutions like Marketo, Oracle Eloqua, Pardot, Microsoft Dynamics and Salesforce so you're up and running fast. Openprise customers experience improved campaign performance and execute faster, with fewer resources.