Openprise Pros and Cons

Strong Database and storage modules and flexible options to arrive at different and complex lead routing methods Review collected by and hosted on G2.com.

The UI can be made better for navigation and configuration. Review collected by and hosted on G2.com.

Openprise solves a considerable chunk of our data problem, from duplicates to list loading. I like that we can have one robust tool to solve those problems and more. Review collected by and hosted on G2.com.

I do think that the website/app portal can be a bit overwhelming. There are many features within Openprise that are not available to us based on the package we chose, which is totally fine, but I feel like they are still there and are just cluttering the space. Between the website and the app portal, it can get overwhelming, especially for new clients like us. Review collected by and hosted on G2.com.

Message to Enterprise Application Leaders and the Office of the Chief Architect:

Think of OpenPrise as an enabler for over 50 to 100 capabilities that the enterprise will have to build through the various stages of growth such as Lead Management or Partner Management. Don’t be stuck in the mud and unable to build capabilites and/or arm your lines of business with answers to some of their most pressing questions:

1/ How many partners have gone through our technical training and of those partners, what is the total ARR over the last 3 years? And how much MDF have we disbursed to them over the same time period?

2/ What’s the best performing sales patch by zip code and how much marketing spend allocated to that zip code?

OpenPrise can help you answer these questions and much, much more

Tech Debt

I know OpenPrise offers powerful set of capabilities for Marketing teams for lead orchestration and data deduplication but it can help you reduce tech debt: Identify leads, contacts, accounts with any conditions so you can make decision to purge or keep; reduce the size of your data and notice and improve performance of your CRM by eliminating run time errors.

M&A / Org Merge / Split Orgs

Route all data through OpenPrise , filter and match, then push it to where you need it to go. I wish I had this when I did a Salesforce org merge in 2019. That project nearly killed me!

Build Highly Differentiated Capabilities

Use OpenPrise to call a lead real time. Yes, you heard that right. When a lead is sent to you, auto-dial the prospect. If you can imagine it, OpenPrise can help you build it.

Don’t let your App stack be the anchor holding you back from awesome-ness. Be agile or your competitors will. Get OpenPrise. Review collected by and hosted on G2.com.

I'd like for our internal power users to be the primary people configuring OpenPrise. They currently rely on OpenPrise to do the rule building and other configuration work. OpenPrise should consider making the UI/UX easier for marketing and other power users to adopt. Review collected by and hosted on G2.com.

I like the variety of ways it offers to infer, enrich, clean up, and de-duplicate your data and then automate those functions. I've set up several automated jobs that routinely clean up our database. When I started using Openprise I couldn't access custom tables in Marketo through the tool, but they put it on their roadmap and now I am using a custom table in an automated job. It's so nice to work with a company that listens to your needs and implements such a feature. Review collected by and hosted on G2.com.

I wish there was a graphical user interface to better visualize what tasks are impacting a field. Also, sometimes the job errors are not very clear, but my customer support contact let me know they are working on improving this. Whenever I have shared feedback or requested a feature the support team has been very open to new ideas. Review collected by and hosted on G2.com.

One of the best benefits is the customer support we receive. Grant Saechao has been one of our best assets to using and integrating Openprise. Review collected by and hosted on G2.com.

So far, I haven't found anything I particularly dislike. Review collected by and hosted on G2.com.

Openprise is data orchestration at its finest. Openprise provides mutliple facets of improvement to our data. We've used the system to cleanse, gauge the health, create an Eloqua audit log, automate processes, fill data gaps, and more. Review collected by and hosted on G2.com.

The only negative is that there is a steep experience curve. The good news is that you work with a crackerjack team that will patiently train and guide you while you learn and become independent in the system. Review collected by and hosted on G2.com.

If there are some limitations in automation, data cleansing, or data manipulation on Salesforce, Openprise more than likely provides another solution to those needs. The tool has transformed the way our organization does lead routing and provides a plethora of templates and recipes to make the building process as simple as possible. Openprise support has also gone above and beyond for our organization to understand our project visions, and have offered prompt guidance for them. The team actively listens to the needs of their customers in a community conference and keeps us informed of upcoming features to support us. Review collected by and hosted on G2.com.

The user interface for the tool and the templates can take a few training videos to grow accustomed to. A few iterations of updates that include more help text, descriptions, and examples will come a long way in helping a user fully utilize and understand what Openprise has capabilities of doing. Review collected by and hosted on G2.com.

Flexible, seemingly endless possibilities, reasonably intuitive, excellent support, constantly evolving. Review collected by and hosted on G2.com.

UI could use a bit more refinement. It can be challenging to keep jobs organized and the instance tidy. Review collected by and hosted on G2.com.

Hands down it's the support team. They are not only knowledgeable about their platform and capabilities, but they have invested the time to learn our systems, processes, and goals. I can bring them any problem I need to solve and they will provide several options on how to approach it. I consider my Openprise team as an extension of our team, not a vendor. The platform itself is extremely flexible, allowing us to use it for multiple scenarios. Review collected by and hosted on G2.com.

The only downside I've experienced is that any changes that we need to be made to a job, we have to submit a request for. We can not log in and make a change ourselves. But since our support team is amazing this is really not an issue. Review collected by and hosted on G2.com.