Account Scoring and creating an Ideal Customer Profile or ICP can be a daunting process, but Openprise can make this seamless, even allowing for regular changes to happen without impacting bandwidth of team members.
We enable you to produce a demographic and behavior score for both person records and accounts. Unlike Marketing Automation Platform scoring solutions, Openprise provides the ability to test different scoring models prior to launch, allows easy to manage maintenance and updates, and can deliver multiple scoring models for different regions or verticals.
Additionally, you can include lead activity in the account grading without having to convert the leads to contacts first.
Prerequisites
- Data Essentials (Cleansing) is required prior to building your Scoring/ICP model
- Segmentation for Industry, Company Size and Company Revenue
- We strongly recommend that deduplication of the objects being scored (e.g. Salesforce Leads, Contacts and Accounts or Marketo Lead records) is completed prior to scoring to prevent double counting of activities and individuals associated with the accounts.
Please reach out to your Customer Success Team to discuss implementing Scoring/ICP!