## Route every lead right. The first time.

Your routing accuracy is only as good as your data accuracy. Openprise cleanses, enriches, and matches every incoming record before your routing logic runs, so your rules work the way you designed them.

Data gets cleaned before routing begins

Openprise standardizes, enriches, and matches records against your account database before any routing logic fires. Your routing rules get the clean, complete data they need to make the right call — every single time.

Lead-to-account matching that actually scales

Openprise matches incoming leads to existing accounts using company name, email domain, website, and location — with AI fuzzy matching to catch the variants rule-based logic misses. The right account owner gets the lead. Not a queue.

Territory changes without the chaos

When territories shift, Openprise re-routes automatically. Update your routing table once and Openprise applies the new logic across your entire database — no manual reassignments, no spreadsheet handoffs, no week of cleanup.

## Built for Ops teams who own the routing logic

Your routing rules handle account hierarchies, global territories, segment splits, round-robin assignments, and rep availability. No two companies run routing the same way. Openprise's no-code rule builder lets your Ops team own every layer of that logic — and update it instantly when the business changes — without filing an IT ticket or waiting on a developer.

“Data flows in, we have a lead-to-account matching step within Openprise with confidence levels of high, medium, and low, based on company name, email domain, website, and geographic location. If we have a very clean record… we can immediately convert that to a contact, assign it to the account owner, and they have that lead within minutes.”  
  — Joe Giacalone, Senior Manager, B2B Marketing Operations, Teladoc Health

# Replace your Ops stack

You have 30 tools. None of them agrees. Replace the point-solution sprawl with a single platform built for every GTM data workflow your team runs.

## Point Tools

- **Limited to single use cases**  
  Setup time: Weeks  
  Workflow complexity: Basic logic only  
  Integration coverage: Limited  
  Maintenance burden: High  
  Coding required: Yes

## Openprise

- **Built for RevOps workflows**  
  Setup time: Days  
  Workflow complexity: Advanced logic included  
  Integration coverage: Extensive  
  Maintenance burden: Minimal  
  No coding required: Yes

# Questions

[**Why do so many routing implementations fail, and how does Openprise fix that?**](/content/solutions/matching-and-routing#/index.html)

Most routing failures are data failures, not logic failures. A routing rule that says "route to the account owner" only works if the lead is correctly matched to an account. A rule that says "route to the EMEA team" only works if the country field is clean and standardized. Routing tools that don't fix the data first are routing rules running on a broken foundation. Openprise treats matching and routing as one connected workflow: cleanse the record, enrich it, match it to the right account, then apply routing logic against clean, complete data.

[**How does Openprise handle lead-to-account matching when company names don't match exactly?**](/content/solutions/matching-and-routing#/index.html)

This is where AI fuzzy matching changes the outcome. Standard lead-to-account matching checks individual fields — company name, domain, address — against your account database. It fails when a lead comes in as "Cisco Canada" and the account is "Cisco Systems." Openprise's AI fuzzy matching evaluates all fields together as a whole, the way a human reviewer would, to find the best match even when individual fields don't align perfectly. Adding AI fuzzy matching on top of your existing rule-based matching typically improves match rates by 10% or more.

[**How does Openprise handle complex routing scenarios — multiple CRMs, global territories, hierarchies?**](/content/solutions/matching-and-routing#/index.html)

Openprise is built for exactly this kind of complexity. Teladoc Health runs a single Marketo instance that feeds routing logic into two separate Salesforce instances simultaneously — all orchestrated through Openprise. Their routing flow handles lead-to-account matching with confidence levels (high, medium, low) and then routes unmatched records through a separate territory-based table that Ops maintains directly as a data source in Openprise. Territory changes propagate automatically.

[**What happens when a lead can't be matched to an existing account?**](/content/solutions/matching-and-routing#/index.html)

Openprise gives you control over the unmatched fallback logic, not just the happy path. You define what happens when a lead doesn't match at high confidence: route to a holding queue for manual review, assign to a territory-based rep based on geography, create a new account and assign the lead, or send to a different workflow entirely. For example, a customer built a confidence-level framework directly into their Openprise matching logic — high-confidence matches convert and route immediately, lower-confidence matches go through a secondary process. The result is that no lead sits unaddressed. Every record follows a defined path, even the ones that don't match cleanly.

[**Can Openprise handle routing rule changes without requiring IT support or a developer?**](/content/solutions/matching-and-routing#/index.html)

Yes. This is one of the core reasons enterprise Ops teams choose Openprise over iPaaS-based routing solutions. Routing tables in Openprise are maintained directly by your Ops team — uploaded as data sources, updated when territories change, and applied automatically to all new and existing records without a development cycle. When your sales territories shifted, their Ops team updated the routing table in Openprise and the new logic propagated across the entire database automatically. No IT ticket. No sprint. No week of cleanup.

[**How does lead-to-account matching work in Salesforce, and why does native matching fall short?**](/content/solutions/matching-and-routing#/index.html)

Salesforce's native lead-to-account matching uses basic field comparison, typically email domain and company name, to link incoming leads to existing account records. It works for straightforward cases where the data is clean and consistent. It breaks when company names have variations, when email domains are generic, or when leads come in through third-party list imports with inconsistent formatting. Openprise's lead-to-account matching uses AI fuzzy matching that evaluates multiple fields simultaneously, the way a human reviewer would, to find the best account match even when individual fields diverge. The matched account then drives your routing logic, your territory assignment, and your CRM record ownership in Salesforce.

[**What is the best way to automate lead routing in Salesforce for a large or global sales team?**](/content/solutions/matching-and-routing#/index.html)

The most reliable lead routing automation for large or global sales teams combines three things: clean, enriched data at the point of entry; accurate lead-to-account matching before routing logic fires; and a maintainable routing table your Ops team can update without IT support. Openprise handles all three in a single connected workflow. Records are standardized and enriched before matching runs. Leads are matched to accounts using AI fuzzy matching that handles the edge cases native Salesforce tools miss. Routing rules then run against clean, matched data and write assignments back to Salesforce automatically. When territories change, your Ops team updates the routing table in Openprise and changes propagate immediately.