Signing In to CaliberMind
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Connectors / Integrations
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How To Connect AdRoll / RollWorks
How To Connect Google Analytics
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ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
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Connecting Tableau to CaliberMind
Ingesting CaliberMind Data Into Snowflake
Klaviyo connector [Via Fivetran]
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
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Connector Health and Web Tracker Health reports
How to Connect Facebook Ads
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CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
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How to create a list of all Opportunities that have a very low Engagement
People List Upload File Requirements
Campaign List Upload File Requirements
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Creating a List Using the List Builder - Step-by-Step Instructions
Creating Company Lists using SQL
List Builder - Start Here!
Creating Company Lists in List Builder
Where is my Segments Menu?
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How to Map Your Salesforce Opportunity Revenue Field
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
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Object Mapping: Create a Campaign Substitution
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Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
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Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
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Web Tracker and Installation Settings - Start Here!
How Cookie Settings Affect the Analytics.JS Tracking Script
Google Tag Manager (GTM) Ad Blockers
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How to check your AnalyticsJS implementation
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Single Sign On (SSO) Setup
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User Authentication and Provisioning
Insights - Create Multiple Engagement Score Models
How to Change Event Touch Scores
Sales Opportunity Data Model
Engagement Scoring Time Decay - How It Works & How to Change It
Engagement Scoring Models Overview
How to Add or Change Engagement Score Multipliers
Add or Change Engagement Score Filters
Identify users using Intercom Messenger
ABM Best Practices
Using Engagement Score to Trigger an Update in Salesforce
Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
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Linking to CaliberMind Reports in Salesforce
Attribution Models: W-Shaped
Attribution Models: Middle
Chain-Based Attribution Model
Removal effect with a Markov chain model
Attribution Reports Summary
Attribution - CaliberMind versus Embedded Attribution in Salesforce?
Virtual Campaigns in CaliberMind
The A-Shaped Model
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Best Practices for Tracking Return-on-Ad-Spend (ROAS)
CaliberMind Analytics Concepts
Overview of Analytics and Attribution
Filters and Hyperlinks
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Using Tags to Organize Your Lists
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Using Campaign Lists in Dashboards
Using Account Lists in Dashboards
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Return on Ad Spend
Product Attribution Dashboard
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Self-Hosting CaliberMind AnalyticsJS
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How to Manage Your Offsite Events Using CaliberMind
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Combining Engagement Score with Attribution
Enabling the Sales Teams to see the Entire Buyers Journey
Searching for a specific account to view their Activity
How can I Identify High Risk Opportunities?
How does Sales leverage CaliberMind? Some key use cases.
Running a Sales/Pipeline Review with CaliberMind
Building Formulas with Functions
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CaliberMind Insights - Creating Custom Dashboards
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Insights Attribution Dashboards
Insights - Attribution - Start Here!
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Insights - Attribution Overview
Attribution - Campaign Detail
Insights - Attribution - Campaign Type Detail
Insights - Attribution - Channel Detail
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Attribution Overview Dashboard 2.0
Insights Engagement Dashboard
Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
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Insights - Engagement - Person Detail
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Insights ROAS Dashboard
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
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Funnels - Start Here!
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
Sales Funnel Metrics
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Marketing Sales Funnel Foundations
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What is a Starter Funnel?
Funnel Person Inclusion Configuration
Funnel Cohort Analysis Dashboard
Sales Funnel Glossary
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Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Funnel Stage Definitions
Demand Generation Funnel Dashboard
Updated by Eric Westerkamp
As a Sales Leader one of the biggest challenges is quickly understanding which opportunities are real, which are not and which are at risk. Often this entails frequent sales reviews and deep dives on the accounts just to surface which opportunities need focus from the team. What if you could pull a report that quickly identifies these accounts for you - enabling you and the team to spend your time talking about strategies and tactics, not asking core questions just to figure out where the risk lies.
CaliberMind's Engagement Score is a fantastic way of quickly understanding this risk. It ends up that most risk comes from either a lack of engagement or falling engagement at a target company. It can also come from being highly engaged with the wrong people at an organization.
Let's say you want to create a list of Current Opportunities forecast for the quarter, that have LOW engagement. This is extremely easy to do in CaliberMind. As a matter of fact you can review the article here on How to Create a List of Opportunities with Low Engagement. Once you have that list saved on a report, you can jump in and review at any time.
So now that you have identified the list of opportunities with low engagement, you can jump into each and see exactly what is going on. Using the Buyer Journey report review who at the account is engaged, what the last engagement looks like, etc... Using a combination of the scored events, and the timeline of all events it's easy to quickly determine what is going on.
For example, you may see that you are only getting engagement from a single individual at the account. Looking into the timeline you see that both your sales team and marketing have reached out to other stake-holders multiple times with no results. By looking at both the content the marketing team has sent (and failed to generate interest) and who your sales team has called upon - you can create a strategy to get to the stake-holders. At the very least you have a much better idea on where this opportunity stands.
Another way to determine High Risk Opportunities is by understanding if you are highly engaged, but with a small number of individuals. For example you can build out a report that shows you Accounts with Current Opportunities with engagement - but only with 1 or 2 individuals. These are accounts where you are very narrowly penetrated, and are at risk of not having the right stake-holders engaged. It's a great place to start a review with your sales team on how they are going to de-risk the opportunity by broadening engagement. It may be an account you pass back to Marketing and have them start to nurture other individuals at the account.
There are a lot of ways CaliberMind can be used to identify high risk Opportunities. It really comes down to how your and your organization classify those accounts, building a report in CaliberMind that finds and exposes them and then using it in your sales review cycle.