Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs | Page 3 of 17

Enabling the Sales Teams to see the Entire Buyers Journey

When the sales team engages with an account there are a number of questions they often ask. For instance “Who at this account is engaged”, “Are we talking with the right people”, “Do we have all the right individuals engaged”, “What information have they already received from my company”, “What...

August 7, 2025

Two ways to identify prospects that submit a form containing email address using AnalyticsJS

This article assumes you have already installed AnalyticsJS on your website. If you’ve not yet installed AnalyticsJS, read our knowledgebase article on the topic. The identify method in CaliberMind’s analyticsJS is how you associate a prospect on your website to their anonymous cookie id. To automatically identify prospects that submit a form...

August 5, 2025

Attribution – CaliberMind versus Embedded Attribution in Salesforce?

Summary: Learn about the differences between attribution solutions that are stand-alone and live outside of Salesforce.com versus ones that are embedded directly in the CRM. Here at CaliberMind we are often asked by Marketing teams what is the difference between how CaliberMind handles Attribution and other tools that are embedded...

July 13, 2025

Connectors Usage Report: Overview and Anomaly Detection

CaliberMind Connector Health and Web Tracker Health Reports assist in monitoring the status of all connectors, as well as anomaly detection.

July 3, 2025

How do I use CaliberMind’s search functionality?

This document outlines the CaliberMind Account, Campaign, People, Opportunity Search Feature.

June 27, 2025

Flows Status Page

You can view the status of your Flows under Settings/ Flows/ Flow Status Org Admins can see: Name, Template, Last Run, Next Run Org Admins can take the following actions: 1. Enable/ Disable Flow 2. Run Now 3. View Flow’s Log 4. Delete Flow

June 24, 2025

Creating a List Using the List Builder – Step-by-Step Instructions

This document covers topics related to Creating a List Using the List Builder in CaliberMind including: Downloadable Step-by-Step Instructions - Creating a List, Clickable Step-by-Step Instructions, Standard or Custom Lists, Data Types: Company, Campaign, or Person, Refresh Types: Dynamic or Static, How to Use Lists for Reporting

March 31, 2025

Use Case Videos – Creating a List Using the List Builder

This document includes video case studies related to Creating a List Using the List Builder in CaliberMind including: Building a Company List, Building a Campaign List, and Building a Person List.

March 14, 2025

Custom Campaigns

CaliberMind custom campaigns allow the user to create custom campaigns.

March 4, 2025

Adding Custom Columns in Salesforce

This document outlines Adding Custom Columns in Salesforce. Every record in Salesforce contains a number of standard fields. Almost all CRM businesses have standard fields, such as company name, contact, account number, status, date, and amount.add a custom column from cm_account___salesforce and cm_salesforce_lead to be used in the cm_account and...

January 28, 2025

Creating Company Lists in List Builder

Why create an account list? Account lists allow marketing managers and business analysts to filter reports by a set of company_ids. If you utilize a BI Platform you can use your credentials to direct…

Engagement Based Funnels

You can now use your Engagement Scoring to configure a Funnel in mere minutes. We track Engagement Scoring on a daily basis so that you can see Accounts as they are surging and moving from one Engagement Level into the next. Your ABX Funnel will update based on this Engagement...

December 11, 2024