Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs | Page 4 of 17

Working with Account Hierarchies in CaliberMind

What Are Account hierarchies? Account Hierarchies are a critical component of most enterprise B2B CRMs. They help and manage and represent the complex structure of a multi-tiered organization. For example, different brands, physical locations, SaaS orgs, or by business function are just some of the variety of ways businesses may...

December 9, 2024

Choosing the Right Attribution Model

Each attribution model answers a different business question. We'll highlight the most common uses for each model so you're better equipped to choose the right attribution model for your organization's needs.

December 6, 2024

Company or Account Detail – Search Results

When people search for an account in CaliberMind, they'll be presented with a wealth of information! Check out the article to see a detailed description of each possible option.

Ask Cal Custom Answers: Use Cases

Use Cases for Ask Cal Custom Answers Ask Cal combines the consolidated marketing data in CaliberMind with the power of Generative AI to create unique insights for your marketing and sales organizations. In this article, we cover the key features of the platform as well as several use cases to...

November 21, 2024

Ask Cal: Custom AI Answer

Ask Cal: Custom AI Answer Ask Cal Custom Answers allows CaliberMind users to ask specific questions about any custom dataset and receive instant, plain-English insights. Marketing and sales teams can quickly analyze complex data sets beyond what is offered in our standard reports, unlocking deeper insights for data-driven decision-making and...

November 20, 2024

Attribution Overview: Summary Tab

This dashboard view in the Analytics module shows you aggregated Attribution data, allowing you to use several "Group By" options to give you different data sets as options for different narratives in your data storytelling. You can see which activities have been most successful at contributing to creating your opportunities...

November 19, 2024

Quick Link Bookmarks

Access your most frequently used reports with a single click The CaliberMind Home Page has been updated to allow users to input Quick Links or select from recently visited reports. We now have the ability to bookmark a page from the report itself. When using this workflow, you can also...

November 12, 2024

Widget Group-By Selectors

Many standard widgets in CaliberMind have in-line group-by and dimension toggles. You’ll notice that the title of the widget has a green link. Wherever you see green, you are able to update the widget’s filters from the Dashboard itself. This selection will update the entire page and you will be...

November 11, 2024

UTM Parameters Formatting and Best Practices

UTM Parameters Formatting and Best Practices UTM parameters are one of the most effective ways for marketing operations to track where their audiences are coming from and what campaigns are working best. Introduction UTM parameters are added to the end of a URL or page link so that marketers and...

November 6, 2024

Using AnalyticsJS with Qualified

The interactions that your team has with users within the Qualified messenger on your website can be used to trigger the AnalyticsJS Identify event. After inserting just a few lines of code, anytime a web visitor provides their email address into the Qualified messenger, the interaction will be used to...

October 29, 2024

CaliberMind Home Page – Updated

Home Page & Navigation CaliberMind has reimagined our Home Page with the goal of helping our users quickly jump into relevant data, reports and insights. You will now be able to save your most used pages, read release notes, watch training videos and find out what’s happened since you last...

October 23, 2024

How to Connect: Google Sheets

Google Sheets Integration and Quickflow Popular use cases: Overview Connecting Google Sheets to CaliberMind: Creating a CaliberMind list from a Google Sheets tab: SELECT *FROM google_sheets.[sheet name] Example: SELECT *FROM google_sheets.channel_budget To push a CaliberMind list to Google Sheets: Option 1 – Quickflow Option 2 – Standard Flow Running this...

October 21, 2024