Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs | Page 6 of 17

Funnel Person Inclusion Configuration

Funnel Person inclusion configuration settings are simple to modify. You are able to include or exclude multiple person-related fields that target your specific ICP ensuring a higher conversion rate.

August 16, 2024

Funnel Person Status Exits

CaliberMind Funnel Person Status Exits Print This Page What are Person Status Exits? You may want funnel journeys to end based on who the active participants are. Occasionally, a journey may need to be terminated if there is no one qualified to continue at the company at the beginning of...

Funnel Stages Configuration and Stage Definitions

Funnel stage configuration settings are simple to modify. If you want additional stages or your business does things a little differently, please work with sales and your customer success team.

Funnels FAQs Technical Documentation

This document lists CaliberMind Funnel Frequently Asked Questions (FAQs) including: Which Accounts Can Enter This Funnel?, What If Someone Leaves the Funnel Early?, What If More Than 1 Person at an Account Responds?, Can a Lead Enter or Trigger a Journey Stage?, What If a Lead Later Identifies, Against an...

Funnel Company Inclusion Configuration

Funnel Company inclusion configuration settings are simple to modify. You are able to include or exclude multiple company-related fields that target your specific ICP ensuring a higher conversion rate.

Event Explore for Funnels

Setting up your funnel can be tricky if you aren't familiar with the cm_event table schema in CaliberMind. The Event Explore is your shortcut to finding field labels and the values to use when setting up your funnel stage logic.

Engagement Overview: People Tab

Common Use Cases & Questions Answered with the People Tab If you’re a Sales Manager who needs to evaluate the performance of your sales team members: If you’re a Marketing Analyst looking to assess the impact of marketing campaigns on individual job levels: If you’re a CMO looking to gain...

August 13, 2024

Engagement Overview: Campaigns Tab

Common Use Cases & Questions Answered with the Campaigns Tab If you’re a Digital Marketing Manager looking to assess the overall performance of digital marketing campaigns: Utilize the “Contribution to Score Over Period” widget with a default “Group By” selection of “Campaign Type.” Analyze the month-over-month contribution to the overall...

Engagement Overview: Explore Tab

This Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

Engagement: Summary Tab

Common Uses Cases & Questions Answered with the Summary Tab If you’re a Marketing Analyst looking to analyze and monitor the engagement trends of companies over the last 30 days: Set the “Date Period” filter to “Last 30 Days” Review the “Active Companies” and “Change Last 30” KPI metrics to...

Engagement Overview: Companies Tab

The CaliberMind Engagement Overview Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

How To Connect: Outreach

Why Connect Outreach? While Outreach interactions are normally integrated with your CRM, there are some key data points that can be extremely helpful to your SDR or sales teams. Even internally at CaliberMind, we’ve had a ton of questions from our sales team about which of their sequences or campaigns...