Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs | Page 8 of 17

Funnel Configuration – Insights

Funnel settings 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.

July 30, 2024

Using Campaign Lists in Dashboards

Why use campaign lists in dashboards? The Chief Revenue Officer wants to see how tradeshow marketing campaigns have continued to influence customers past the event. Your Marketing Manager would like to view newsletter campaign performance on current opportunities. Your Data Scientist has written a query to select only Campaigns initiated...

July 26, 2024

Using Company Lists in Dashboards

Why Use Company Lists in Dashboards? Your Marketing Manager would like to view attribution from Companies touched by the advertising agency. Your data analyst has crafted a query to select only Companies from trade show interactions. The Revenue Manager wants to see the attribution report with only prospects from the...

Connecting Your Data Warehouse to CaliberMind – Start Here!

If your data team wishes to consolidate all of your data into a single data warehouse, we support multiple methods for transferring the data. For data warehouse specific preferences, read about the most commonly connected data warehouses below.

Data Dictionary

The CaliberMind Data Dictionary stores and communicates metadata about data in your application's data. The data dictionaries serve as guides to datasets. As per a report by Harvard Business Review, data scientists spend 80% of their time finding, cleaning, and organizing data, leaving just 20% for analysis. Understanding the CaliberMind Data...

Common Funnel Issues

Funnels are hard to get right. We’re trying to benchmark stages across multiple objects (lead, contact, account, campaign member, and opportunity), and this is hard to do without an external database or tool designed to bridge object joins in Salesforce.

July 24, 2024

Funnels – Lead, Contact, Account, Opportunity Statuses and Stages

This document outlines Lead, Contact, Account, Opportunity Statuses and Stages as they related to CaliberMind Funnels. Organizations typically have various status and stage fields that are set for the individuals, accounts, and opportunities - which are manually or automatically updated as they are qualified or progress through the sales cycle.

July 22, 2024

Customize Engagement Scoring Models – Start Here!

Engagement Scoring – Start Here! CaliberMind easily integrates with Marketing Automation Platforms, CRM, and other data sources through Connectors. This provides you with a plethora of data, all eligible as attributes in your Engagement Scoring model. Looking for more information on Insights – Engagement dashboards? Click here. Looking for more...

Default ABM Scoring Logic

Scoring can help in understanding and tracking engagement, but first we need to understand the default scoring logic applied in CaliberMind. Overview Pulling person, company, and related event information to score a variety of events that have occurred to help understand engagement Scoring is determined using the weights and accelerators...

Introducing CaliberMind’s Funnels

This document introduces the features and functions of CaliberMind B2B Funnels.

Funnels – Start Here!

Funnels - Start Here! A fast-paced market requires every business to have a marketing strategy. To help marketers, our new funnel app is a tool that provides tactics, dashboards, and reports to help understand…

Marketing & Sales Funnel Foundations

In order to understand the customer's purchase path, we need to understand the funnel. This guide explains marketing funnels and illustrates how to use them to boost your campaigns. Although there are many types of marketing sales funnels we will learn about the general individual segments of the funnel: awareness,...