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 Level movement. By default, a […]
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 set up their CRM. In […]
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.
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.
Campaign-Program Membership
View the CaliberMind campaign program membership listing. Campaigns are actions designed to generate results in the short, medium, or long term. As a result, they provide a reliable way to measure company efforts so that the return is profitable.
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 get started using custom answers […]
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 improved go-to-market performance. Here’s how […]
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 (Opportunity Creation)
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 select the Saved Filter Set […]
Configurable Widgets
Configurable Widgets Available Our Analytics Reports are getting another update! You’ll notice that the title of the widget now has a new color. 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 able to see the filter […]
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 advertisers are able to track […]
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 deanonymize the user, and be […]