Funnels

CaliberMind Insights

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​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…

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Funnel Trigger Events Dashboard

The CaliberMind Funnel Events Trigger Dashboard visualizes what people engage with at each stage of the funnel. The funnel trigger dashboard reports detail the top campaigns and tactics and help marketers prevent prospects from getting stuck within stages of the marketing funnel by serving engaging content to push potential customers into the next funnel stage.

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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.

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What is a Marketing Funnel?

This document outlines what a Marketing Funnel is. Marketing funnels are the most effective way to shape your business's sales and marketing strategy. This methodology's main objective is to convert prospects into customers and eventually into brand evangelists. Throughout the journey, prospects follow certain steps and achieve curated milestones.

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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.

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Funnel Terms and Concepts

This document covers Funnel Stage Setup in CaliberMind. The following definitions are meant to capture 80% of net new business Starter use cases in the B2B space and can accommodate most businesses with very minor modifications. If you want additional stages or your business does things a little differently, please work with sales and your customer success team.

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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.

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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 Account Already In a Funnel Journey?

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Funnel Configuration

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.

Andrew Hopkins
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Funnel History Event Configuration

Funnel history configuration settings are simple to modify. You are able to create custom history events for use within your custom funnels.

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What channels move journeys through a given stage?

CaliberMind can identify which channels are the most influential for a subset of start and end stages in your funnel (for example, what moves people from MQL to Pipeline or accounts from Aware to Customer).

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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.

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Funnel Trend Dashboard

The CaliberMind Funnel Trend Dashboard is cohorted by the date the funnel stage occurred. A funnel trend dashboard analyzes and reports stage behavior over a defined period of time. The conversion rate is tracked over time and frequency. Based on observable factors, funnel trend analysis compares previous time frames, stages, and forecasts future cohort movements.

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How can I see the number of journeys in or passing through a funnel stage during a period of time?

How can I see the number of journeys in or passing through a funnel stage during a period of time? Introduction. One of the early indicators most marketing teams are given as a goal or key performanc…

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Sales Funnel Metrics

This document outlines common marketing sales funnel metrics on the CaliberMind platform you may use to analyze and score leads during the sales cycle and identify performance gaps.

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What touches are influencing each step in the funnel?

In this article, we’ll discover how we can use CaliberMind to determine which tactics are the most effective in each stage of the journey and compare that information to which touchpoints are the most successful at getting an account to move from an awareness stage to a customer stage.

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How do I see the first event (or "tipping point") in each stage of my funnel?

This CaliberMind knowledge document outlines how to see the first event or tipping point in a marketing funnel

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Funnel Events Technical Documentation

This document outlines Funnel Events in CaliberMind. The driving force within CaliberMind is the "Event" - or a combination of tasks, campaign activity, and other benchmarks that businesses need to analyze their activities. Specific events on the Lead, Contact, and Opportunity records help to define the actions that trigger movement through the funnel stages.

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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, interest, action, opportunity, and customer. Discover how to create campaigns that drive customers through the funnel by analyzing touchpoints.

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Funnel Static Event Configuration

Funnel static event configuration settings are simple to modify. You are able to create custom static events for use within your custom funnels.

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What is a Starter Funnel?

This document outlines what a CaliberMind Starter Funnel is. The CaliberMind Starter Funnel connects directly to Salesforce using standard fields within a common Salesforce environment. The fields shown may be named differently within each unique system. The field names are easily changed to map to your current Salesforce Instance. This dashboard shows up-to-date metrics at a glance.

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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.

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Funnel Cohort Analysis Dashboard

The cohort analysis dashboard categorizes data according to characteristics shared by groups. With the cohort analysis dashboard, patterns in the sales lifecycle can be identified, analyzed, and detected more easily.

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Sales Funnel Glossary

Funnels - Start Here! Every business relies on marketing in today's fast-paced market. To help marketers, our new funnel app is a tool that provides tactics, dashboards, and reports to help understan…

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Where are my customers stuck in journeys?

This document outlines how CaliberMind can help identify where potential customers or prospects are stuck in the journey.

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Funnel Cohort Analysis Use Cases

The following use cases for CaliberMind Funnel Cohort Analysis have been developed based on the perspective of the user type. An explanation of the type of information is provided, as well as a dashboard from where you can easily obtain that information.

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Funnel Data Explore Dashboard

The CaliberMind Funnel Data Explore Dashboard is used to view selected customer data from easy to use predefined lists, associated dimensions, and effortless drill-downs directly to your system's entities. With the data explore dashboard, visualized context from flexible dynamically generated dimensions is possible with a few clicks.

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Use Cases for Funnels

Use cases can be used to identify which lead sources convert at the highest rates and help marketing organizations determine which lead sources should be nurtured instead of passed immediately to sales.

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Sales Funnel Journey Questions and Answers?

This document lists CaliberMind Sales Funnel Journey Questions and Answers including: 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?, and What If a Lead Later Identifies Against an Account Already In a Funnel Journey?

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What is the difference between an Active Journey and a Journey?

Journeys are a concept used in the CaliberMind funnel product to denote a brand interaction with a target prospect (person or account as defined by the type of funnel created).

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How do I know the last event that happened before a journey stage change?

The Funnels Trigger Events dashboard is meant to highlight the campaign and event types that trigger stage conversions, but how your funnel is configured makes or breaks the utility of this dashboard.

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How do I identify stage conversion rates?

If you're wondering whether you have a leak in your funnel or a sticking point in the buyer journey, this use case is for you!

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Funnel Person Status Exits

CaliberMind Funnel Person Status Exits. Print This Page. What a re Person Status Exits? You may want funnel journeys to end based on who the active participants are. Occasionally, a journey may need…

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Introducing CaliberMind's Funnels

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

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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.

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Pressure Event Dashboard 101

Pressure Dashboard 101: This document outlines the various benefits of the CaliberMind Pressure Dashboard helping marketing leaders dig deeper into what channels, industries, and job titles influence different funnel areas.

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Funnel Stage Definitions

This document outlines various Funnel Stage Definitions as they related to Funnels in CaliberMind. The following definitions are meant to capture 80% of net new business Starter use cases in the B2B space and can accommodate most businesses with very minor modifications.

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Demand Generation Funnel Dashboard

This document outlines The CaliberMind Demand Generation Funnel. The CaliberMind Demand Generation Funnel connects directly to a CRM. The fields shown may be named differently within each unique system. The field names are easily changed and mapped to your current CRM Instance.

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