System Overview

Getting Started

New to CaliberMind? This section is for you! Here we cover the VERY basics, like logging into the app.

3 articles by 1 author

Connectors / Integrations

CaliberMind allows quick and easy integration of all your favorite Marketing and Sales systems. Best of all, most connections are bi-directional; we can read and write data on-the-fly to your systems as needed.

36 articles by 10 authors

Developer Guide

Our Developer Guide is for the most data-savvy in your organization. We'll show you the ins and outs of the CaliberMind schema, including our in-depth data dictionary.

2 articles by 2 authors

List Builder

Leverage List Builder as a replacement for grunt-work done in spreadsheets. Query ALL your data in near real-time, run powerful calculations, or build lists of target accounts for ABM.

15 articles by 7 authors

System Configuration

Our System Configuration section of HelpDocs will introduce you to the brains behind CaliberMind. If you want to know how to limit the data your organization sees, swap out key fields, or normalize data, System Configuration is exactly where you need to be.

8 articles by 3 authors

Web Tracker Installation & Settings

CaliberMind's JS Analytics web tracker is a crucial aspect of your ability to see a comprehensive view of your buyer's journey. This folder includes how-tos and use case examples of why and where to install this snippet of code.

12 articles by 5 authors

Flows

If the System Configuration section shows you the brains behind CaliberMind, Flows are the brawn. Flows do the dirty work of pushing data into your source systems for better data hygiene and greater visibility for teams that spend all of their time outside of CaliberMind.

8 articles by 5 authors

User Administration & SSO

Staying on top of security is mission-critical in this day and age. This section covers granting and taking away access to the CaliberMind app and setting up single-sign-on for a better user experience.

3 articles by 2 authors

Model Configuration

Engagement scoring isn't a "Set it and forget it" kind of thing. Check out CaliberMind's scoring model configuration options and keep iterating.

6 articles by 2 authors

Sales Opportunity Data Model

Sales Opportunity Data Model. Using the Sales-Opportunity Data Model, you can perform simple reporting using tables that will look familiar to Salesforce customers. Person List, Campaign List, Account…

Updated 2 months ago by Scott Lawrence

(opens in a new tab)