Tutorials and Use Cases

All Categories > Tutorials and Use Cases

How to use Dashboards

Dashboards are a way to bundle multiple Marketing reports into strategic dashboards that you can then share with specific stakeholders or functional teams (by sharing the direct URL). It can be incre…

Updated 5 months ago by Karolina Veberaite

Using 'Search' Functionality

Having the ability to quickly locate what you're looking for has always been an integral part of CaliberMind, and with the addition of our 'Search' feature, makes finding exactly what you need much q…

Updated 5 months ago by Karolina Veberaite

Customizing Report Visibility (Show/Hide)

CaliberMind is a robust tool that could offer an immense amount of information to your organization. The show/hide feature is a useful tool to help cutomize what reports non-admin users see when they…

Updated 8 minutes ago by Misha Salkinder

How to Manage your Offsite Events using CaliberMind

Summary. Many B2B organizations attend Events as a way of increasing awareness of their brand, meeting with prospects and generating pipeline. One of the difficulties with events is all the work that…

Updated 8 months ago by Eric Westerkamp

How can I manage my BDR/SDR team activities with CaliberMind?

In a lead driven organization your BDR or SDR teams often spend a lot of time pulling up leads in Salesforce, trying to figure out if they are someone they should reach out too, looking to see if the…

Updated 9 months ago by Eric Westerkamp

Combining Engagement Score with Attribution

Description. Watch the video below to see how CaliberMind can be used to combine both top of funnel Engagement scoring with Marketing Attribution to deliver very powerful insights on what marketing p…

Updated 10 months ago by Chris Nixon

Enabling the Sales Teams to see the Entire Buyers Journey

When the sales team engages with an account there are a number of questions they often ask. For instance "Who at this account is engaged", "Are we talking with the right people", "Do we have all the…

Updated 9 months ago by Eric Westerkamp

Searching for a specific account to view their Activity

Finding a specific account in CaliberMind is very easy to do. Let's say you would like to bring up the Activity for the Account CaliberMind on the activity overview page. To do this you would follow…

Updated 10 months ago by Eric Westerkamp

How can I Identify High Risk Opportunities?

As a Sales Leader one of the biggest challenges is quickly understanding which opportunities are real, which are not and which are at risk. Often this entails frequent sales reviews and deep dives on…

Updated 9 months ago by Eric Westerkamp

How does Sales leverage CaliberMind? Some key use cases.

Summary: What are the top use cases for Sales and how they would leverage the capabilities of CaliberMind? This article brings together a number of top use scenarios on how the Sales organization wou…

Updated 9 months ago by Eric Westerkamp

Running a Sales/Pipeline Review with CaliberMind

There are a number of questions that are always asked during a sales review. "Who are you talking with at the account?", "When was that last meaningful engagement", "Do you have all the right stake-h…

Updated 1 week ago by Eric Westerkamp