Tutorials and Use Cases

​How do I use CaliberMind to shorten our sales cycle?

Every business has a goal to grow revenue as quickly as possible. With advanced analytics, we can create more effective marketing strategies, elevate potential CRM or marketing automation system issues, and raise sticking points for the sales team.

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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…

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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 tha…

Eric Westerkamp
Updated 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…

Eric Westerkamp
Updated 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…

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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…

Eric Westerkamp
Updated 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…

Eric Westerkamp
Updated 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…

Eric Westerkamp
Updated 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…

Eric Westerkamp
Updated by Eric Westerkamp

How Is CaliberMind Different From My CRM Attribution?

We often get asked what makes CaliberMind attribution different from what you have natively in your CRM. It often boils down to reducing dependence on data entry and which touchpoints are included in a model.

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CRM Campaign Member Status and Campaign Response Best Practices

How you organize data in your source systems has a direct impact on how it can be leveraged in reports later. We'll talk through common business reporting needs and how statuses and responses can best support those needs.

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How Do I Optimize Advertising Spend?

There are a lot of caveats to take into account when optimizing advertising campaigns. As long as you know what you're optimizing for and the context behind your past advertising choices, the CaliberMind ROI dashboard is a powerful tool.

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Campaign Best Practices Across Systems

We get asked a lot about how people should think about campaigns in their CRM and marketing automation system. This article gives a complete overview complete with comparisons to how CaliberMind supports campaigns.

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Answering Business Questions Using CaliberMind Reports

How to answer and address business questions using CaliberMind Reports - for Marketing managers, directors, VPs Q: Where should we be focusing our marketing spend based on the attribution data?. When…

Matt Mackenzie
Updated by Matt Mackenzie

Which of my leads are the most engaged?

There are always multiple ways to think of something, let alone report on it. We’ll go over a few different ways to answer the question and specify which of those two questions we’re attempting to answer.

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How Do I Know If a Campaign Is Good or Bad?

Campaigns do a broad array of things, so we’ll look at multiple metrics and CaliberMind products to determine whether a campaign is good or bad.

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How to Flatten Your Campaign Structure in Salesforce

Large enterprises with established data structures and budgetary guidelines may need a different approach than this recommendation. The following recommendation is for pre-IPO B2B SaaS organizations…

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