Account-to-Lead (A2L) Matching
Account-to-Lead Rolling out Account-Based Marketing (ABM) and Account-Based Sales (ABS) can be a BIG organizational change. A2L is an alternative strategy for companies with very ingrained (Lead-Centric) processes. When is A2L right for me? Does the process below sound familiar? If so, you may want to pilot an A2L process as a next step. Essentially, […]
Lead-to-Account Matching (L2A)
When systems like Salesforce and Marketo were designed, the B2B world thought in 2 camps of people – Leads and Contacts. These systems were not built to properly manage the concept of "People" and "Companies" out of the box. CaliberMind allows you to automatically manage this discrepancy. Since all data is just… DATA to CaliberMind, […]
CaliberMind’s Most Popular Flows | Automations
CaliberMind provides a data governance layer to your organization’s connected systems through automated processes known as Flows. These personalized data recommendations are determined during the “Data Hygiene Review” performed in Week 1 of CaliberMind onboarding.
Add a Quick-Flow to Salesforce Campaign
Campaigns are the cornerstone for tracking marketing ROI and attribution. They allow you to group leads and contacts (people) by a certain outreach, tactic or channel so as to deliver marketing mater…
Setting Up Workflow – Lead Deduplication
Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there is matching information) to reduce […]
Setting Up Workflow – Website Repair
How does it work? If an account does not have an organization domain associated with them, the CaliberMind platform will use the email address of main points-of-contacts to identify the company's domain, making it much easier for data enrichment platforms to provide you with additional data points. The high-level process: Find accounts with no website […]
Setting Up Workflow – Account Deduplication
Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there is matching information) to reduce […]
Setting Up Workflow – Contact Deduplication
Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there is matching information) to reduce […]
Flows Status Page
You can view the status of your Flows under Settings/ Flows/ Flow Status Org Admins can see: Name, Template, Last Run, Next Run Org Admins can take the following actions: 1. Enable/ Disable Flow 2. Run Now 3. View Flow’s Log 4. Delete Flow