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 right individuals engaged”, “What information have they already received from my company”, “What has been their journey with marketing prior to me getting involved”. The list is endless, but the answers are easy to find with CaliberMind.
By searching or clicking into a company you will be brought to the Buyer’s Journey tab highlighting recent contacts and their engagements. Events can be grouped by person or sorted chronologically. Helpful details are the person drill in, the event or campaign name and the channel.
The info from the Buyer’s Journey is summarized by CaliberMind’s generative AI feature ‘Ask Cal’ for yet another easy way to digest the latest activity. The prompt outlines who has engaged, the common interactions across contacts and the timeline. Many customers are choosing to push this information to Salesforce to meet Sales reps where they’re at. You can read more about Ask Cal Push to Salesforce here.
Note that you can also click into an individual’s event timeline and easily sort events by a variety of filters like date, interaction type or inbound/outbound touches.
Taken one step further CaliberMind can sync person and account engagement details to Salesforce. With a direct view to CaliberMind the sales team can spend more time focused on making contact, crafting a relevant message and progressing the account through the funnel. They spend less time trying to figure out if the account is relevant, who they should be talking too and what the customers interest is.
Check out a few of the great examples on how CaliberMind would be integrated directly into Salesforce.
 | Right on the Account object in SalesForce view the engagement score and the last time the account engaged with your company in a meaningful way. |
 | On the Details tab see the engagement score, the last time the customer engaged with your company, and the last event that they did.
Additionally you can jump right to the CaliberMind Buyer Journey immediately by clicking on the link. |