December Roundup
Engagement-Based Funnel
The Engagement-Based Funnel integrates CaliberMind’s Account Engagement with your CRM’s opportunity stages to show account progression from initial engagement to a closed won opportunity. You can monitor surging accounts and automatically track movement between engagement levels. Configurable exit criteria and inactivity timeouts help precisely define journey parameters to give you visibility into account engagement patterns and pipeline development.
Ask Cal Custom Answers
When it comes to making decisions about marketing and sales motions, our customers have a long list of questions. CaliberMind reports can answer many of these questions, but we’ll never cover them all. The Ask Cal Custom Answers feature uses CalberMind’s AI layer to create plain English summaries that answer complex questions about customer data sets. Ask Cal to get answers to your questions today. Here is a link to learn more about individual use cases for Ask Cal.
Configurable Widgets
Check out the newest Analytics Report update! The title of the widget is a new color; wherever you see green, you can update the widget’s filters from the Dashboard itself. This updates the entire page and the filter drawer.
Looking to catch up on previous releases? Here is a comprehensive list of our monthly updates.
