Feature Update: Engagement-Based Funnel

Posted December 12, 2024

Table of Contents

CaliberMind’s Engagement-Based Funnel feature transforms account engagement data into insights by tracking and categorizing accounts based on engagement levels.

Through integration with your CRM’s opportunity stages, the Engagement-Based Funnel provides a comprehensive view of account progression from initial engagement through closed opportunities. With configurable exit criteria and inactivity timeouts, marketing teams can precisely define journey parameters while gaining real-time visibility into account engagement patterns and pipeline development.

What the Engagement-Based Funnel feature does:

  • Automated Engagement Tracking: Monitor account engagement scores daily to identify surging accounts and track movement between engagement levels automatically
  • Flexible Journey Configuration: Customize journey stages with configurable exit criteria and inactivity timeouts to match your organization’s unique pipeline requirements
  • CRM Integration: Seamlessly incorporate your CRM opportunity stages to create a complete view of the account journey from first touch to closed deal
  • Real-time Pipeline Visibility: Gain immediate insights into account progression and engagement patterns to optimize ABX strategies
  • Rapid Configuration: Configure a complete engagement-based funnel in minutes using pre-built engagement templates and intuitive stage configuration tools
 

Want to start using the Engagement-Based Funnel feature? Learn more here.

View Our Other Thought Leadership