January Roundup
CaliberMind for Sellers
CaliberMind puts account intelligence at sales professionals’ fingertips, giving instant insights into buying group dynamics, engagement patterns, and customer journeys. This saves sellers the effort of piecing together data from multiple systems and delivers the complete picture of account activity in seconds, helping them prioritize outreach and have more meaningful conversations.
Ask Cal for Analytics Reporting
We’re adding Ask Cal to our reporting layer. This will allow you to ask specific questions on widgets by creating a custom prompt so Cal can give you a summary of the data provided. Your query will respect your applied filters and grouping.
Ask Cal Salesforce Push
Give your sales team access to CaliberMind’s Ask Cal Buyer Journey Summaries where they need it most, in Salesforce. You can set up this Flow to deliver Buyer Journey Summaries based on Funnel stage changes or Engagement Score thresholds. Using CaliberMind triggers, push Ask Cal Summaries to all Salesforce objects. Contact your CSM to build your customer use case.
Data Usage Overview Report
The Data Usage Overview provides visibility into which connectors drive the most data usage. By looking at your data usage at the connector and table levels, you can start projecting your usage for the month. If you’ve exceeded your purchased plan, please get in touch with your customer service representative for assistance.
Funnels Analytics Linking
The Funnels Journey Tab contains detailed Funnel Journey information. Access this tab by clicking on various links throughout the Analytics – Funnels Dashboard. Soon, you’ll be able to view the 350 Journeys that reached the MQL stage in the last month simply by clicking the link to the Journeys Report. The Dashboard will pass along your currently applied filters to display the Journeys behind the numbers.
Looking to catch up on previous releases? Here is a comprehensive list of our monthly updates.
