November 2024
- Andy Hopkins
Custom Ask Cal Answer
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.
Home Page Updates
CaliberMind has reimagined our Home Page with the goal of helping our users quickly jump into relevant data, reports and insights. You will now be able to save your most used pages, read release notes, watch training videos and find out what’s happened since you last signed in.
Quick Link Bookmarks
Quick Links allow you to get to your most frequently used pages with a single click. The Home Page has been updated to allow users to input Quick Links or select from recently visited reports. We now have the ability to bookmark a page from the report itself. When using this workflow you can also select the Saved Filter Set that you want to load when you use the Quick Link. You might want to use a Single Touch Attribution Model to see what is working best with new Leads. You can now create a Saved Filter Set and select that when bookmarking the page and create a use case based Quick Link.
Surge Scoring Linking
We've enhanced the Engagement - Company Tab with additional filtering options, now allowing you to filter by Company Engagement Index and Surge Status. Plus, you can now click directly on the KPI to automatically apply these filters, providing instant visibility into the accounts experiencing a surge in engagement.
Configurable Widgets
Our Analytics Reports are getting another update! You’ll notice that the title of the widget now has a new color. Wherever you see green, you are able to update the widget’s filters from the Dashboard itself. This selection will update the entire page and you will be able to see the filter drawer update as well.
