CaliberMind Features
Reports (5)
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Self Service (6)
Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Discovery
Users can drill down and explore data to discover new insights.
Search
Ability to search global data set to find and discover data.
Collaboration / Workflow
Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Advanced Analytics (3)
Predictive Analytics
Analyze current and historical trends to make predictions about future events.
Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques.
Big Data Services
Ability to handle large, complex, and/or siloed data sets.
Building Reports (4)
Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Metrics (9)
Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
Standard Event Tracking
Software automatically tracks standard user actions.
Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
Retention
Accurately measure bounce rate.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert via a certain action.
Funnels
See how many users proceed down a certain path to conversion.
Reporting (10)
Real-Time Reporting
Obtain live data for who is currently accessing your site.
Trending
Report on how any user activity has changed over time.
Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
Unification Across Devices
Able to unify user data across devices, recognizing returning users.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Dashboards
Based on 94 CaliberMind reviews and verified by the G2 Product R&D team. Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
Based on 91 CaliberMind reviews and verified by the G2 Product R&D team. Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Based on 84 CaliberMind reviews and verified by the G2 Product R&D team. Allows users to build custom reports.
Other (7)
User Data
Able to access user-specific data such as location, language, gender, and activity while on the site.
Site Search Reporting
Report on keywords used in internal searches.
Load Time Monitoring
Track load times on different devices and systems.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
E-Commerce
Track revenue and transactions.
Promotional Messages
Able to deploy promotional or other pop-up messages based on user actions.
Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Administration (4)
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
QA Testing
Able to test that event and variable setup are reporting data accurately.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Lead Intelligence (9)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 61 CaliberMind reviews.
Account-level Insights
As reported in 74 CaliberMind reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. This feature was mentioned in 72 CaliberMind reviews.
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
Based on 30 CaliberMind reviews. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. 34 reviewers of CaliberMind have provided feedback on this feature.
Lead Analysis
As reported in 32 CaliberMind reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Management (9)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. 70 reviewers of CaliberMind have provided feedback on this feature.
Predictive Scoring
Based on 68 CaliberMind reviews. Automatically scores prospects based on behavior and engagement levels.
Account Identification
As reported in 71 CaliberMind reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. This feature was mentioned in 33 CaliberMind reviews.
Predictive Scoring
As reported in 31 CaliberMind reviews. Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. This feature was mentioned in 32 CaliberMind reviews.
Marketing Campaigns (16)
Omni-Channel Tracking
As reported in 69 CaliberMind reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
As reported in 66 CaliberMind reviews. Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. 73 reviewers of CaliberMind have provided feedback on this feature.
Opportunity Timeline
Based on 74 CaliberMind reviews. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Based on 73 CaliberMind reviews. Allows for custom report types to match the goals of a company.
Journey Analytics
Provides tools to analyze every stage of the customer journey to customize an account-based funnel. 69 reviewers of CaliberMind have provided feedback on this feature.
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Omni-Channel Tracking
As reported in 34 CaliberMind reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue. This feature was mentioned in 32 CaliberMind reviews.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. 34 reviewers of CaliberMind have provided feedback on this feature.
Opportunity Timeline
Based on 32 CaliberMind reviews and verified by the G2 Product R&D team. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company. 33 reviewers of CaliberMind have provided feedback on this feature.
Campaign Execution (4)
Website Personalization
Based on 24 CaliberMind reviews. Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Based on 33 CaliberMind reviews. Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content. 31 reviewers of CaliberMind have provided feedback on this feature.
Email Campaigns
As reported in 28 CaliberMind reviews. Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Marketing Operations (4)
ROI Tracking
Based on 68 CaliberMind reviews and verified by the G2 Product R&D team. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Based on 72 CaliberMind reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Based on 64 CaliberMind reviews and verified by the G2 Product R&D team. Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Based on 68 CaliberMind reviews and verified by the G2 Product R&D team. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Campaign Activity (6)
Campaign Insights
Based on 74 CaliberMind reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Based on 75 CaliberMind reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Based on 65 CaliberMind reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Based on 68 CaliberMind reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels
Brand Optimization
Based on 57 CaliberMind reviews. Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Based on 56 CaliberMind reviews and verified by the G2 Product R&D team. Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Data Sourcing (2)
Data Enrichment
Based on 17 CaliberMind reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles.
Expandability
Based on 20 CaliberMind reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data.
Intelligence (3)
Marketing Metrics
Based on 19 CaliberMind reviews and verified by the G2 Product R&D team. Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Based on 18 CaliberMind reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes. 15 reviewers of CaliberMind have provided feedback on this feature.
Attribution Modeling (6)
Single-Touch Attribution
Based on 90 CaliberMind reviews and verified by the G2 Product R&D team. Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
Based on 94 CaliberMind reviews and verified by the G2 Product R&D team. Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
Based on 79 CaliberMind reviews and verified by the G2 Product R&D team. Uses machine learning to create an attribution model.
Cross-Device Attribution
Based on 74 CaliberMind reviews and verified by the G2 Product R&D team. Tracks customer interactions across mobile and desktop.
Offline Attribution
Based on 78 CaliberMind reviews and verified by the G2 Product R&D team. Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Based on 81 CaliberMind reviews and verified by the G2 Product R&D team. Allows the user to create a custom attribution model.
Marketing (4)
B2B Attribution
Based on 85 CaliberMind reviews and verified by the G2 Product R&D team. Provides features for B2B marketers.
B2C Attribution
Provides features for B2C marketers. This feature was mentioned in 58 CaliberMind reviews.
Marketing Channels
Based on 90 CaliberMind reviews and verified by the G2 Product R&D team. Enables marketers to track multiple marketing channels.
Integrations
Based on 87 CaliberMind reviews and verified by the G2 Product R&D team. Integrates with other sales, marketing, and advertising software.
Data Preparation (2)
Connectors
Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.
Data Governance
Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data
Data Modeling and Blending (3)
Data Querying
Using formulas based on existing data elements, users can create and calculate new field values
Data Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Blending
Allows the user to combine data from multiple sources into a functioning dataset.
Platform Basics (2)
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (3)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Automated Alerts
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Matching (3)
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. 23 reviewers of CaliberMind have provided feedback on this feature.
Account Tiebreakers
Based on 22 CaliberMind reviews. Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
As reported in 25 CaliberMind reviews. Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
As reported in 21 CaliberMind reviews. Automatically routes matched leads directly to account owners.
Multi-Objects
As reported in 21 CaliberMind reviews. Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions. This feature was mentioned in 20 CaliberMind reviews.
Working Hours
Based on 19 CaliberMind reviews. Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible. This feature was mentioned in 20 CaliberMind reviews.
Audit Logs
Based on 19 CaliberMind reviews. Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Based on 22 CaliberMind reviews. Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
As reported in 18 CaliberMind reviews. Limits the number of leads to assign to sales reps.
Analytics
As reported in 23 CaliberMind reviews. Provides analytics for tracking and monitoring routing.
Integrations
As reported in 25 CaliberMind reviews. Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Data Availability - Marketing Account Intelligence (1)
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy - Marketing Account Intelligence (1)
Technographic Data Accuracy
Is this technographic data accurate and up to date?
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 12 CaliberMind reviews.
Cross-system Integration
As reported in 11 CaliberMind reviews. Works across multiple software systems or databases
Proactive Assistance
Based on 10 CaliberMind reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Attribution (4)
Autonomous Task Execution
As reported in 13 CaliberMind reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 14 CaliberMind reviews.
Natural Language Interaction
As reported in 14 CaliberMind reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 13 CaliberMind reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Analytics Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Account Intelligence (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Deployment & Integration - Analytics Platforms (4)
No-code Dashboard Builder
Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
Report Scheduling and Automation
Enables automated report generation and scheduled delivery to stakeholders
Embedded Analytics and White-labeling
Allows dashboards and analytics to be embedded into external apps with branding flexibility
Data Source Connectivity
Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications
Performance & Scalability - Analytics Platforms (2)
Large data handling and Query Speed
Efficiently processes large datasets with minimal lag and ensures high performance under load
Concurrent User Support
Maintains performance and uptime during high traffic from multiple users or teams
Advanced Analytics & Modeling - Analytics Platforms (3)
Data Modeling and Governance
Supports semantic data layers, role-based access controls, and metadata governance
Notebook and Script Integration
Integrates with Jupyter, Python, or R for custom analytics and modeling
Built-in Predictive and Statistical Models
Provides native tools for statistical analysis, forecasting, and trend prediction
Agentic AI Capabilities - Analytics Platforms (4)
Auto-generated Insights and Narratives
Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
Natural Language Queries
Allows users to query data and build reports using conversational or plain language
Proactive KPI Monitoring and Alerts
Detects and notifies users about KPI anomalies or significant metric changes in real time
AI Agents for Analytical Follow-ups
Recommends next questions, analyses, or exploration paths using autonomous AI agents
Personalized Intelligence - Analytics Platforms (3)
Behavioral Learning for Contextual Query Refinement
Learns from historical user interactions to improve and personalize query results over time
Role-based Insight Personalization
Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
Conversational and Prompt-based Analytics
Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying
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