ACCOUNT BASED DATA
CaliberMind | October 19, 2022
CaliberMind, the leading B2B data platform for revenue analytics you can trust, today announces new funnel models and visualizations for new and existing customers. This module, called CaliberMind Funnels, is now available and creates a lower entry point for first-time customers.
CaliberMind’s Funnels are purpose-built for B2B organizations and blend data from every sales and marketing touchpoint so that you can focus on delighting your prospects, improving your success rate, and defending your marketing investment. The new funnel module looks at both sales and marketing data and aggregates key benchmarks at the account level for one go-to-market view. This puts them in an excellent position to answer the question, “Can I see what works at each stage in the funnel?”
“We want to empower and equip revenue leaders to become visionary leaders in the workplace."said Eric Westerkamp, CEO of CaliberMind.
“We want to empower and equip revenue leaders to become visionary leaders in the workplace. They often have crucial data first but need the right tool to harness that information to identify trends before the rest of the market knows they’re happening. Our funnel allows you to leave your system configured exactly as it is today – optimized for people engaging with your brand and flagging them to sales – while providing you with account-based funnel insights your business needs to predict gaps in pipeline and bookings or identify friction points in the buyer journey,” said Eric Westerkamp, CEO of CaliberMind.
How CaliberMind’s Funnel is different
No Assumptions- Fixes common issues–such as duplicate records and mismatched lead records–before analyzing your data and acting on it.
Account-Based Signals- Looks across the account to determine whether thresholds are met, regardless of who kicked off the engagement.
Event-Based Triggers with Process Automation & System Integration - Signals different stages in the funnel to understand where an account is at in the journey and puts all data in one dashboard so that everyone is focused on alignment and velocity, rather than credit and accuracy.
Multiple Funnels- Have as many funnels as you would like for a small fee. Measure and analyze different business units or products that create different behaviors in the target audience.
Custom Dashboards- Clone existing dashboards and apply different filters or completely build it from scratch.
Automate & Activate- Access and use your data how and when you want.
"A big sticking point between marketing and sales is that we use different metrics to gauge whether or not go-to-market efforts are working. Because CaliberMind offers a platform that connects to your key go-to-market tools and organizes the data by person and account, it makes sense that their next move is to help operations teams implement funnels. CaliberMind’s approach will help organizations have clearer insights in a fraction of the time it takes to build it in-house,” said Jess Bahr, CaliberMind Advisor and Head of Performance Marketing at Metadata.io.
CaliberMind was founded in 2016 with the belief that the value of marketing is more than activity linked to pipeline. Go-to-market leaders are sitting on a mountain of data full of the earliest interactions your brand will ever have with ideal buyers. We make sense of that data so revenue leaders can take their place in B2B as visionaries. For more information, visit calibermind.com or follow us on LinkedIn.
ACCOUNT BASED DATA
Ushur, Salesforce AppExchange | October 10, 2022
Ushur today announced its certified integration listing on Salesforce AppExchange, empowering customers in financial services, insurance and healthcare enterprises to design and deploy automated, personalized self-service on its Customer Experience Automation platform. Ushur uses a no-code approach to empower non-technical users to design AI-driven customer experiences that engage on any channel, slashing development time and management costs. The Ushur platform is now easier than ever for IT teams to integrate with, and provide closely governed access to, enterprise Salesforce instances.
Integrated directly with Salesforce, Ushur is currently on AppExchange. Deployments now surface critical customer data from enterprise CRMs to make each customer experience all the more relevant, hyper-personalized and useful. Additionally, Ushur’s no-code integration makes it point-and-click easy for IT departments to integrate Ushur’s CXA cloud and develop the high-quality customer experience that can be the difference between retaining and losing customers.
“Salesforce has become part of the standard enterprise stack across a wide range of applications'', said Simha Sadasiva, CEO and co-founder of Ushur.
“Salesforce has become part of the standard enterprise stack across a wide range of applications'', said Simha Sadasiva, CEO and co-founder of Ushur. “Through this collaboration, Ushur and Salesforce are extending the capability of any enterprise stack to include a powerful system of intelligence to drive digital customer experiences at scale. At Ushur, a superior customer experience is always our north star as we leverage AI, automation and no-code to bridge the gap between the front-office customer engagements and the back-office knowledge work — all in a single platform.”
Ushur delivers the world’s first AI-powered Customer Experience Automation™ (CXA) platform purpose-built from the ground up to intelligently automate entire customer journeys end to end. It combines Conversational Automation and Knowledge Work Automation in a no-code, cloud-native SaaS platform to digitally transform every step of the complete enterprise customer experience, from Micro-Engagements™ to entire customer journeys. Backed by leading investors including Third Point Ventures, 8VC, Aflac Ventures and Iron Pillar, Ushur’s Customer Experience Automation™ solutions are currently in production at some of the leading insurance providers across the globe, including Irish Life, Aflac, Unum, Aetna, Cigna and Tower Insurance.
About Salesforce AppExchange
Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 10 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.
ACCOUNT BASED DATA
Momentum ITSMA | November 01, 2022
Momentum ITSMA is delighted to announce the acquisition of B2B go-to-market consultancy, OneGTM. OneGTM specializes in helping B2B technology businesses plan and execute successful go-to-market (GTM) strategies.
The acquisition — part of Momentum ITSMA's drive to broaden and deepen its services for B2B marketers — will address client needs for GTM expertise at a time where industry changes and growing partner ecosystems are adding new complexity and risk to processes.
As customer value chains are reinvented and the number of partners are expected to grow x10 over the next five years, nearly half of B2B CMOs rank improvements in partner experience as a top strategy for growth.
Marketing leaders must orchestrate partner alignment across the entire indirect customer lifecycle — from early on in the buyer journey to ensuring a lifetime of customer success.
After the acquisition, clients will have the proven expertise to:
Build resilient and agile GTM strategies that encompass extended partner ecosystems
Orchestrate channel alignment across the full customer lifecycle
Drive greater customer relevance with industry-or-segment-focused GTM programs
Employ deep account-based growth skills to enrich both customer and partner experience
Maximize marketing technology investment
Develop the internal teams needed to deliver effective GTM strategies
The OneGTM team will join Momentum ITSMA's world-class Growth Consulting service line — with their specialist GTM expertise being fully integrated into our client offer.
Furthermore, OneGTM's European and US technology client base reflects Momentum ITSMA's strategic focus areas.
Phil Brown, Managing Director of OneGTM, will bring further knowledge to the Growth Hub, so members of our unique global B2B marketing community can gain access to a proven GTM expert.
"Given the complexity of the go-to-market challenges our clients face, they need to be able to call upon a broad range of skills and expertise, working in a fully aligned way. By joining Momentum ITSMA, we can offer our clients access to a much broader range of expertise in key areas such as market research, account-based growth strategies and marketing skills development. We're hugely excited by the opportunity to be part of the world's leading growth consultancy," Phil Brown said.
Alisha Lyndon, CEO of Momentum ITSMA, said: "We listen very carefully to what clients say and it's clear there is a growing need for deeper go-to-market expertise from consulting and analyst firms."
Alisha Lyndon, CEO of Momentum ITSMA, said: "We listen very carefully to what clients say and it's clear there is a growing need for deeper go-to-market expertise from consulting and analyst firms. Our acquisition of OneGTM addresses this. We are delighted to welcome Phil and the OneGTM team to Momentum ITSMA. They add further depth to our extraordinary Growth Consulting offer. We will continue to deepen and broaden our offer to clients in the coming months."
ACCOUNT BASED DATA
RollWorks | October 07, 2022
Account-based marketing platform RollWorks, a division of NextRoll, today strengthened its reporting capabilities for HubSpot users. The new capabilities give B2B marketers more insights into the trends of their customers’ behaviors and activities. They also have more flexibility to use these insights in workflows they set up, allowing them to better automate their processes and act more intuitively with their account-based strategies.
Now, customers can view their advertising campaign engagement metrics and other important account-level data from RollWorks in HubSpot—such as RollWorks Impressions, Advertising Spend, Clicks, Page Views, and Conversions—as a sum of all activity by a company for the last 7, 30, 60, and 90 days since today’s date. Information is available in HubSpot Workflows to help automate processes.
For example, a marketer can develop criteria based on account metrics to determine if the account is sales ready. When the criteria are met, a user can use HubSpot workflows to automatically create tasks for sales teams to reach out to the prospective account and assign it to the account owner.
The enhancements mark the latest in a drumbeat of integrated innovation from the two leaders this year. In July, RollWorks launched Journey Events for HubSpot to enable B2B organizations to understand what activities are working to drive accounts through the stages of the buying journey, and which activities need to be further optimized. And in June, RollWorks announced RollWorks Sales Insights for HubSpot, which uses data science to provide a 360-degree view of accounts throughout the buying journey.
Learn more about the new reporting capabilities in HubSpot and the secret sauce behind RollWorks’ 500+ installs of its HubSpot integration in the HubSpot App Marketplace, 150% more than the nearest ABM competitor.