The Mperativ product development team has been hard at work upgrading the platform, so we wanted to give you the latest on important product updates and new features since our last update in April.
See below also for upcoming events and new content from our team.
Filters 2.0 enhances users’ ability to view their business from any angle, helping to optimize marketing for the anatomy of the deal. By being able to look at any segment of their demand engine at any time, users can more quickly and easily identify what drives their highest quality opportunities: industries, regions, company sizes, opportunity sizes, first interactions, campaigns, and more. With these factors identified, marketing teams can then reprioritize their marketing programs, and get time back previously spent manually preparing new views of their demand engine.
The primary value of Filters 2.0 is in ease of use and ease of managing My Filters. For example, when users are creating a new filter, their changes will now be highlighted so they can more easily track which fields they’ve modified. The new appearance of Filters 2.0 will also help users to see all of their options and changes at a glance. From there, users will have the option of saving the changes made to their filter, or creating a new filter for their changes. These filters can be modified directly anytime in the Revenue Supply Chain or Revenue Insights, or managed in the My Filters tab.
The Filters 2.0 update enhances the appearance and functionality of Filters, especially by making it easier to save and manage My Filters. The Filters menu now appears as a center-screen popup rather than a left sidebar, so users can see all of their filtering operations at once, rather than having to scroll through them. The filtering options have been reorganized, with My Filters and Date Range options at the top, Company firmographic options at the bottom left, and Opportunity options at the bottom right.
Just using the back and forth buttons in their browser, users can now navigate to previously applied filters. Changes to a My Filter will now be highlighted for the user. Typing for Opportunity Owners, Products, and Campaigns will now autocomplete searches rather than showing a full list, enhancing filtering performance.
Tags help users to execute world-class demand engine operations by creating a complete picture of their CRM data. Tags allow users to combine the power of Mperativ’s standardized RevOps data model and common set of filters with the custom methods of categorizing their data that have been implemented in their CRM. This also makes Mperativ easy to implement even when mapped against highly customized CRM instances.
An example use case for Tags could be pulling in CRM fields that track 3rd party data such as web activity or intent data. This could allow users to filter their Revenue Supply Chain and Revenue Insights by opportunities that display the most activity on their website. Tags could also be used simultaneously to track internal company data such as whether an employee has a personal connection at an account.
Tags are a special new filter in Mperativ that can be mapped to almost any custom field in a user’s CRM. All other filters in Mperativ pull either from firmographic data or specific CRM fields – for example, the Opportunity Owner(s) field will be mapped to the CRM field where opportunity owners are tracked and will pull only from that field. However, Tags can be mapped to any number of different CRM fields. For example, Tags could be mapped to filter by 3rd party data that’s tracked in the CRM, as well as internal company data tracked in the CRM, all at the same time.
Revenue Marketing: Do It Yourself vs. Off The Shelf
This whitepaper takes a detailed look at what goes into creating a custom Revenue Marketing solution, including the necessary pieces of a Revenue Marketing solution, the components to build it yourself, and their associated costs.
The Revenue Marketing Podcast Episode 2: Paul Bryan, Co-Founder & CTO, Mperativ
Jim and Daniel are joined by special guest Paul Bryan, their fellow Co-Founder at Mperativ as well as the Chief Technology Officer of the company. They discuss how Paul's background lead him to working on Revenue Marketing, and what exactly makes building custom solutions for Revenue Marketing so difficult.