Account Management

An Operational CRM is a system that automates and improves customer-facing business processes like sales, marketing, and customer service.

Site retargeting is a marketing strategy that shows ads to people who have previously visited your website but left without converting.

Revenue intelligence is the process of collecting and analyzing customer data to provide insights that help sales teams make smarter decisions.

Intent data tracks a user's online behavior—like searches and site visits—to identify signals that they are ready to make a purchase.

A sales methodology is the framework that guides how your sales team approaches the entire sales process, from prospecting to closing deals.

Serviceable Addressable Market (SAM) is the portion of the market your business can realistically serve with its current products and sales channels.

De-duping, or data deduplication, is the process of eliminating duplicate copies of data within a dataset to improve accuracy and save space.

Closed opportunities are potential deals that have concluded. They are categorized as either 'closed-won' (a sale was made) or 'closed-lost'.

The Dark Funnel describes customer buying activities that are untrackable by companies, such as private chats and word-of-mouth referrals.

Ramp-up time is the period a new hire takes to get fully up to speed and become a productive member of your go-to-market team.

Process Builder is a Salesforce automation tool that lets you create 'if/then' business processes with a user-friendly visual interface.

Shipping solutions are services or software that streamline the logistics of getting products to customers, from label printing to final delivery.

Webhooks are automated messages sent by an app when a specific event occurs. They push real-time data to another app's unique URL.

Learn about buyer, including identifying your ideal buyer, understanding buyer's journey, & evaluating buyer decision processes.

A channel partner is a company that works with a manufacturer or producer to market and sell their products, software, or services to customers.

Sales intelligence is technology that gathers and analyzes data to help salespeople find and understand prospects and existing clients.

Account-Based Marketing (ABM) is a focused B2B strategy where marketing and sales collaborate to target and convert high-value accounts.

Learn about B2B intent data providers, including evaluating intent data quality, leveraging intent data for growth, & B2B intent data: key providers comparison.

Lookalike audiences are groups of potential customers who share similar characteristics and behaviors with your existing, high-value customers.

Sales coaching is a process where managers help reps improve their skills and performance through personalized feedback, training, and guidance.

ABM orchestration aligns marketing and sales actions across channels to deliver seamless, personalized experiences to high-value accounts.

Lead enrichment adds third-party data to your raw lead lists, creating fuller prospect profiles for more effective and personalized outreach.

A sandbox is an isolated testing environment where new or untrusted code can be run safely without affecting the host device or network.

A sales coach is a mentor who trains and guides sales reps to enhance their skills, boost performance, and ultimately close more deals effectively.

Account-Based Everything (ABE) is a strategy aligning sales, marketing, and success teams to focus on a specific set of high-value accounts.

Objection handling in sales is the process of responding to a prospect's concerns about a product or service to move the deal forward.

Technographics is data that outlines a company’s technology stack, helping B2B teams identify prospects based on the software and hardware they use.

Website visitor tracking collects and analyzes data on user behavior to understand their journey and improve the overall user experience.

An email cadence is a scheduled sequence of emails sent to prospects over a specific period to nurture leads and drive engagement.

Warm outbound is a sales strategy for contacting prospects who've shown interest in your brand through prior engagement, like website visits.

"Smile and dial" is a high-volume sales tactic where reps make numerous cold calls from a list, often with little to no prior research.

Closed Won is a CRM status for a sales deal that has been successfully concluded, resulting in a signed contract and a new customer.

Lead generation is the process of identifying and cultivating potential customers for a business's products or services.

A Single Page Application (SPA) is a web app that interacts with the user by dynamically rewriting the current page rather than loading new pages.

An AI sales script generator is a tool that uses artificial intelligence to create personalized sales scripts for any outreach scenario.

Cold calling is a sales tactic where reps contact potential customers by phone who haven't previously expressed interest in their product or service.

Load testing is a type of performance testing that determines how a system behaves under both normal and anticipated peak load conditions.

The awareness stage is the first step in the buyer's journey, where a potential customer realizes they have a problem or an opportunity to explore.

A canary release is a deployment strategy where new software is rolled out to a small user group first, minimizing risk before a full release.

Revenue forecasting is the process of estimating a company's future revenue, using historical data and market trends to guide strategic planning.

Sales metrics are quantifiable data points that track and measure a sales team's performance against specific goals and objectives.

Annual Recurring Revenue (ARR) is the predictable income a company expects to receive from its customers over a one-year period.

Data security protects digital information from unauthorized access, corruption, or theft throughout its entire lifecycle.

Learn about buyer intent data, including sourcing and interpreting buyer intent data, & key metrics in buyer intent analysis.

Key accounts are a company's most valuable customers, vital due to their significant revenue contribution and strategic importance for growth.

Audience targeting is the process of segmenting consumers into specific groups to deliver more personalized and relevant marketing messages.

Customer Acquisition Cost (CAC) is the total cost a business spends to gain a new customer. It includes all sales and marketing expenses.

A buying signal is any action from a prospect that indicates they are interested in making a purchase, helping sales teams prioritize leads.

SFDC stands for Salesforce Dot Com, a popular cloud-based CRM platform that helps companies manage their customer interactions and data.

A sales territory is a specific group of customers or a geographic area that a salesperson or sales team is responsible for managing.

A custom API integration is a bespoke connection between software, enabling them to communicate and share data to meet unique business requirements.

GDPR compliance means following the EU's strict data protection laws to ensure the secure and lawful handling of personal data.

Hadoop is an open-source framework designed for the distributed storage and processing of extremely large data sets across clusters of computers.

No Cold Calls is a sales strategy that replaces unsolicited calls with warm outreach to prospects who have already demonstrated interest.

Sales acceleration refers to strategies and technologies designed to speed up the sales cycle, enabling reps to close more deals, faster.

An Applicant Tracking System (ATS) is a software application that manages your entire hiring and recruitment process from a single dashboard.

Event marketing is a strategy where brands engage directly with target audiences through live events like trade shows, conferences, or webinars.

Responsive design is an approach where a website's layout adapts to the user's screen size, providing an optimal experience on any device.

Lead scoring is the process of assigning points to leads based on their attributes and actions to determine their sales-readiness.

User-generated content (UGC) refers to any form of content, like images, videos, or text, created and shared by users on online platforms.

An API (Application Programming Interface) is a software intermediary that allows two applications to talk to each other and exchange information.

A sales lead is a potential customer—an individual or organization that has shown interest in your company's products or services.

An elevator pitch is a short, memorable summary of what you do, designed to be delivered in the time it takes to ride an elevator.

Email verification is the process of confirming that an email address is valid and deliverable, which helps improve campaign performance.

Triggers are predefined conditions that, when met, automatically launch a workflow or action, ensuring timely and relevant outreach.

Account-Based Sales Development (ABSD) is a focused strategy where SDRs target key stakeholders within specific, high-value accounts.

Network monitoring is the continuous process of tracking a computer network's performance and health to detect and resolve issues proactively.

User interaction is any action a user takes within a digital interface, like clicking a button, scrolling a page, or filling out a form.

Personalization in sales means tailoring outreach to a prospect's specific needs, interests, and context to make communication more relevant.

Buying intent is the collection of online cues and behaviors that signal a prospect is actively researching and moving toward a purchase decision.

“End of Quarter” (EOQ) refers to the final weeks of a business quarter when sales teams rush to meet quotas, often leading to a flurry of deals.

Integration testing is a software testing phase where individual modules are combined and tested together to verify their interaction.

Consumer Relationship Management (CRM) is a strategy for managing all of a company's relationships and interactions with its customers.

Cohort analysis is a behavioral analytics tool that groups users with common traits to track their actions and engagement over time.

A Marketing Qualified Lead (MQL) is a prospect who has shown interest based on marketing efforts but isn't yet ready for a sales conversation.

Lead nurturing is the process of developing and reinforcing relationships with buyers at every stage of the sales funnel.

Learn about B2B marketing attribution, including challenges in B2B marketing attribution, & key metrics for effective attribution.

Data enrichment is the process of enhancing raw data by adding missing information from other sources, making it more complete and actionable.

A talk track is a script that guides sales reps during calls. It ensures they cover key points and maintain a consistent message with prospects.

A lead list is a curated database of potential customers (leads) with contact information and other key data for sales and marketing outreach.

Learn about B2B intent data, including how B2B intent data enhances sales strategies, sources of B2B intent data, leveraging B2B intent data for competitiveness.

“No Spam” is a commitment to sending only relevant, solicited messages. It means avoiding bulk, unwanted emails to respect the recipient's inbox.

X-Sell, or cross-selling, is a sales strategy of selling additional, related products or services to an existing customer base.

Outbound sales is when reps proactively contact potential customers through cold calls or emails to generate leads and build a sales pipeline.

Channel partners are third-party firms that help market and sell a company's products or services, acting as an indirect sales force.

An account is a company or organization that you're targeting for sales. It can be a prospective, current, or even a past customer.

A Call for Proposal (CFP) is a document that solicits proposals, often through a bidding process, for a specific project or service.

Lead routing is the automated process of distributing incoming leads to the right sales reps based on predefined criteria.

AI data enrichment uses artificial intelligence to automatically enhance and update raw data, making it more complete, accurate, and valuable.

A Target Account List (TAL) is a focused list of high-value companies that a business specifically aims to convert into customers.

CRM enrichment is the process of adding third-party data to your existing customer profiles to make them more complete and accurate.

A sales intelligence platform is software that provides sales teams with data and insights about prospects to help them sell more effectively.

Contact data is the set of details, like names, emails, and phone numbers, used to get in touch with a person or business for outreach.

Learn about B2B data erosion, including causes of B2B data decay, strategies to combat data erosion, & measuring the impact of data erosion.

Workflow automation uses rule-based logic to run a sequence of tasks that would otherwise require manual human effort to complete.

Buying criteria are the specific requirements and standards a customer uses to evaluate products or services before making a decision.

End of Day (EOD) refers to the close of business hours. It's a common deadline for tasks and reports to be completed before the workday ends.

Event tracking is the method of collecting data on specific user actions, or 'events,' on a website or app, such as clicks or downloads.

Lead generation software helps businesses automate finding and capturing potential customers' contact information to build sales pipelines.

A System of Record (SoR) is the authoritative data source for a specific type of data. It acts as the single source of truth for an organization.