Customer Data Platform (CDP)

Accounts Payable (AP) is the money a company owes its suppliers for goods or services bought on credit. It's listed as a current liability.

Sales workflows are a set of automated actions that streamline the sales process, helping teams engage leads consistently and close deals faster.

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

A sales dashboard is a visual tool that centralizes and displays key sales data, metrics, and KPIs to help teams track performance and goals.

Sales enablement content refers to the materials and tools that empower your sales team to engage prospects and close deals more efficiently.

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

Lead qualification is the process of determining which prospects are most likely to become paying customers based on predefined criteria.

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

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

Sales enablement provides sales teams with the necessary tools, content, and information to help them sell more effectively and efficiently.

Dynamic pricing is a strategy where businesses set flexible prices for products or services based on current market demands and other factors.

The FAB technique is a sales framework connecting product features to advantages and then to the specific benefits for the customer.

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

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.

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.

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

Progressive Web Apps (PWAs) are websites that look and feel like native mobile apps, offering features like offline access and push notifications.

Total Addressable Market (TAM) represents the maximum revenue a company can earn by selling its product or service in a specific market.

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

Programmatic advertising uses AI and real-time bidding to automate the buying and selling of digital ad space, targeting specific audiences.

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

Email personalization uses subscriber data—like their name, interests, or past behavior—to create highly relevant and targeted email campaigns.

Mobile compatibility ensures your site or app works flawlessly on mobile devices, like smartphones and tablets, for a seamless user experience.

Learn about B2B, including what is it, its key elements, the benefits of B2B partnerships, the differences between B2B and B2C, and strategies for effective marketing.

Precision targeting is a marketing strategy that uses data to identify and reach a highly specific audience most likely to convert.

A Point of Contact (POC) is the designated individual or department that serves as the main hub for information and communication on a matter.

Account mapping is comparing your customer list with a partner's to find common prospects and unlock new sales opportunities.

Marketing Operations (MOps) is the engine of a marketing team, managing the technology, processes, and people to run campaigns effectively.

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

Persona-based marketing uses fictional customer profiles, or personas, to create targeted messaging for specific audience segments.

Sales development is the process of identifying and qualifying potential customers to create a pipeline of sales-ready leads for closers.

Revenue Operations (RevOps) is a business function that aligns a company's sales, marketing, and customer service teams to drive predictable revenue.

Order management is the end-to-end process of tracking customer orders from placement to fulfillment, ensuring a seamless customer experience.

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

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

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.

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

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

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

A Request for Information (RFI) is a formal process for gathering information from potential suppliers before issuing a more detailed proposal.

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

A landing page is a standalone web page created for a marketing campaign. It’s where a visitor “lands” after clicking an ad or email link.

Sales partnerships are strategic alliances where two companies co-sell products to expand their reach, generate new leads, and increase revenue.

Customer centricity is a business approach that puts the customer at the heart of every decision, aiming to build loyalty and long-term value.

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

White labeling is when a company puts its own branding on a product or service that was actually produced by a different company.

A lead generation funnel is a systematic process that guides potential customers from initial awareness of your brand to becoming qualified leads.

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

A performance plan is a formal document outlining an employee's goals, expectations, and metrics for success over a specific period.

Rollback procedures are a set of steps to restore a system to a previous, stable version after a failed update, ensuring minimal disruption.

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

Learn about B2B data platform, including key benefits of B2B data platforms, choosing the right B2B data platform, challenges in implementing B2B data platforms.

Product-Led Growth (PLG) is a business strategy where the product itself drives user acquisition, conversion, and expansion.

Trigger marketing uses customer actions or events to automatically send highly relevant, personalized messages at the perfect moment.

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

Learn about B2C2B, including how B2C2B transforms sales, key strategies for B2C2B success, & differences between B2C2B and B2B2C.

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

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

Customer buying signals are the actions, behaviors, or statements a prospect makes that indicate they are moving towards a purchase decision.

Intent-based leads are potential customers whose online actions—like searches or content engagement—signal a clear interest in buying a solution.

Stress testing is a type of software testing that determines a system's robustness by pushing it beyond its normal operational capacity.

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

Firmographics are descriptive attributes of organizations, used to segment companies by characteristics like industry, size, and location.

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

Affiliate marketing is a performance-based model where affiliates earn a commission for promoting another company’s products or services.

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.

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

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

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

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

A sales call is a real-time conversation between a salesperson and a prospect, aiming to persuade them to purchase a product or service.

Customer retention refers to the strategies and activities a company uses to prevent customer churn and encourage them to continue buying.

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

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

A value statement is a clear, concise declaration of the unique benefits a company provides to its customers, outlining its core purpose.

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.

A marketing attribution model is a framework for assigning credit to the marketing touchpoints that lead a customer to convert.

Outbound lead generation means proactively reaching out to potential customers who haven't yet expressed interest to introduce them to your brand.

The lead qualification process is how you determine which prospects are most likely to become customers by evaluating them against specific criteria.

Direct sales involves selling products directly to consumers in a non-retail setting, such as at home, online, or person-to-person.

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

Mid-market companies are businesses larger than small businesses but smaller than large enterprises, often defined by revenue or employee size.

An Account Executive (AE) is a sales professional responsible for closing new business deals and managing existing client relationships to drive revenue.

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

A Letter of Intent (LOI) is a document declaring the preliminary commitment of one party to do business with another, outlining the chief terms.

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.

Copyright compliance is adhering to laws that protect creative works. It involves legally using content by obtaining permission or licenses.

A RESTful API is a web service interface that uses HTTP requests to access and use data, adhering to the constraints of REST architecture.

Learn about B2B data enrichment, including benefits of B2B data enrichment, implementing B2B data enrichment strategies, B2B data enrichment vs. data cleaning.

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

Account-Based Marketing (ABM) software helps teams coordinate personalized marketing and sales efforts to land high-value customer accounts.

Competitive analysis means identifying your rivals and assessing their strategies to pinpoint your own business's strengths and weaknesses.

A marketing automation platform is software that automates marketing actions. It helps manage tasks like email campaigns and lead nurturing.

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

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

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

A Marketing Qualified Opportunity (MQO) is a lead vetted by marketing as a genuine sales opportunity, ready for direct sales follow-up.

Learn about B2B data, including sources and types of B2B data, leveraging B2B data for sales success, & ensuring the accuracy of B2B data.

A demand generation framework is a strategic process for creating awareness and interest in your product, ultimately driving new business.