Customer Data Platform (CDP)

Marketing analytics involves measuring and analyzing marketing data to understand campaign performance and improve return on investment (ROI).

Learn about sales partnerships, including building effective sales partnerships, types of sales partnership models, benefits of cultivating sales partnership.

Learn about sales territory planning, including strategies for successful territory planning, & key components of territory planning.

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

Pay-per-click (PPC) is an ad model where you pay a fee each time your ad is clicked. It's a method of buying targeted visits to your website.

Learn about text message marketing, including its definition, key benefits, strategies, best practices, compliance tips, and examples of successful campaigns.

Lightning Components is a UI framework for building dynamic web apps for mobile and desktop devices on the Salesforce Lightning Platform.

Dynamic segments are self-updating lists that group contacts based on real-time data, ensuring your outreach is always timely and relevant.

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

Learn about sales enablement content, including crafting compelling sales enablement content, & essential components of effective sales content.

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

Data encryption translates data into another form, or code, so that only people with access to a secret key or password can read it.

Learn about robotic process automation, including benefits of robotic process automation, & implementing RPA in outbound sales.

A lead magnet is a free incentive offered to potential customers in exchange for their contact details, like an email, to generate sales leads.

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

An early adopter is a user who embraces a new product or technology before the majority, helping to validate and popularize the innovation.

A cloud-based CRM is a customer relationship management tool hosted online, letting teams access and manage customer data from anywhere.

Learn about tire-kicker, including identifying tire-kickers in sales, strategies to engage tire-kickers, & converting tire-kickers to buyers.

Learn about sales operations, including key responsibilities in sales operations, & building an effective sales operations strategy.

Git is a distributed version control system that tracks changes in code, allowing developers to collaborate and manage project history effectively.

Consumer buying behavior is the study of how individuals select, buy, and use products and services to satisfy their needs and desires.

Hot leads are prospective customers who have shown significant interest and are ready to buy, making them a top priority for sales teams.

Learn about branded keywords, including identifying your branded keywords, & strategies for optimizing branded keywords.

The C-suite, or C-level, refers to a company's most senior executives. Their titles usually start with 'Chief,' such as CEO, CFO, or CTO.

Direct-to-consumer (D2C) is a sales strategy where a brand sells its products directly to end customers, bypassing any third-party retailers.

Customer engagement is the ongoing, value-driven relationship a business builds with its customers to foster brand loyalty and awareness.

Learn about video messaging, including benefits of video messaging in sales, crafting engaging video messages, & video messaging vs. traditional email.

Learn about sales operations analytics, including key components of sales operations analytics, & implementing sales operations analytics effectively.

Economic Order Quantity (EOQ) is the ideal order quantity a company should purchase to minimize its total inventory-related costs.

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.

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

Lead conversion is the process of turning a prospect into a customer by getting them to complete a desired action, such as making a purchase.

Learn about unit economics, including calculating unit economics: step-by-step, key metrics in unit economics, & unit economics vs. overall profitability.

A complex sale features a long sales cycle, multiple stakeholders, and a high-value transaction, demanding a strategic, consultative approach.

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

Learn about below the line, including key strategies for below the line marketing, & distinguishing above and below the line tactics.

Learn about sales team management, including key principles of effective sales team management, & building high-performing sales teams.

Learn about triggers, including identifying effective sales triggers, crafting compelling trigger-based messages, triggers vs. traditional sales approaches.

Marketing metrics are quantifiable values that marketing teams use to measure and track the performance of their campaigns and efforts.

OAuth is an open standard for access delegation. It lets you grant apps access to your data on other services without sharing your password.

Platform as a Service (PaaS) is a cloud model where a provider delivers a platform for users to develop, run, and manage applications online.

Intent leads are prospects who show buying signals through their online actions, indicating they're actively looking to make a purchase.

Account-Based Analytics measures engagement and impact across target accounts, not just individual leads, to guide B2B sales and marketing efforts.

Digital analytics is the analysis of data from digital channels to understand user behavior and optimize online experiences for business goals.

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

Inbound sales attracts interested prospects who've engaged with your brand, letting sales reps connect with warm leads instead of cold outreach.

Learn about sales pitch, including crafting an effective sales pitch, essential components of a sales pitch, sales pitch vs. sales presentation.

Learn about B2B sales process, including key components of B2B sales processes, & crafting an effective B2B sales strategy.

Learn about sales pipeline management, including key elements of sales pipeline management, & steps to optimize pipeline efficiency.

A Champion/Challenger test pits a new 'challenger' against the current best-performing 'champion' to see which one performs better.

Learn about soft sell, including keys to mastering soft sell techniques, benefits of choosing soft sell over hard sell, & implementing soft sell in your sales strategy.

Deal flow refers to the stream of business proposals and investment opportunities that a company or investor receives.

Learn about SPIN selling, including the core principles of SPIN selling, implementing SPIN selling successfully, SPOT selling vs. SPIN selling.

Learn about self-service SaaS model, including benefits of the self-service model, & key features of a successful self-service SaaS.

Programmatic display campaigns use automation to buy and sell digital ad space in real-time, targeting specific audiences across the web.

A buying committee is a group of stakeholders within an organization who are jointly responsible for making major purchasing decisions.

Analytics platforms are tools that collect and analyze data from various sources, helping businesses track key metrics and make informed decisions.

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

Learn about reverse logistics, including understanding the reverse logistics process, & benefits of implementing reverse logistics.

An Ideal Customer Profile (ICP) is a detailed description of the perfect, hypothetical company that would get the most value from your product.

Learn about business intelligence in marketing, including the role of data in marketing BI, key components of marketing BI, & marketing BI vs. market research.

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

Learn about sales kickoff, including planning a successful sales kickoff, key elements of a sales kickoff, & sales kickoff vs. regular sales meetings.

Chatbots are AI-powered programs that simulate human conversation. They interact with users via text or voice, typically for customer support.

Prospecting is the process of identifying potential customers, or prospects, to build a sales pipeline and generate new business opportunities.

Learn about value chain, including key elements of value chain, building an efficient value chain, & value chain vs. supply chain.

LPI, or Lead Per Inquiry, is a key metric that measures how many leads are generated from each inquiry in a marketing campaign.

Learn about bulk API, including how it works, the advantages of using it, common use cases, and tips for optimizing it.

Market intelligence is the process of collecting and analyzing data about your target market, competitors, and industry to guide business strategy.

Learn about serviceable obtainable market, including calculating serviceable obtainable market, & key factors influencing serviceable obtainable market.

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.

Learn about sales key performance indicators, including identifying crucial sales KPIs, & establishing effective sales KPI goals.

Deal closing is the final step in a sales cycle. It's when a prospect signs a contract and officially converts into a paying customer.

Going dark is when a once-responsive prospect suddenly stops all communication, leaving you wondering what went wrong.

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

Inbound leads are potential customers who proactively reach out after finding your business through content, social media, or search.

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

CI/CD, or Continuous Integration/Continuous Delivery, automates software builds, tests, and deployments for faster, more reliable releases.

Learn about user experience, including principles of user experience design, & enhancing user experience: best practices.

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

Learn about touchpoints, including maximizing touchpoint efficacy, types of sales touchpoints, & optimizing customer journey through touchpoints.

Mobile optimization adapts your website to ensure visitors on smartphones and tablets have a seamless, user-friendly experience.

Net 30 is a common payment term where a client has 30 calendar days from the invoice date to pay for goods or services in full.

ClickFunnels is a popular online tool that lets entrepreneurs easily build sales funnels to guide potential customers through the buying process.

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

Learn about territory management, including strategies for effective territory management, & best practices in territory management.

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

Learn about sales champion, including identifying your sales champion, qualities of an effective sales champion, sales champion vs. sales representative.

Funnel optimization is the process of improving each stage of the customer journey to maximize conversions and drive revenue growth.

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

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

Custom Metadata Types store application configurations as metadata. This makes them easily deployable between different Salesforce environments.

Learn about sales plan template, including crafting an effective sales plan, key components of a sales plan, sales plan vs. marketing strategy.

Gated content is premium online material, like an ebook or webinar, that users can only access after providing their contact information.

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

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

Lead scraping is the process of automatically extracting contact information and other relevant data about potential customers from online sources.

Learn about behavioral analytics, including implementing behavioral analytics successfully, & key metrics in behavioral analytics.

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

Learn about SOAP API, including benefits of SOAP API, how SOAP API works, SOAP API vs. REST API, and common use cases for SOAP API.