Customer Experience

Learn about business development representative, including skills and qualifications for BDRs, & roles and responsibilities of a BDR.

Marketing performance is the process of measuring a campaign's effectiveness against set goals using key metrics like ROI and conversion rates.

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

“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.

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

A drip campaign is a series of automated messages sent to prospects or customers over time to nurture leads and drive engagement.

Win/Loss Analysis is the process of systematically tracking and analyzing the reasons why you win or lose deals with prospective customers.

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

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

Microservices is an architecture where apps are built as a collection of small, independent services that communicate with each other over APIs.

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

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

Scrum is an agile framework that helps teams structure and manage their work through a set of values, principles, and practices.

Serviceable Obtainable Market (SOM) is the portion of the market you can realistically capture with your current resources, sales, and marketing.

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

CRM analytics is the process of analyzing data from your CRM to uncover insights that help you better understand and serve your customers.

Call disposition is the process of labeling the outcome of a call. It helps sales teams track interactions and plan their next steps effectively.

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

Accessibility testing is a software testing method that verifies an application is usable by people with disabilities, like vision or hearing loss.

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

Inside sales metrics are quantifiable measures used to track the performance, activities, and effectiveness of an internal sales team.

Channel sales is an indirect sales model where a company leverages third-party partners, such as resellers or affiliates, to sell its products.

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

Learn about B2B2C, including benefits of B2B2C model, key strategies for B2B2C success, & B2B2C vs. B2C vs. B2B: understanding the differences.

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

Feature flags let you remotely control features in your app without new code. This enables safe testing, gradual rollouts, and quick rollbacks.

Sales Operations KPIs are measurable metrics that track the efficiency and effectiveness of a sales team's operational processes.

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

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.

AI in sales uses smart technology to automate repetitive tasks, analyze customer data, and help sales reps close deals more efficiently.

Adobe Analytics is a leading web analytics solution for gaining real-time insights into user activity across websites and mobile applications.

Predictive analytics uses historical data, statistical algorithms, and machine learning to identify the likelihood of future outcomes.

Opportunity management is the process of tracking potential sales from first contact to a closed deal, helping teams prioritize and win more.

Sales Performance Management (SPM) is a suite of tools and processes that help businesses monitor, analyze, and boost sales team performance.

Serverless computing is a cloud model where the provider manages servers, so developers can focus on code without worrying about infrastructure.

Time on site, or session duration, is a key web metric that tracks the total time a visitor spends on your website during a single visit.

A Content Management System (CMS) is software for creating, managing, and modifying website content without needing specialized technical skills.

Real-time data processing is the method of analyzing data the instant it's generated, enabling immediate actions and decision-making.

Product-market fit is when a product meets the needs of a strong market, leading to high demand, customer satisfaction, and organic growth.

Data cleansing, or data scrubbing, is the process of detecting and correcting inaccurate records from a dataset to improve data quality.

Signaling is using credible actions to convey information about quality or intent to a less-informed party, effectively building trust.

Siloed describes the isolation of data, teams, or systems within a company, which blocks collaboration and creates operational bottlenecks.

Account View-Through Rate (AVTR) is the percentage of target accounts that see an ad and later visit your website without clicking on it.

A value gap is the difference between the value a customer expects from a product and the actual value they receive, often leading to churn.

Generic keywords are broad search terms that lack specific details like brand or location. They attract a wide audience with less specific intent.

Tokenization is the process of breaking down text into smaller units called tokens, such as words or characters, for AI to process.

Learn about business to customer, including maximizing B2C sales strategies, B2C vs. B2B: unveiling differences, & core principles of B2C success.

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

Cold emailing is sending unsolicited emails to potential customers you haven't contacted before, aiming to start a business conversation.

Learn about ballpark, including estimating with ballpark figures, understanding ballpark estimates in sales, & ballpark estimates vs. precise quotes.

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

A sales plan template is a reusable document that outlines your sales strategy, goals, and tactics, providing a clear roadmap for your team.

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

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

Mobile app analytics involves collecting and analyzing data from mobile apps to understand user behavior and optimize the app's performance.

Logo retention is a key B2B metric that measures a company's ability to retain its customers, or 'logos,' over a specific period.

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

A/B testing is a method of comparing two versions of something, like a webpage or email, to determine which one performs better with your audience.

Sales funnel metrics are key data points that track how effectively you're moving potential customers from awareness to a final purchase.

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

CPQ (Configure, Price, Quote) software is a sales tool for creating accurate, configurable quotes for complex products and services.

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

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.

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

Net new business is revenue from customers who have never purchased from your company before. It’s a crucial indicator of sustainable growth.

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

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

Average Revenue per User (ARPU) is a key performance indicator that calculates the average revenue generated from each user or subscriber.

A Request for Quotation (RFQ) is a document that a company sends to one or more suppliers to get a quote for specific products or services.

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

Account-Based Sales (ABS) is a focused B2B strategy where sales and marketing teams treat high-value accounts as individual markets of one.

Learn about brand loyalty, including how to build brand loyalty, benefits of brand loyalty, measuring brand loyalty, & strategies for increasing loyalty.

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.

Psychographics categorizes people by their attitudes, interests, and lifestyles, revealing the 'why' behind their purchasing decisions.

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

Learn about buyer intent, including understanding buyer intent signals, strategies to capture buyer intent, & buyer intent vs. customer interest.

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

Loss aversion is our tendency to feel the sting of a loss more acutely than the pleasure of an equivalent gain.

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

Learn about bounce rate, including understanding bounce rate implications, key factors affecting bounce rate, & reducing your bounce rate effectively.

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

WordPress is a free, open-source content management system (CMS) that allows you to easily create, manage, and publish websites and blogs.

Lead Velocity Rate (LVR) is the growth rate of your qualified leads, measured month-over-month. It's a key indicator of future revenue.

Customer Data Management (CDM) is the process of collecting, organizing, and analyzing customer data to create a unified view of your audience.

Zero-based budgeting (ZBB) is a method where all expenses are re-evaluated and must be justified from scratch for each new budget period.

Segmentation analysis is the process of dividing a broad market into smaller, distinct groups of consumers with similar needs or characteristics.

A sales quota is a time-bound sales goal for a rep or team, measured in revenue or units sold, to be met within a specific period.

A Subject Matter Expert (SME) is an individual with profound knowledge and authority in a particular area, topic, or industry.

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

Marketing intelligence is gathering and analyzing data about your market, customers, and competitors to inform strategic marketing decisions.

Overcoming objections is the process of addressing and resolving a prospect's concerns or hesitations to move a sale forward.

Sales prospecting software automates the process of finding, contacting, and tracking potential customers to help sales teams build their pipeline.

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

Sales performance metrics are key data points that measure a sales team's effectiveness in achieving its goals and driving revenue.

A sales presentation is a formal pitch by a salesperson to a prospective customer, showcasing a product or service to secure a sale.

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

CRM hygiene involves regularly cleaning and updating your customer data to ensure your CRM system remains a powerful and reliable tool.

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

Average Order Value (AOV) tracks the average dollar amount spent each time a customer places an order on your website or mobile app.

A Salesforce Administrator is a certified professional who manages and customizes the Salesforce platform to meet a company's specific business needs.