Customer Relationship Management Systems

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

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

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.

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

Competitive intelligence (CI) is the ethical gathering and analysis of market data to inform strategic business decisions and gain an advantage.

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

A knowledge base is a self-serve online library of information about a product, service, department, or topic.

Voice broadcasting is an automated system that delivers a pre-recorded voice message to a large list of phone numbers simultaneously.

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

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

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

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.

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

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

Cross-selling is a sales tactic of encouraging customers to purchase products or services that are related to what they're already buying.

A qualified lead is a prospect vetted as a good fit for your product. They match your ideal customer profile and show genuine interest.

Gamification applies game mechanics like points, badges, and leaderboards to non-game activities to boost engagement and motivate users.

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

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

Expansion revenue is the extra money a business makes from its current customers via upgrades, new products, or additional services.

Customer relationship marketing is a strategy for building lasting connections with customers to foster long-term loyalty and engagement.

Content Rights Management involves controlling the use and distribution of copyrighted digital media to protect intellectual property.

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

Contact discovery is the process of finding accurate contact details for potential leads, including names, emails, phone numbers, and job titles.

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

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

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

Product recommendations are a marketing strategy that uses customer data to suggest relevant products, boosting sales and customer engagement.

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

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

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

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

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

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

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

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

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

A Simple Object Access Protocol (SOAP) API is a web service that uses XML to exchange structured information between different applications.

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

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

Social proof is a psychological phenomenon where people assume the actions of others reflect correct behavior for a given situation.

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

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

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

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

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

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

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

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

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

Warm outreach is contacting prospects with whom you have a pre-existing connection, like a mutual contact, making your message more personal and effective.

An enterprise is a large-scale organization, often a corporation, defined by its complex structure and substantial number of employees.

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

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

A consumer is an individual or entity that buys products or services for personal use, not for resale. They are the final user in a supply chain.

Lead scoring models rank prospects by assigning points for their behaviors and demographics, helping sales teams prioritize their outreach.

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

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

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

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

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

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

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

A cold email is an initial outreach sent to a potential customer with whom you've had no prior contact, aiming to introduce your business.

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

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

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

Cross-Site Scripting (XSS) is a web security vulnerability that allows attackers to inject malicious scripts into trusted websites.

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

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

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

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

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

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 marketing is a digital strategy where businesses send targeted emails to prospects and customers to build relationships and drive sales.

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

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

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

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

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

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

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

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

Single Sign-On (SSO) is an authentication method allowing users to access multiple applications with one set of login credentials.

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

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

A messaging strategy defines what your brand says, how it says it, and where it says it to connect effectively with your target audience.

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

Video selling uses personalized video messages to engage prospects, build rapport, and guide them through the sales funnel to close more deals.

LinkedIn Sales Navigator is a premium tool helping sales teams find and engage with the right leads and accounts on the LinkedIn network.

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

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

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

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

Pipeline coverage is a key sales metric. It's the ratio of your total open pipeline value to your sales quota for a specific period.

A product champion is an internal evangelist who drives a product's adoption and success by ensuring it solves real problems for their team.

Sales enablement technology refers to software and tools that equip sales teams with the resources they need to close more deals efficiently.

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

A headless CMS is a back-end content repository that delivers content via API to any front-end, decoupling the content from its presentation layer.