Customer Relationship Management Systems

Learn about outbound sales, including strategies for effective outbound sales, key metrics in outbound sales, outbound vs. inbound sales..

Learn about touches, including optimizing touch strategies, tactics for effective touch points, & comparing touches with impressions.

Learn about signaling, including key principles of effective signaling, understanding signaling in sales contexts, strategies for improving your signaling t.

Learn about performance monitoring, including benefits of performance monitoring, key metrics to track, common challenges, & best practices.

Buyer’s remorse is the sense of regret or anxiety that can arise after making a purchase, often questioning if it was the right decision.

Learn about sales cycle, including key phases of a sales cycle, steps to shorten your sales cycle, & sales cycle vs. sales funnel.

Learn about sales playbook, including crafting an effective sales playbook, & components of a comprehensive sales playbook.

A competitive landscape is an analysis of your direct and indirect competitors, revealing their strengths, weaknesses, and market positioning.

Marketing automation uses software to automate repetitive marketing tasks, such as email marketing, social media posting, and ad campaigns.

Learn about service level agreement, including crafting an effective service level agreement, & key components of a service level agreement.

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.

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

Learn about no cold calls, including alternatives to cold calling, strategies for warm outreach, & enhancing customer relationships without cold calls.

“Always Be Closing” (ABC) is a sales mantra meaning every action a salesperson takes should be with the ultimate goal of closing the sale.

Customer Retention Rate (CRR) is the metric that measures the percentage of customers a company has kept over a specific period of time.

Learn about sandboxes, including understanding sandbox environments, creating effective sandboxes, benefits of using sandboxes, & sandbox best practices.

Fault tolerance is a system's ability to continue operating without interruption when one or more of its components fail.

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

Learn about batch processing, including benefits of batch processing, best practices for implementation, & common use cases.

Escalations are the process of moving a customer issue or sales opportunity to a more senior or specialized team member for resolution.

Learn about renewal rate, including how to calculate it, why it matters, factors impacting renewal rate, & tips for improving renewal rate.

Learn about programmatic display campaign, including how programmatic display campaigns work, & benefits of programmatic display advertising.

Learn about video selling, including benefits of video selling, effective video selling strategies, & video selling vs. traditional selling.

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

CRM integration connects your CRM software with other tools, creating a unified system for all your customer data and business processes.

Learn about segmentation analysis, including understanding the benefits, steps to conduct segmentation analysis, & types of segmentation methods.

The buying process is the journey a customer takes from first realizing a need to making a final purchase decision and evaluating it afterward.

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.

Infrastructure as a Service (IaaS) is a cloud computing service that offers essential compute, storage, and networking resources on-demand.

Learn about order management, including understanding order fulfillment, best practices for order management, & benefits of effective order management.

Learn about value gap, including identifying the value gap, closing the value gap effectively, & value gap vs. price gap.

A Customer Data Platform (CDP) centralizes customer data from all sources to create a complete, unified profile for each individual customer.

Dark social is the sharing of content through private channels like messaging apps or email. This traffic is hard to track as it lacks referral data.

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.

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

Learn about shipping solutions, including how shipping solutions work, benefits of shipping solutions, & shipping solutions best practices.

The decision stage is where a well-researched buyer chooses a vendor. They compare specific products and pricing before making their final purchase.

Learn about remote sales, including challenges of remote sales, strategies for effective remote sales, & remote sales vs. traditional sales.

Learn about sales compensation, including types of sales compensation plans, key components of effective compensation, & sales compensation vs. base salary.

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

Learn about sales territory, including how to design an effective sales territory, & examples of successful sales territories.

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

Digital contracts are legally binding agreements created, signed, and stored electronically, offering a faster, more secure alternative to paper.

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

Learn about ramp up time, including reducing ramp up time, factors impacting ramp up duration, & strategies for effective ramp up.

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

Learn about target buying stage, including identifying your target buying stage, & key metrics for buying stage analysis.

Learn about stakeholder, including identifying stakeholders, roles & responsibilities of stakeholders, & stakeholder engagement strategies.

Learn about workflow automation, including benefits of workflow automation, implementing workflow automation, & common workflow automation tools.

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

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

Learn about weighted sales pipeline, including calculating your pipeline's weight, & key metrics in weighted sales pipelines.

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

Cold calling is a sales technique where reps contact potential customers who have had no prior interaction with their company or product.

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

Data mining is the process of discovering patterns, trends, and useful information from large datasets to make better business decisions.

Learn about B2B demand generation strategy, including key elements of demand generation, & crafting your demand generation plan.

Learn about return on investment, including calculating ROI: key steps, factors influencing ROI, and ROI vs ROA.

Learn about sales demonstration, including preparing for a successful sales demo, crafting an engaging sales pitch, sales demo vs. sales presentation.

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

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

An inside sales rep sells products or services remotely from an office, using digital tools like phone and email to connect with customers.

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

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

Learn about warm outreach, including strategies for effective warm outreach, key benefits of warm outreach, & warm outreach vs. cold outreach.

Customer loyalty is a customer’s devotion to a brand, shown by their repeat purchases and engagement, driven by positive experiences and trust.

Account management is the post-sales practice of building and nurturing long-term relationships with a company's most valuable clients.

Learn about trigger marketing, including implementing trigger marketing strategies, benefits of trigger marketing, trigger marketing vs. traditional marketing.

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

Digital Rights Management (DRM) is technology that controls access to copyrighted digital content, restricting its use, modification, and distribution.

CRM data is the information businesses use to manage customer relationships. It covers contact details, purchase history, and communication logs.

Learn about real-time data processing, including benefits of real-time data processing, best practices for implementation, & challenges and solutions.

Kubernetes is an open-source system for automating the deployment, scaling, and management of containerized applications.

Learn about nurture campaign, including key elements of a nurture campaign, & steps to launching a successful nurture campaign.

Learn about on target earnings, including calculating on target earnings, factors influencing on target earnings, & on target earnings vs. base salary.

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

AppExchange is Salesforce's cloud marketplace, offering a vast ecosystem of apps and expert services to extend Salesforce functionality.

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

Data-driven marketing uses customer data to inform marketing decisions, optimize campaigns, and deliver personalized experiences to consumers.

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

Learn about WordPress, including understanding WordPress features, benefits of using WordPress, comparing WordPress and other CMS, and essential WordPress plugins.

Learn about sales pipeline reporting, including essentials of sales pipeline reporting, key metrics to track, & sales pipeline vs. sales forecasting.

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

A hard sell is an aggressive sales technique that uses high-pressure tactics to push a customer into making an immediate purchase decision.

An HTTP request is a message sent by a client, like a web browser, to a server to ask for a resource, such as a web page or an image.

Learn about B2B data solutions, including unlocking the power of B2B data, & key components of effective B2B data solutions.

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

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 B2B marketing channels, including maximizing B2B channel effectiveness, & exploring digital vs. traditional channels.

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

Learn about product champion, including identifying potential product champions, & cultivating a product champion mindset.

The Challenger Sales model is a methodology where reps teach prospects, tailor their pitch, and take control of the sales conversation.

Learn about objection handling, including strategies for effective objection handling, & common objections in sales and responses.

A Data Management Platform (DMP) is a software that collects and organizes audience data from various sources for targeted marketing efforts.

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

Learn about video hosting, including benefits of video hosting, choosing the right video hosting platform, & video hosting vs. traditional web hosting.

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

Learn about time on site, including the importance of time on site, benefits of monitoring time on site, & strategies to improve time on site.

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

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