Operational CRM

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

GPCTBA/C&I is a sales qualification framework for understanding a prospect's goals, plans, challenges, timeline, budget, and authority.

Consultative selling is an approach where salespeople act as expert advisors, diagnosing customer needs to provide the most suitable solutions.

XML (Extensible Markup Language) is a markup language for encoding documents in a format that is both human-readable and machine-readable.

The purchase stage is when a buyer has decided on a solution and is ready to buy. They're comparing vendors to make a final choice.

No Cold Calls is a sales strategy that replaces unsolicited calls with warm outreach to prospects who have already demonstrated interest.

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

Revenue Operations KPIs are quantifiable metrics that track the performance, efficiency, and health of a company's revenue-generating engine.

CPM, or Cost Per Mille, is a key advertising metric. It's the cost an advertiser pays for one thousand views or impressions of a single ad.

Employee engagement is the emotional commitment an employee has to their organization, motivating them to contribute to the company's success.

MOFU, or Middle of the Funnel, is the crucial evaluation stage in the buyer's journey where leads compare solutions to their known problem.

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

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

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

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

Sales Operations Management streamlines sales processes, tech, and data analysis to help sales teams sell more effectively and efficiently.

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

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

Cohort analysis is a behavioral analytics tool that groups users with common traits to track their actions and engagement over time.

Sales Engineers blend deep technical knowledge with sales acumen, demonstrating a product's value and solving customer problems to drive revenue.

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

Learn about B2B contact base, including building an effective B2B contact base, & strategies for expanding your contact base.

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

A sales demonstration is a presentation showing a prospect how a product or service works and how it can solve their specific problems.

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

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

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

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

Email deliverability is the ability for your emails to successfully land in your recipients' inboxes instead of their spam folders.

Scalability is a company's ability to handle increased workloads or market demands without a drop in performance or a spike in costs.

Sales and marketing analytics involves measuring and analyzing performance data to maximize effectiveness and optimize return on investment (ROI).

A Product Qualified Lead (PQL) is a user who has experienced a product's value, signaling a strong potential to convert to a paid customer.

Customer Success is a business strategy focused on proactively helping customers achieve their goals with your product or service.

A Value-Added Reseller (VAR) is a company that adds features or services to an existing product, then resells it as an integrated solution.

A Sales Manager leads a sales team, setting goals, analyzing performance, and developing strategies to drive revenue and meet targets.

Enrichment is the process of adding third-party data to your existing customer profiles to get a more complete picture of your leads.

A Content Delivery Network (CDN) is a system of distributed servers that deliver web content to users based on their geographic location.

Video messaging involves sending short, personalized video clips to prospects or customers, replacing traditional text-based communication.

A follow-up is a communication sent after an initial interaction to continue the conversation, provide more value, or prompt a response.

A channel partner is a company that works with a manufacturer or producer to market and sell their products, software, or services to customers.

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

Territory management is the process of segmenting customers into groups by geography or other factors to optimize sales efforts and resources.

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

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

ABM orchestration aligns marketing and sales actions across channels to deliver seamless, personalized experiences to high-value accounts.

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

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

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

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

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

User testing involves observing real users interact with a product to identify usability issues and improve the overall user experience.

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

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

Load balancing is the practice of distributing incoming network traffic across a group of backend servers, ensuring no single server is overworked.

A Marketing Qualified Account (MQA) is a target company that has shown significant engagement, indicating it's ready for the sales team to pursue.

Software as a Service (SaaS) is a cloud-based model where users subscribe to an application and access it over the internet.

Key Performance Indicators (KPIs) are measurable values that demonstrate how effectively a company is achieving its key business objectives.

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

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

A firewall is a digital barrier that protects a network by monitoring and controlling traffic, blocking unauthorized access and malicious content.

Sales acceleration refers to strategies and technologies designed to speed up the sales cycle, enabling reps to close more deals, faster.

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

Price optimization is the process of finding the ideal price for a product or service to maximize profitability or other business objectives.

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

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

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

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

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

Employee advocacy is the promotion of an organization by its staff members, who share positive messages and content through their personal networks.

A hybrid sales model blends traditional and digital sales methods to engage customers across multiple channels and buying preferences.

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

Demand is the economic principle describing a consumer's desire and willingness to purchase a specific good or service at a particular price.

Learn about business intelligence, including key components of business intelligence, the role of BI in decision making, business intelligence tools and techniques.

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

Customer Acquisition Cost (CAC) is the total cost a business spends to gain a new customer. It includes all sales and marketing expenses.

Functional testing verifies that software performs its intended functions as specified in the requirements, ensuring it works as users expect.

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

Account Click-Through Rate (CTR) is the percentage of individuals from a target account who click on a link in an ad, email, or on a webpage.

Lead enrichment tools are platforms that automatically add missing data to your leads, like contact info, firmographics, and buying signals.

A sales script is a pre-written guide of talking points that helps salespeople navigate conversations with potential customers.

DevOps is a culture and set of practices that merges software development (Dev) and IT operations (Ops) to shorten development cycles.

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

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

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

The buyer's journey maps the path a potential customer takes, from first becoming aware of a problem to making a final purchase decision.

Targeted marketing focuses on specific consumer groups whose needs align with your product, allowing for more personalized and effective messaging.

On-Target Earnings (OTE) is a salesperson's total potential pay, combining base salary and commission for hitting their sales quota.

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

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

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

Drupal is a free, open-source content management system (CMS) for building websites and applications. It's known for its robust flexibility.

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

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

Monthly Recurring Revenue (MRR) is the predictable, recurring income a business expects to receive each month from all active subscriptions.

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

The marketing mix is the set of marketing tools a company uses to sell products, defined by the 4Ps: Product, Price, Place, and Promotion.

Consultative selling is a sales approach where a salesperson acts as an advisor, focusing on understanding and solving a customer's specific needs.

Demand forecasting is the process of predicting future customer demand for a product or service based on historical data and market trends.

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

Sentiment analysis, or opinion mining, automatically determines the emotional tone behind text—whether it's positive, negative, or neutral.