Order Management

Marketo is a marketing automation platform used by B2B marketers to manage lead generation, nurturing, email marketing, and analytics.

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

"Smile and dial" is a high-volume sales tactic where reps make numerous cold calls from a list, often with little to no prior research.

Learn about brand equity, including understanding its importance, building strong brand equity, measuring brand equity, & real-world applications.

Omnichannel sales is a strategy that integrates all physical and digital sales channels to create a seamless, unified customer experience.

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 B2B, including what is it, its key elements, the benefits of B2B partnerships, the differences between B2B and B2C, and strategies for effective marketing.

The buyer journey maps the path a potential customer takes, from first learning about a product to the final decision to buy.

Net Promoter Score (NPS) is a metric measuring customer loyalty by asking how likely they are to recommend your company or product to others.

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

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

Sales forecast accuracy is a key metric that compares your predicted sales revenue against the actual sales revenue you ultimately achieve.

A Call for Proposal (CFP) is a document that solicits proposals, often through a bidding process, for a specific project or service.

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

Technographics is data that outlines a company’s technology stack, helping B2B teams identify prospects based on the software and hardware they use.

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.

Sales team management is the process of leading, coaching, and motivating a sales team to achieve its sales goals and drive revenue growth.

Remote sales is selling from a distance. Reps use digital tools to connect with prospects and close deals without meeting them in person.

Target Account Selling is a focused sales strategy where teams identify and pursue a specific list of high-value accounts.

The buying cycle is the journey a customer takes from first realizing they have a need to making the final purchase decision.

Learn about brag book, including crafting your outstanding brag book, essential components of a brag book, & brag book vs. resume: unveiling the differences.

A Data Management Platform (DMP) is a tech platform used to collect and manage data, mainly for digital marketing and advertising campaigns.

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

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

Inventory management is the process of ordering, storing, and using a company's inventory, from raw materials to finished goods.

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

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

Sales velocity is a key metric measuring the speed at which your company makes money. It shows how fast deals move through your sales pipeline.

An on-premise CRM is a system hosted on a company's own servers, offering complete control over data, security, and system maintenance.

Subscription models are a business strategy where customers pay a recurring fee at regular intervals for access to a product or service.

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

Voice search optimization is the process of optimizing your content, SEO, and online listings to appear in and rank for voice-based searches.

The consideration buying stage is where potential customers have defined their problem and are now actively researching and evaluating solutions.

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

A Representational State Transfer (REST) API is a web service that uses a simple, stateless architecture for systems to communicate online.

Rollback procedures are a set of steps to restore a system to a previous, stable version after a failed update, ensuring minimal disruption.

A version control system (VCS) tracks changes to files over time, allowing you to recall specific versions and collaborate without conflicts.

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

Demand capture is the strategy of engaging potential customers who are already actively looking for a solution that your company provides.

Serviceable Addressable Market (SAM) is the portion of the market your business can realistically serve with its current products and sales channels.

Predictive lead generation uses data and AI to find prospects most likely to buy, helping teams focus their efforts on high-value leads.

A Sales Qualified Lead (SQL) is a prospect vetted by marketing and sales, deemed ready for a direct sales pitch after showing intent to buy.

A Virtual Private Cloud (VPC) is a secure, isolated section of a public cloud. It lets you provision your own logically isolated resources.

A sales process is a structured set of steps that a sales team follows to move a prospect from an initial lead to a closed customer.

Content curation involves gathering, organizing, and sharing the most relevant online content on a specific topic for a particular audience.

Robotic Process Automation (RPA) uses software bots to mimic human actions and automate repetitive, rules-based tasks on digital systems.

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

A Digital Sales Room is a private online space where sellers share all relevant content with buyers to streamline the sales cycle.

A Marketing Qualified Lead (MQL) is a prospect who has shown interest based on marketing efforts but isn't yet ready for a sales conversation.

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

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

Smarketing is the process of aligning your sales and marketing teams. This integration focuses on shared goals to improve lead quality and drive revenue.

Sales prospecting is the process of identifying potential customers, or prospects, and initiating contact to convert them into paying customers.

The open rate is the percentage of recipients who opened an email. It's a primary indicator of a subject line's effectiveness.

Inbound lead generation is the process of attracting potential customers to your business with valuable content and tailored experiences.

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

Dynamic data is information that updates in real-time. Unlike static data, it reflects the most current state of information automatically.

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

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

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

Forecasting uses historical data to make informed predictions about future trends, helping businesses anticipate outcomes and plan accordingly.

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

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

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

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

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

A Statement of Work (SoW) is a document that outlines a project's scope, deliverables, and timeline. It acts as a contract between parties.

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

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

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

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

Total Audience Measurement (TAM) provides a holistic view of content consumption, tracking viewership across all platforms and devices.

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

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

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

Guided selling simplifies complex sales by giving reps step-by-step instructions and data-driven recommendations to close deals faster.

Sales conversion rate is the percentage of prospects who take a desired action, like making a purchase, turning them into customers.

Sales territory planning is the process of dividing customers into geographic areas to be assigned to specific sales reps or teams.

Customer experience (CX) is a customer's total perception of your business, based on every interaction across the entire customer lifecycle.

A System of Record (SoR) is the authoritative data source for a specific type of data. It acts as the single source of truth for an organization.

A sales dialer is software that automates outbound calling for sales teams, allowing reps to connect with more prospects in less time.

Learn about buyer behavior, including understanding the buyer's journey, influencing factors in buyer behavior, & buyer behavior and marketing strategy.

Return on Marketing Investment (ROMI) measures the revenue generated by a marketing campaign relative to the cost of that campaign.

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

Data visualization is the practice of translating information into a visual context, like a map or graph, to make data easier to understand.

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

Lead generation is the process of identifying and cultivating potential customers for a business's products or services.

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

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

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

Kanban is a visual project management method that uses a board to visualize workflow, limit work-in-progress, and maximize team efficiency.

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

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

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

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

A weighted sales pipeline forecasts revenue by assigning a closing probability to each deal, giving a more accurate picture of potential income.

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

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