Personalization in Sales

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.

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

Marketing attribution is the process of identifying which touchpoints contribute to a conversion and assigning value to each of them.

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

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

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

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

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

Gated content is premium online material, like an ebook or webinar, that users can only access after providing their contact information.

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

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

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

Churn, also known as customer attrition, is the rate at which customers stop doing business with a company over a given period.

A sales demo is a presentation where a sales rep shows a prospect how a product or service works and solves their specific problems.

Multi-channel marketing uses various platforms—like email, social media, and direct mail—to engage with customers wherever they are.

A digital strategy outlines how your business will use online channels, data, and technology to achieve its goals and connect with customers.

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

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

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

Call analytics is the practice of analyzing phone call data to extract insights, track key metrics, and improve overall business performance.

A commission is a service charge paid to an agent for a transaction. It's typically a percentage of the sale, rewarding performance directly.

Affiliate networks are platforms that act as intermediaries between publishers (affiliates) and merchant affiliate programs.

A conversion path is the journey a visitor takes to complete a desired goal, such as making a purchase, filling out a form, or subscribing.

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

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

Marketing Operations (MOps) is the engine of a marketing team, managing the technology, processes, and people to run campaigns effectively.

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

Analytical CRM analyzes customer data to uncover actionable insights, helping businesses make smarter decisions and improve customer interactions.

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

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

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

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

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

Cloud storage is a service model where data is stored on remote servers and accessed from the internet, rather than on a local drive.

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

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

ETL, short for Extract, Transform, Load, is a data integration process for moving raw data from various sources to a central data warehouse.

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

Data privacy is an individual's right to control their personal information, including how it's collected, processed, stored, and shared.

Process Builder is a Salesforce automation tool that lets you create 'if/then' business processes with a user-friendly visual interface.

Sales partnerships are strategic alliances where two companies co-sell products to expand their reach, generate new leads, and increase revenue.

Inside sales is a remote sales process where reps sell products or services via phone, email, and other digital tools instead of in person.

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

Sender Policy Framework (SPF) is an email authentication method that lets you specify which mail servers can send emails on behalf of your domain.

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

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

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

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

“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.

Customer retention refers to the strategies and activities a company uses to prevent customer churn and encourage them to continue buying.

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

Data hygiene is the practice of ensuring your customer data is clean, accurate, and up-to-date by removing duplicates and correcting errors.

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 strategy is a comprehensive plan that outlines how a business will sell its products or services to achieve its revenue goals.

API security is the practice of protecting application programming interfaces from attacks, preventing data breaches and unauthorized access.

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

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

Video email involves embedding a short video directly into an email. This lets recipients watch your message without leaving their inbox.

A competitive advantage is a unique edge that allows a business to produce goods or services better or more cheaply than its rivals.

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

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

Discount strategies are pricing tactics used to attract customers and boost sales by temporarily reducing the price of products or services.

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

Learn about bad leads, including identifying bad leads, warning signs of bad leads, impact of bad leads on sales, & strategies to minimize bad leads.

Account-Based Marketing (ABM) software helps teams coordinate personalized marketing and sales efforts to land high-value customer accounts.

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

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

Multi-touch attribution is a marketing analytics method that credits multiple touchpoints on the customer journey for a conversion.

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

Geo-fencing creates a virtual boundary around a real-world location. It triggers actions on a device when it enters or exits this area.

Interactive Voice Response (IVR) is an automated phone system that uses voice and keypad inputs to interact with callers and route their calls.

Learn about B2B data enrichment, including benefits of B2B data enrichment, implementing B2B data enrichment strategies, B2B data enrichment vs. data cleaning.

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

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

The sales pipeline velocity formula is a key metric that measures how quickly deals move through your pipeline and turn into revenue.

A Sales Development Representative (SDR) is a sales specialist who finds and qualifies new leads, building a pipeline for the sales team.

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 go-to-market (GTM) strategy is an action plan that outlines how a company will reach target customers and achieve a competitive advantage.

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

Lead generation software helps businesses automate finding and capturing potential customers' contact information to build sales pipelines.

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.

Network monitoring is the continuous process of tracking a computer network's performance and health to detect and resolve issues proactively.

Account-based advertising is a hyper-focused B2B strategy that targets key accounts with personalized ads across multiple channels.

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.

Learn about behavioral analytics, including implementing behavioral analytics successfully, & key metrics in behavioral analytics.

A nurture campaign is a series of automated messages designed to build relationships with potential customers and guide them toward a purchase.

A field sales representative, or outside sales rep, travels to meet prospects in person, selling products or services directly within their territory.

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

CSS, or Cascading Style Sheets, is the code that styles a website. It controls the colors, fonts, layout, and overall look of a web page.

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

Sales training is the process of honing a salesperson's skills and knowledge to enhance their effectiveness and drive sales success.

Sales development is the process of identifying and qualifying potential customers to create a pipeline of sales-ready leads for closers.

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

A sales cycle is the series of steps a company takes to close a new customer. It starts with prospecting and ends with a signed deal.

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

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

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

Real-time data is information processed and made available almost instantaneously, enabling immediate analysis and decision-making.

Demographic segmentation divides a market into groups based on traits like age, gender, and income, allowing for more targeted marketing efforts.