Process Builder

Serviceable Obtainable Market (SOM) is the portion of the market you can realistically capture with your current resources, sales, and marketing.

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

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

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

Lead response time is the duration between a potential customer showing interest and your team's first point of contact with them.

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

Lead enrichment software adds crucial data to your leads, like contact info and firmographics, to help you better understand and engage them.

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.

A freemium model offers a product's basic features for free, enticing users to upgrade to a paid version for more advanced capabilities.

Signaling is using credible actions to convey information about quality or intent to a less-informed party, effectively building trust.

Direct-to-Consumer (DTC) is a business model where companies sell products directly to customers, bypassing traditional retail middlemen.

Trigger marketing uses customer actions or events to automatically send highly relevant, personalized messages at the perfect moment.

Referral marketing is a strategy that incentivizes existing customers to recommend a company's products or services to their personal network.

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

A Content Management System (CMS) is software for creating, managing, and modifying website content without needing specialized technical skills.

Loss aversion is our tendency to feel the sting of a loss more acutely than the pleasure of an equivalent gain.

Sales performance metrics are key data points that measure a sales team's effectiveness in achieving its goals and driving revenue.

Pipeline management is the process of tracking and managing potential customers as they move through the different stages of your sales process.

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

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

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

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.

Sales automation uses software to streamline and automate repetitive, manual sales tasks, freeing up reps to focus on selling.

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

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

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

The Challenger Sales Model is a sales approach where reps challenge a customer's thinking by teaching, tailoring, and taking control of the sale.

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

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

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

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

Quality Assurance (QA) is the systematic process of ensuring a product or service meets specified quality standards from development to delivery.

Cost Per Impression (CPI) is the price an advertiser pays for each time their ad is displayed to a user, irrespective of clicks.

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

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.

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

Social selling is the art of using social media to find, connect with, build relationships with, and nurture sales prospects.

A canary release is a deployment strategy where new software is rolled out to a small user group first, minimizing risk before a full release.

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

A vertical market is a niche where businesses cater to a specific industry or group of customers with specialized needs, not the mass market.

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

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

Sales pipeline management is the process of organizing, tracking, and managing potential deals through every stage of your sales funnel.

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

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

Conversational intelligence (CI) is AI technology that analyzes customer conversations to find insights that help sales and support teams improve.

Conversion rate is the percentage of visitors who complete a desired goal, like a purchase or sign-up, out of the total number of visitors.

Page views count the total number of times a page on your website is loaded. This metric is a key indicator of your site's overall traffic.

A Unique Selling Point (USP) is the distinct feature or benefit that sets your product, service, or brand apart from the competition.

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

The Dark Funnel describes customer buying activities that are untrackable by companies, such as private chats and word-of-mouth referrals.

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

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

Digital advertising is the practice of delivering promotional content to users through various online and digital channels like social media or search engines.

A Software Development Kit (SDK) is a set of tools that allows developers to create applications for a specific software package or platform.

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

Closed Lost is a sales term for a deal that didn't go through. The prospect decided not to buy, or the sales team disqualified them.

Ramp-up time is the period a new hire takes to get fully up to speed and become a productive member of your go-to-market team.

Personalization is the practice of using data to tailor products, services, or content to an individual's specific needs and preferences.

The marketing funnel is a model illustrating the path potential customers take, from initial awareness to making a purchase.

Sales rep training is the process of equipping your sales team with the skills, knowledge, and tools to effectively sell and hit their targets.

Dynamic pricing is a strategy where businesses set flexible prices for products or services based on current market demands and other factors.

Reverse logistics is the process for goods moving from the customer back to the seller, covering returns, repairs, recycling, and disposal.

A sales pitch is a persuasive presentation of a product or service, aimed at convincing a potential customer to make a purchase.

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

HubSpot is a customer relationship management (CRM) platform with tools for marketing, sales, and service, all aimed at helping businesses grow.

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

Real-time data processing is the method of analyzing data the instant it's generated, enabling immediate actions and decision-making.

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

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

Fulfillment logistics is the entire process of getting an order to a customer, from storing inventory to picking, packing, and final shipment.

Cybersecurity is the practice of protecting computer systems, networks, and data from digital attacks, theft, and unauthorized access.

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

Retargeting marketing is a digital advertising strategy that targets users who have previously interacted with your website or brand online.

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

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

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.

The Target Buying Stage identifies a prospect's position in the buying journey, from initial awareness to the final decision to purchase.

Ad-hoc reporting is the creation of one-off reports to answer specific business questions as they arise, providing instant, targeted insights.

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

A sales bundle groups multiple products or services into a single offering, often at a discounted price to provide greater value to customers.

Learn about brand awareness, including understanding its importance, building an effective strategy, key metrics to track, & examples in the real world.

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

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

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 Unique Value Proposition (UVP) is a concise statement that clearly communicates the unique benefit a customer gets from your product or service.

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

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

Multi-threading allows a single CPU core to run multiple independent threads (or tasks) at the same time, boosting efficiency and performance.

Customer journey mapping is the process of creating a visual story of your customers' interactions with your brand across all touchpoints.

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

Firmographics are descriptive attributes of organizations, used to segment companies by characteristics like industry, size, and location.

Content syndication is the process of republishing your web content on third-party sites to reach a much wider audience.

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

A Subject Matter Expert (SME) is an individual with profound knowledge and authority in a particular area, topic, or industry.

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

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

Customer data analysis is the process of examining customer information to uncover insights that drive business decisions and improve experiences.

Customer Retention Cost (CRC) is the total amount a company spends to keep an existing customer over a certain period of time.

Sales Key Performance Indicators (KPIs) are quantifiable metrics used to measure how effectively a sales team is achieving its key objectives.