Rollback Procedures

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

Learn about big data, including understanding big data characteristics, benefits of leveraging big data, & challenges in managing big data.

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

Programmatic advertising uses AI and real-time bidding to automate the buying and selling of digital ad space, targeting specific audiences.

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

A use case is a detailed description of how a user interacts with a system to achieve a specific goal, outlining the steps from start to finish.

A sales territory is a specific group of customers or a geographic area that a salesperson or sales team is responsible for managing.

NoSQL ("Not only SQL") databases offer a flexible alternative to relational models, excelling at managing large and unstructured data sets.

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

An Ideal Customer Profile (ICP) is a detailed description of the perfect, hypothetical company that would get the most value from your product.

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

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.

An Applicant Tracking System (ATS) is a software application that manages your entire hiring and recruitment process from a single dashboard.

Account-Based Selling is a B2B strategy where sales and marketing treat high-value accounts as markets of one, using personalized outreach.

Contact discovery is the process of finding accurate contact details for potential leads, including names, emails, phone numbers, and job titles.

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

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

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

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

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

Demand generation is the process of creating awareness and interest in your products to build a pipeline of qualified leads for your sales team.

Affiliate marketing is a performance-based model where affiliates earn a commission for promoting another company’s products or services.

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

"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.

Annual Recurring Revenue (ARR) is the predictable income a company expects to receive from its customers over a one-year period.

A lead generation funnel is a systematic process that guides potential customers from initial awareness of your brand to becoming qualified leads.

Sales enablement provides sales teams with the necessary tools, content, and information to help them sell more effectively and efficiently.

Revenue forecasting is the process of estimating a company's future revenue, using historical data and market trends to guide strategic planning.

Intent leads are prospects who show buying signals through their online actions, indicating they're actively looking to make a purchase.

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

Competitive intelligence (CI) is the ethical gathering and analysis of market data to inform strategic business decisions and gain an advantage.

Copyright compliance is adhering to laws that protect creative works. It involves legally using content by obtaining permission or licenses.

A Request for Information (RFI) is a formal process for gathering information from potential suppliers before issuing a more detailed proposal.

A Simple Object Access Protocol (SOAP) API is a web service that uses XML to exchange structured information between different applications.

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

A sales kickoff (SKO) is an annual event for a sales team to celebrate wins, align on goals, and get motivated for the upcoming year.

Buying criteria are the specific requirements and standards a customer uses to evaluate products or services before making a decision.

Lead qualification is the process of determining which prospects are most likely to become paying customers based on predefined criteria.

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

A sales intelligence platform is software that provides sales teams with data and insights about prospects to help them sell more effectively.

A messaging strategy defines what your brand says, how it says it, and where it says it to connect effectively with your target audience.

Warm outbound is a sales strategy for contacting prospects who've shown interest in your brand through prior engagement, like website visits.

Sales objections are reasons or concerns raised by a potential customer as to why they are hesitant or unwilling to make a purchase.

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

Accounts Payable (AP) is the money a company owes its suppliers for goods or services bought on credit. It's listed as a current liability.

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

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

Product-Led Growth (PLG) is a business strategy where the product itself drives user acquisition, conversion, and expansion.

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.

Learn about B2B data erosion, including causes of B2B data decay, strategies to combat data erosion, & measuring the impact of data erosion.

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

Pipeline coverage is a key sales metric. It's the ratio of your total open pipeline value to your sales quota for a specific period.

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

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

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

A persona map visually outlines a target customer, detailing their goals, behaviors, and pain points to help your team build genuine empathy.

Lead enrichment adds third-party data to your raw lead lists, creating fuller prospect profiles for more effective and personalized outreach.

A Single Page Application (SPA) is a web app that interacts with the user by dynamically rewriting the current page rather than loading new pages.

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.

A sales dashboard is a visual tool that centralizes and displays key sales data, metrics, and KPIs to help teams track performance and goals.

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

Learn about bottom of the funnel, including maximizing conversions at the funnel's end, & strategies for nurturing bottom-funnel leads.

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

Content Rights Management involves controlling the use and distribution of copyrighted digital media to protect intellectual property.

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

AI data enrichment uses artificial intelligence to automatically enhance and update raw data, making it more complete, accurate, and valuable.

A custom API integration is a bespoke connection between software, enabling them to communicate and share data to meet unique business requirements.

An Operational CRM is a system that automates and improves customer-facing business processes like sales, marketing, and customer service.

An Account Executive (AE) is a sales professional responsible for closing new business deals and managing existing client relationships to drive revenue.

A value statement is a clear, concise declaration of the unique benefits a company provides to its customers, outlining its core purpose.

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

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

A landing page is a standalone web page created for a marketing campaign. It’s where a visitor “lands” after clicking an ad or email link.

Sales enablement technology refers to software and tools that equip sales teams with the resources they need to close more deals efficiently.

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

LinkedIn Sales Navigator is a premium tool helping sales teams find and engage with the right leads and accounts on the LinkedIn network.

Contact data is the set of details, like names, emails, and phone numbers, used to get in touch with a person or business for outreach.

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

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

Learn about buyer intent, including understanding buyer intent signals, strategies to capture buyer intent, & buyer intent vs. customer interest.

An email cadence is a scheduled sequence of emails sent to prospects over a specific period to nurture leads and drive engagement.

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

User-generated content (UGC) refers to any form of content, like images, videos, or text, created and shared by users on online platforms.

A sales funnel is a model illustrating the customer's journey from initial awareness to the final purchase, narrowing down leads at each stage.

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

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

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

A Point of Contact (POC) is the designated individual or department that serves as the main hub for information and communication on a matter.

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

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

Outbound sales is when reps proactively contact potential customers through cold calls or emails to generate leads and build a sales pipeline.

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.

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

Learn about business continuity, including understanding key components, steps to ensure continuity, common challenges, & best practices.

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

Integration testing is a software testing phase where individual modules are combined and tested together to verify their interaction.

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

A sales coach is a mentor who trains and guides sales reps to enhance their skills, boost performance, and ultimately close more deals effectively.

Net Revenue Retention (NRR) is the percentage of recurring revenue kept from existing customers, including upsells, downgrades, and churn.

Sales coaching is a process where managers help reps improve their skills and performance through personalized feedback, training, and guidance.