Sales and Marketing Analytics

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

Data-driven lead generation is the process of using data insights to identify, attract, and convert high-quality leads into customers.

Learn about serviceable obtainable market, including calculating serviceable obtainable market, & key factors influencing serviceable obtainable market.

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

CCPA compliance is adhering to the California Consumer Privacy Act, a law that grants consumers more control over their personal data.

Personalization in sales means tailoring outreach to a prospect's specific needs, interests, and context to make communication more relevant.

Learn about sales forecast accuracy, including improving sales forecast accuracy, & factors influencing forecast precision.

Market intelligence is the process of collecting and analyzing data about your target market, competitors, and industry to guide business strategy.

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

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

After-sales service is the support provided to customers after they've purchased a product. It includes things like warranties, training, or repairs.

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

A performance plan is a formal document outlining an employee's goals, expectations, and metrics for success over a specific period.

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

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

Customer Lifetime Value (CLV) is the total revenue a business expects from a customer throughout their entire relationship with the company.

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

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

Psychographics categorizes people by their attitudes, interests, and lifestyles, revealing the 'why' behind their purchasing decisions.

Learn about rollback procedures, including understanding when to use rollback procedures, & steps to implement rollback procedures.

An inside sales rep sells products or services remotely from an office, using digital tools like phone and email to connect with customers.

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

Regression testing ensures that new code changes don’t negatively impact existing features. It's a key step to maintain software quality after updates.

“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.

Learn about sales script, including crafting an effective sales script, essentials for a winning sales script, sales script vs. spontaneous pitch.

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.

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

A marketing budget breakdown is a detailed plan that allocates your total marketing funds across various channels, campaigns, and activities.

Learn about sales enablement technology, including key benefits of sales enablement technology, & essential features of sales enablement platforms.

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

Learn about sales forecast, including key elements of sales forecasting, methods for accurate sales projections, sales forecasting vs. sales goals.

Lead management is the process of capturing, nurturing, and qualifying leads to guide them from initial interest to sales-ready.

Expansion revenue is the extra money a business makes from its current customers via upgrades, new products, or additional services.

Lead generation tactics are the strategies and methods used to attract potential customers and convert them into leads for your sales team.

Learn about browser compatibility, including understanding the importance, common challenges, best practices, & tools for testing.

Learn about sales prospecting techniques, including essentials of effective prospecting, & crafting your prospecting strategy.

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

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

Learn about sales lead, including identifying your ideal sales lead, generating quality leads effectively, & comparing sales leads and prospects.

Learn about B2B marketing attribution, including challenges in B2B marketing attribution, & key metrics for effective attribution.

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.

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

Dynamic segments are self-updating lists that group contacts based on real-time data, ensuring your outreach is always timely and relevant.

Learn about sales metrics, including key types of sales metrics, essential components of sales metrics, & analyzing sales metrics effectively.

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

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.

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

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.

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

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

Economic Order Quantity (EOQ) is the ideal order quantity a company should purchase to minimize its total inventory-related costs.

Average Revenue per User (ARPU) is a key performance indicator that calculates the average revenue generated from each user or subscriber.

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

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

MEDDICC is a sales qualification framework for complex B2B deals. It helps reps identify and validate key aspects of an opportunity to close more effectively.

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

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

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

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

Predictive Customer Lifetime Value (pCLV) is a forecast of the total net profit a single customer is expected to generate for your business.

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

Learn about sales qualified lead, including identifying sales qualified leads, criteria for sales qualified lead, transitioning leads to sales qualified s.

Database management is the process of organizing, storing, and maintaining data in a database to ensure its accuracy, security, and availability.

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

Email engagement measures how your audience interacts with your emails. It includes key actions like opens, clicks, replies, and forwards.

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

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

Learn about sales operations, including key responsibilities in sales operations, & building an effective sales operations strategy.

Learn about virtual selling, including advantages of virtual selling, key strategies for successful virtual selling, & virtual selling vs. traditional selling.

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

Account-Based Marketing (ABM) benchmarks are key metrics used to measure the performance and success of your targeted account strategies.

Learn about touchpoints, including maximizing touchpoint efficacy, types of sales touchpoints, & optimizing customer journey through touchpoints.

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

Learn about value gap, including identifying the value gap, closing the value gap effectively, & value gap vs. price gap.

A Customer Data Platform (CDP) is software that gathers and organizes customer data from various touchpoints into a single, unified profile.

Direct mail is a marketing method where businesses send physical promotional materials directly to potential customers' mailboxes.

Account management is the post-sales practice of building and nurturing long-term relationships with a company's most valuable clients.

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

Loyalty programs are marketing strategies designed to reward repeat customers. They offer incentives like discounts or exclusive access to encourage retention.

Net new business is revenue from customers who have never purchased from your company before. It’s a crucial indicator of sustainable growth.

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

Learn about shipping solutions, including how shipping solutions work, benefits of shipping solutions, & shipping solutions best practices.

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

Learn about trade shows, including maximizing your trade show impact, & trade show vs. virtual expos: understanding the difference.

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

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

Kubernetes is an open-source system for automating the deployment, scaling, and management of containerized applications.

Account-Based Sales (ABS) is a focused B2B strategy where sales and marketing teams treat high-value accounts as individual markets of one.

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

Learn about sales enablement, including the key components of sales enablement, & crafting an effective sales enablement strategy.

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

Learn about sales enablement platform, including key features of sales enablement platforms, & selecting the right sales enablement platform.

Compliance testing ensures a product or system adheres to specific regulations, standards, or policies set by governing bodies or organizations.

Performance monitoring involves collecting and analyzing data to track a system's operational health and efficiency, ensuring it meets set standards.

Learn about warm outreach, including strategies for effective warm outreach, key benefits of warm outreach, & warm outreach vs. cold outreach.

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

A Data Management Platform (DMP) is a software that collects and organizes audience data from various sources for targeted marketing efforts.

Learn about sales intelligence, including key benefits of sales intelligence, harnessing data for sales success, & sales intelligence tools comparison.

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

Learn about B2C2B, including how B2C2B transforms sales, key strategies for B2C2B success, & differences between B2C2B and B2B2C.