Sales Dashboard

A sandbox is an isolated testing environment where new or untrusted code can be run safely without affecting the host device or network.

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

An AI sales script generator is a tool that uses artificial intelligence to create personalized sales scripts for any outreach scenario.

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

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

An account is a company or organization that you're targeting for sales. It can be a prospective, current, or even a past customer.

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

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.

Order management is the end-to-end process of tracking customer orders from placement to fulfillment, ensuring a seamless customer experience.

Competitive analysis means identifying your rivals and assessing their strategies to pinpoint your own business's strengths and weaknesses.

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

Sales operations analytics is the practice of analyzing sales data to improve the efficiency and effectiveness of the entire sales process.

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

Progressive Web Apps (PWAs) are websites that look and feel like native mobile apps, offering features like offline access and push notifications.

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

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.

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

Consultative selling is an approach where salespeople act as expert advisors, diagnosing customer needs to provide the most suitable solutions.

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

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

A Customer Relationship Management (CRM) system is a tool that centralizes customer data to help manage interactions and nurture relationships.

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

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

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

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

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

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.

Triggers are predefined conditions that, when met, automatically launch a workflow or action, ensuring timely and relevant outreach.

Email marketing is a digital strategy where businesses send targeted emails to prospects and customers to build relationships and drive sales.

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

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

“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.

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

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

Sales workflows are a set of automated actions that streamline the sales process, helping teams engage leads consistently and close deals faster.

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

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

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

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

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

GPCTBA/C&I is a sales qualification framework for understanding a prospect's goals, plans, challenges, timeline, budget, and authority.

Sales prospecting software automates the process of finding, contacting, and tracking potential customers to help sales teams build their pipeline.

A sales pipeline is a visual representation of where prospects are in the sales process, from the first contact to the final sale.

The marketing mix is the set of marketing tools a company uses to sell products, defined by the 4Ps: Product, Price, Place, and Promotion.

Revenue intelligence is the process of collecting and analyzing customer data to provide insights that help sales teams make smarter decisions.

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

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

Closed opportunities are potential deals that have concluded. They are categorized as either 'closed-won' (a sale was made) or 'closed-lost'.

Scrum is an agile framework that helps teams structure and manage their work through a set of values, principles, and practices.

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

A User Interface (UI) is the point where humans and computers interact. It encompasses all visual elements like screens, icons, and buttons.

Intent-based leads are potential customers whose online actions—like searches or content engagement—signal a clear interest in buying a solution.

Shipping solutions are services or software that streamline the logistics of getting products to customers, from label printing to final delivery.

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

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

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

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

Mid-market companies are businesses larger than small businesses but smaller than large enterprises, often defined by revenue or employee size.

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

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

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

Voice broadcasting is an automated system that delivers a pre-recorded voice message to a large list of phone numbers simultaneously.

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.

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

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

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

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

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

An Account Development Representative (ADR) identifies and qualifies new business opportunities, creating a pipeline for account executives.

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

Event tracking is the method of collecting data on specific user actions, or 'events,' on a website or app, such as clicks or downloads.

"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.

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

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.

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

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

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

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

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

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

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

Account-Based Marketing (ABM) is a focused B2B strategy where marketing and sales collaborate to target and convert high-value accounts.

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

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

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

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

A talk track is a script that guides sales reps during calls. It ensures they cover key points and maintain a consistent message with prospects.

Learn about B2B data, including sources and types of B2B data, leveraging B2B data for sales success, & ensuring the accuracy of B2B data.

Audience targeting is the process of segmenting consumers into specific groups to deliver more personalized and relevant marketing messages.

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

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

Learn about buyer, including identifying your ideal buyer, understanding buyer's journey, & evaluating buyer decision processes.

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

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

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.

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

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

Key accounts are a company's most valuable customers, vital due to their significant revenue contribution and strategic importance for growth.

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

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