Workflow Automation

Solution selling is a sales approach focused on understanding a customer's pain points to offer a comprehensive solution, not just a product.

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

The buying cycle is the journey a customer takes from first realizing they have a need to making the final purchase decision.

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

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

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

Learn about brand equity, including understanding its importance, building strong brand equity, measuring brand equity, & real-world applications.

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

Account Click-Through Rate (CTR) is the percentage of individuals from a target account who click on a link in an ad, email, or on a webpage.

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

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

AppExchange is Salesforce's cloud marketplace, offering a vast ecosystem of apps and expert services to extend Salesforce functionality.

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

Learn about B2B sales process, including key components of B2B sales processes, & crafting an effective B2B sales strategy.

Compounded Annual Growth Rate (CAGR) measures the mean annual growth of an investment over a specified period of time longer than one year.

Inbound leads are potential customers who proactively reach out after finding your business through content, social media, or search.

Regression analysis is a statistical method for estimating the relationships between a dependent variable and one or more independent variables.

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

Customer segmentation is dividing customers into groups based on shared traits. This allows for more targeted and effective marketing efforts.

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

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

Product-market fit is when a product meets the needs of a strong market, leading to high demand, customer satisfaction, and organic growth.

Application Performance Management (APM) monitors and manages an application's performance, availability, and the experience of its end-users.

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

Accessibility testing is a software testing method that verifies an application is usable by people with disabilities, like vision or hearing loss.

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

Demand is the economic principle describing a consumer's desire and willingness to purchase a specific good or service at a particular price.

Lead scraping is the process of automatically extracting contact information and other relevant data about potential customers from online sources.

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

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

Sales Operations KPIs are measurable metrics that track the efficiency and effectiveness of a sales team's operational processes.

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

Low-hanging fruit are the most obvious and easy-to-tackle tasks or goals that provide a quick, valuable return for minimal effort.

A sales quota is a time-bound sales goal for a rep or team, measured in revenue or units sold, to be met within a specific period.

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

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

The buyer journey maps the path a potential customer takes, from first learning about a product to the final decision to buy.

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

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

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

A warm email is a message sent to a prospect with whom you have a pre-existing connection, like a mutual contact or a prior interaction.

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

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

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

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

Upselling is a sales tactic encouraging customers to purchase a higher-end version of a product or related add-ons to boost revenue.

Digital Rights Management (DRM) is technology that controls access to copyrighted digital content, restricting its use, modification, and distribution.

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

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.

SPIN selling is a sales technique using a sequence of questions—Situation, Problem, Implication, Need-Payoff—to uncover a buyer's needs.

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

Lead conversion is the process of turning a prospect into a customer by getting them to complete a desired action, such as making a purchase.

The Jobs to Be Done (JTBD) framework focuses on understanding customer needs by identifying the specific 'job' they are trying to accomplish.

Learn about bounce rate, including understanding bounce rate implications, key factors affecting bounce rate, & reducing your bounce rate effectively.

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

Learn about B2B leads, including identifying quality B2B leads, generating B2B leads effectively, & B2B leads vs. B2C leads: understanding the differences.

Omnichannel marketing creates a seamless, unified customer experience by integrating a company's various communication and sales channels.

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

Lead routing is the automated process of distributing incoming leads to the right sales reps based on predefined criteria.

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

Opportunity management is the process of tracking potential sales from first contact to a closed deal, helping teams prioritize and win more.

CRM analytics is the process of analyzing data from your CRM to uncover insights that help you better understand and serve your customers.

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

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.

Channel marketing is a strategy where a company sells its products or services through third-party partners, like resellers or affiliates.

Stress testing is a type of software testing that determines a system's robustness by pushing it beyond its normal operational capacity.

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

A hybrid sales model blends traditional and digital sales methods to engage customers across multiple channels and buying preferences.

Lead scoring models rank prospects by assigning points for their behaviors and demographics, helping sales teams prioritize their outreach.

Sales funnel metrics are key data points that track how effectively you're moving potential customers from awareness to a final purchase.

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

A Search Engine Results Page (SERP) is the page displayed by a search engine after a user enters a query, listing results ranked by relevance.

A touchpoint is any time a potential or existing customer comes in contact with your brand, from seeing an ad to receiving an email.

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

Mobile optimization adapts your website to ensure visitors on smartphones and tablets have a seamless, user-friendly experience.

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

Email deliverability is the ability for your emails to successfully land in your recipients' inboxes instead of their spam folders.

A hard sell is an aggressive sales technique that uses high-pressure tactics to push a customer into making an immediate purchase decision.

An Application Programming Interface (API) is a set of rules that lets different software applications talk to each other and share information.

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.

A complex sale features a long sales cycle, multiple stakeholders, and a high-value transaction, demanding a strategic, consultative approach.

Dark social is the sharing of content through private channels like messaging apps or email. This traffic is hard to track as it lacks referral data.

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

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

Account-Based Everything (ABE) is a strategy aligning sales, marketing, and success teams to focus on a specific set of high-value accounts.

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

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

Learn about business intelligence in marketing, including the role of data in marketing BI, key components of marketing BI, & marketing BI vs. market research.

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

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

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

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

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

SQL (Structured Query Language) is the standard language for managing and querying data within relational databases.

A trusted advisor is an expert who builds a deep client relationship by consistently prioritizing their best interests over any single transaction.

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.

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

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

Marketing analytics involves measuring and analyzing marketing data to understand campaign performance and improve return on investment (ROI).

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