Workflow Automation

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.

Cold calling is a sales tactic where reps contact potential customers by phone who haven't previously expressed interest in their product or service.

CRM data enrichment is the process of enhancing existing customer records with additional, verified information to improve sales targeting, personalization, and overall data quality.

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.

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

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

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

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

User interaction is any action a user takes within a digital interface, like clicking a button, scrolling a page, or filling out a form.

X-Sell, or cross-selling, is a sales strategy of selling additional, related products or services to an existing customer base.

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

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

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

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

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.

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

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A headless CMS is a back-end content repository that delivers content via API to any front-end, decoupling the content from its presentation layer.

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

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

Consumer Relationship Management (CRM) is a strategy for managing all of a company's relationships and interactions with its customers.

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

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.

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

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.

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

A Letter of Intent (LOI) is a document declaring the preliminary commitment of one party to do business with another, outlining the chief terms.

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

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

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

Warm outreach is a sales outreach strategy where you contact prospects with a pre-existing connection, making your message more personal, relevant, and effective.

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

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

Enterprise Resource Planning (ERP) is a system of integrated software that businesses use to manage and automate their core day-to-day processes.

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

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

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

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

Social proof is a psychological phenomenon where people assume the actions of others reflect correct behavior for a given situation.

Customer buying signals are the actions, behaviors, or statements a prospect makes that indicate they are moving towards a purchase decision.

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.

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

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.

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

An elevator pitch is a short, memorable summary of what you do, designed to be delivered in the time it takes to ride an elevator.

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

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

SFDC stands for Salesforce Dot Com, a popular cloud-based CRM platform that helps companies manage their customer interactions and data.

Load testing is a type of performance testing that determines how a system behaves under both normal and anticipated peak load conditions.

Customer relationship marketing is a strategy for building lasting connections with customers to foster long-term loyalty and engagement.

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

Sales metrics are quantifiable data points that track and measure a sales team's performance against specific goals and objectives.

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Customer retention refers to the strategies and activities a company uses to prevent customer churn and encourage them to continue buying.

An enterprise is a large-scale organization, often a corporation, defined by its complex structure and substantial number of employees.

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

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

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

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

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

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

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

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

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

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

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

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

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

A channel partner is a company that works with a manufacturer or producer to market and sell their products, software, or services to customers.

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

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

A go-to-market (GTM) strategy is an action plan that outlines how a company will reach target customers and achieve a competitive advantage.

Technographics is data that outlines a company’s technology stack, helping B2B teams identify prospects based on the software and hardware they use.

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

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

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

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

A demand generation framework is a strategic process for creating awareness and interest in your product, ultimately driving new business.

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

Event marketing is a strategy where brands engage directly with target audiences through live events like trade shows, conferences, or webinars.

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

Single Sign-On (SSO) is an authentication method allowing users to access multiple applications with one set of login credentials.

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