Lead Generation Software Glossary: Key Terms & Concepts

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google s...read more

Invoice is time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If products or services were acquired on credit, the invoice would general...read more

Online invoicing allows you to create and deliver invoices to your vendors via email rather than printing and mailing physical copies. You can send invoices directly from your online accou...read more

Automated scheduling is a type of AI that specializes in scheduling multiple assignments for a single or several users while adhering to a set of arbitrary criteria. People are becoming mo...read more

Offline payments refer to the ability of a software to process transactions without requiring an internet connection. This feature is particularly useful for businesses and individuals who...read more

Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its customers and prospects. Its objective is straigh...read more

A performance metric is just a metric that measures how well something works. For example, you can use project performance metrics to track progress when managing a project. Metrics are ch...read more

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more

Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies that make it easier to collect, handle, and tra...read more

An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, including messages from teammates, reporting manager...read more

A knowledge database is a database that is used to share and manage knowledge. It encourages knowledge accumulation, organization, and retrieval. Many knowledge bases are built on artifici...read more

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in your company, where they are in the buying cycl...read more

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to them sharing a referral link or code with a frie...read more

Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing investment is another term for it (ROMI). It can b...read more