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

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is described in project documentation, prepared at the ...read more

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet channels while automating tiresome operations. ...read more

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product. From product planning to installation, training,...read more

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals with the list owner, and coordinating fulfillment ...read more

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's response to a prospective customer's request - one l...read more

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call recording and phone tapping. Data from a telecom...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

Version control, often known as source control, tracks and manages changes to digital asset management software code. Version control systems are software development teams' go-to solution...read more

People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...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

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

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product characteristics, descriptions, measurements, price, we...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