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

The process of keeping track of clients' orders and managing the actions required in completing them is known as order management. Accepting the order, picking, packing, and shipping the t...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

Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location like a laptop or smartphone. The tracking informa...read more

Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performing. This includes calculating critical data and ...read more

Live chat is a tool that allows employees to communicate with website users or with one another in real-time. It might be text, voice, or video-based chat that team members utilize to comm...read more

Click-through tracking is an analytical function that measures and reports where individuals click or tap on websites, apps, and emails. A click tracking tool uses software or tags to trac...read more

Real-time order tracking is a software feature that allows users to track the status and movement of their orders in real-time. This feature provides users with up-to-date and accurate inf...read more

A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. These processes can range from sending out a seri...read more

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more

Cleaning, converting, and modeling data to discover relevant information for business decision-making is what data analysis is all about. Data analysis is the process of extracting usable ...read more

Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your marketing strategy to improve your marketing performan...read more

A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physical world, such as occurrences within an organiza...read more

Reminders are a valuable feature found in many software programs that serve as helpful tools for users to stay organized and on top of important tasks. With the fast-paced nature of today'...read more

An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can ...read more