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

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 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

Scheduling is the job or activity of determining when specific tasks will be completed. Block scheduling, often known as blocking, is a method of academic scheduling in the American K-12 s...read more

Marketing management is a crucial aspect of any successful business strategy. It involves the planning, implementation, and control of various marketing activities aimed at promoting a pro...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

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

Landing pages are single-page websites designed to promote or advertise a marketing or ad campaign. Visitors " land " on a landing page after clicking on a link in an email or advertising ...read more

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gathering leads from various sources, tracking all o...read more

lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentrates marketing and communication efforts on heari...read more

Website visitor tracking is the practise of collecting, storing, and sharing information on visitors' activity on the internet by website administrators and third parties. Analysis of a us...read more

Email marketing is a type of marketing that informs your customers via email list of new products, discounts, and other services. It can also be a pitch to educate audience on your brand's...read more

You can view and manage previous interactions with a contact by selecting them from the Contact Directory or the Information view of the current voice, chat, email, or work item conversati...read more

Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a structured approach to systematically managing the flo...read more

Multi-Channel Customer Service encompasses a variety of platforms such as phone, email, live chat, social media, and self-service channels such as FAQs, knowledge bases, forums, online com...read more