Glossary: Key Terms & Concepts

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, ...read more

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

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

Training management is a software feature that helps organizations efficiently manage their training programs and activities. It serves as a centralized platform for creating, scheduling, ...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

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

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

Compliance. It’s a daunting task for most compliance administrators. It’s also one of the most important components as to why you are regulated. You cannot comply without tracking your reg...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

Applicant Tracking Systems (ATS) can be incredibly useful in helping recruiters efficiently manage the huge number of applicants they receive. Clients can use an applicant tracking system ...read more

The process of welcoming new clients, ensuring that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the fi...read more

Recruitment management is the process of hiring and selecting employees. It comprises responsibilities including posting job advertisements to attract people, updating application forms, a...read more

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful e...read more

Surveys are a vital tool for gathering information and feedback from a specific group of people. It allows organizations and businesses to understand the thoughts, opinions, and preference...read more