Sales Analytics Software Glossary: Key Terms & Concepts

Keeping track of your expenses is a crucial component of building a budget for your small business. The financial health of your budget is improved by keeping a daily record of your expens...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

A database of employees comprises vital information such as each employee's personal information and company-related information such as their pay scale, employment date, and more. In addi...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

Payment Processing is defined as providing a Person with the ability to charge or debit accounts using any payment mechanism, including but not limited to Remotely Created Payment Orders, ...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

Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives. It is ideal for controlling an organization's ec...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

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

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

Finding potential consumers for your company is what sales prospecting entails. Prospecting is always the starting step, regardless of the specifics of your sales cycle. Prospects enter as...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

Drip campaigns are a series of automated emails sent in response to user actions or predefined schedules. They let you interact with groups of people based on events like when a person est...read more

A mailing list is the total number of people who have signed up for your website, whether a blog, an e-commerce site or a corporate website. The practice of arranging all email addresses c...read more