Sales Engagement Software 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 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

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

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

A performance metric is just a metric that measures how well something works. For example, you can use project performance metrics to track progress when managing a project. Metrics are ch...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

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

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

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

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

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