Corporate Identity

A Request for Information (RFI) is a formal process for gathering information from potential suppliers before issuing a more detailed proposal.

White labeling is when a company puts its own branding on a product or service that was actually produced by a different company.

Sales prospecting is the process of identifying potential customers, or prospects, and initiating contact to convert them into paying customers.

The self-service SaaS model allows customers to independently sign up, use, and manage a product without any direct help from the company.

Mid-market companies are businesses larger than small businesses but smaller than large enterprises, often defined by revenue or employee size.

The Dark Funnel describes customer buying activities that are untrackable by companies, such as private chats and word-of-mouth referrals.

Conversion rate is the percentage of visitors who complete a desired goal, like a purchase or sign-up, out of the total number of visitors.

Inbound leads are potential customers who proactively reach out after finding your business through content, social media, or search.

Marketing attribution is the process of identifying which touchpoints contribute to a conversion and assigning value to each of them.

The 80/20 rule, or Pareto Principle, posits that 80% of results come from just 20% of the effort. It's a key concept for prioritization.

An Account Executive (AE) is a sales professional responsible for closing new business deals and managing existing client relationships to drive revenue.

CPQ (Configure, Price, Quote) software is a sales tool for creating accurate, configurable quotes for complex products and services.

Data warehousing is the process of storing and managing large sets of data from various sources for business intelligence and reporting purposes.

Sales velocity is a key metric measuring the speed at which your company makes money. It shows how fast deals move through your sales pipeline.

A sales plan template is a reusable document that outlines your sales strategy, goals, and tactics, providing a clear roadmap for your team.

A sales pitch is a persuasive presentation of a product or service, aimed at convincing a potential customer to make a purchase.

Scalability is a company's ability to handle increased workloads or market demands without a drop in performance or a spike in costs.

A digital strategy outlines how your business will use online channels, data, and technology to achieve its goals and connect with customers.

The buyer journey maps the path a potential customer takes, from first learning about a product to the final decision to buy.

A Data Management Platform (DMP) is a tech platform used to collect and manage data, mainly for digital marketing and advertising campaigns.

SPIN selling is a sales technique using a sequence of questions—Situation, Problem, Implication, Need-Payoff—to uncover a buyer's needs.

CCPA compliance is adhering to the California Consumer Privacy Act, a law that grants consumers more control over their personal data.

Rollback procedures are a set of steps to restore a system to a previous, stable version after a failed update, ensuring minimal disruption.

Retargeting marketing is a digital advertising strategy that targets users who have previously interacted with your website or brand online.

Warm calling is contacting prospects with a prior connection, like a referral or social media interaction, to make your outreach more relevant.

ETL, short for Extract, Transform, Load, is a data integration process for moving raw data from various sources to a central data warehouse.

Funnel analysis is a method for understanding the steps users take to complete a goal, revealing where they drop off in the conversion process.

Programmatic display campaigns use automation to buy and sell digital ad space in real-time, targeting specific audiences across the web.

Lead enrichment adds third-party data to your raw lead lists, creating fuller prospect profiles for more effective and personalized outreach.

A sales call is a real-time conversation between a salesperson and a prospect, aiming to persuade them to purchase a product or service.

"Smile and dial" is a high-volume sales tactic where reps make numerous cold calls from a list, often with little to no prior research.

Unit economics are the direct revenues and costs of a business calculated on a per-unit basis, revealing its fundamental profitability.

Account-Based Marketing (ABM) software helps teams coordinate personalized marketing and sales efforts to land high-value customer accounts.

Database management is the process of organizing, storing, and maintaining data in a database to ensure its accuracy, security, and availability.

Intent data tracks a user's online behavior—like searches and site visits—to identify signals that they are ready to make a purchase.

Employee advocacy is the promotion of an organization by its staff members, who share positive messages and content through their personal networks.

Regression testing ensures that new code changes don’t negatively impact existing features. It's a key step to maintain software quality after updates.

Learn about buyer intent data, including sourcing and interpreting buyer intent data, & key metrics in buyer intent analysis.

CRM analytics is the process of analyzing data from your CRM to uncover insights that help you better understand and serve your customers.

Lead scraping is the process of automatically extracting contact information and other relevant data about potential customers from online sources.

Account-Based Sales Development (ABSD) is a focused strategy where SDRs target key stakeholders within specific, high-value accounts.

An Ideal Customer Profile (ICP) is a detailed description of the perfect, hypothetical company that would get the most value from your product.

Click-through rate (CTR) is a metric that measures the percentage of people who click on a specific link, ad, or call-to-action.

Siloed describes the isolation of data, teams, or systems within a company, which blocks collaboration and creates operational bottlenecks.

Geo-fencing creates a virtual boundary around a real-world location. It triggers actions on a device when it enters or exits this area.

Video prospecting is the sales technique of sending personalized videos to potential customers to grab their attention and secure more meetings.

Lead scoring models rank prospects by assigning points for their behaviors and demographics, helping sales teams prioritize their outreach.

Sales conversion rate is the percentage of prospects who take a desired action, like making a purchase, turning them into customers.

A spiff is a short-term sales incentive, often a cash bonus, paid directly to a salesperson for selling a specific product or service.

A sales sequence is a series of automated touchpoints sent to prospects over time to guide them through the sales funnel.

An objection is an explicit expression by a prospect that presents a barrier to moving forward in the sales process.

A channel partner is a company that works with a manufacturer or producer to market and sell their products, software, or services to customers.

Internal signals are data points from your own systems, like website visits or product usage, that indicate a customer's buying intent.

CRM hygiene involves regularly cleaning and updating your customer data to ensure your CRM system remains a powerful and reliable tool.

Multi-threading allows a single CPU core to run multiple independent threads (or tasks) at the same time, boosting efficiency and performance.

Social proof is a psychological phenomenon where people assume the actions of others reflect correct behavior for a given situation.

Data appending is the process of adding new data fields to your existing database records to enrich and complete your information.

Digital advertising is the practice of delivering promotional content to users through various online and digital channels like social media or search engines.

The marketing funnel is a model illustrating the path potential customers take, from initial awareness to making a purchase.

Mobile compatibility ensures your site or app works flawlessly on mobile devices, like smartphones and tablets, for a seamless user experience.

Pay-per-click (PPC) is an ad model where you pay a fee each time your ad is clicked. It's a method of buying targeted visits to your website.

Learn about B2B demand generation, including strategies for effective B2B demand generation, & key components of a demand generation program.

Enrichment is the process of adding third-party data to your existing customer profiles to get a more complete picture of your leads.

Cost Per Click (CPC) is a digital advertising model where an advertiser pays a fee each time one of their ads gets clicked by a user.

An on-premise CRM is a system hosted on a company's own servers, offering complete control over data, security, and system maintenance.

Return on Investment (ROI) is a key performance metric that measures the profitability of an investment relative to its initial cost.

Learn about bad leads, including identifying bad leads, warning signs of bad leads, impact of bad leads on sales, & strategies to minimize bad leads.

NoSQL ("Not only SQL") databases offer a flexible alternative to relational models, excelling at managing large and unstructured data sets.

Closed Won is a CRM status for a sales deal that has been successfully concluded, resulting in a signed contract and a new customer.

Consumer buying behavior is the study of how individuals select, buy, and use products and services to satisfy their needs and desires.

Marketo is a marketing automation platform used by B2B marketers to manage lead generation, nurturing, email marketing, and analytics.

Demand generation is the process of creating awareness and interest in your products to build a pipeline of qualified leads for your sales team.

Kubernetes is an open-source system for automating the deployment, scaling, and management of containerized applications.

A marketing attribution model is a framework for assigning credit to the marketing touchpoints that lead a customer to convert.

GPCTBA/C&I is a sales qualification framework for understanding a prospect's goals, plans, challenges, timeline, budget, and authority.

Lead routing is the automated process of distributing incoming leads to the right sales reps based on predefined criteria.

Process Builder is a Salesforce automation tool that lets you create 'if/then' business processes with a user-friendly visual interface.

A sales funnel is a model illustrating the customer's journey from initial awareness to the final purchase, narrowing down leads at each stage.

An account is a company or organization that you're targeting for sales. It can be a prospective, current, or even a past customer.

Demand capture is the strategy of engaging potential customers who are already actively looking for a solution that your company provides.

A data pipeline is a set of automated processes that move raw data from various sources to a destination for storage and analysis.

Infrastructure as a Service (IaaS) is a cloud computing service that offers essential compute, storage, and networking resources on-demand.

Learn about B2B data solutions, including unlocking the power of B2B data, & key components of effective B2B data solutions.

Digital contracts are legally binding agreements created, signed, and stored electronically, offering a faster, more secure alternative to paper.

The buying process is the journey a customer takes from first realizing a need to making a final purchase decision and evaluating it afterward.

Learn about break-even, including calculating your break-even point, importance of break-even analysis, & break-even analysis vs. profit margins.

An Account Development Representative (ADR) identifies and qualifies new business opportunities, creating a pipeline for account executives.

A sales forecast is a projection of future sales revenue. It's a crucial tool for businesses to make informed decisions and allocate resources.

An AI sales script generator is a tool that uses artificial intelligence to create personalized sales scripts for any outreach scenario.

Mobile optimization adapts your website to ensure visitors on smartphones and tablets have a seamless, user-friendly experience.

Data visualization is the practice of translating information into a visual context, like a map or graph, to make data easier to understand.

Sales rep training is the process of equipping your sales team with the skills, knowledge, and tools to effectively sell and hit their targets.

Dark social is the sharing of content through private channels like messaging apps or email. This traffic is hard to track as it lacks referral data.

Account-Based Sales (ABS) is a focused B2B strategy where sales and marketing teams treat high-value accounts as individual markets of one.

Sales funnel metrics are key data points that track how effectively you're moving potential customers from awareness to a final purchase.

A Point of Contact (POC) is the designated individual or department that serves as the main hub for information and communication on a matter.

Cybersecurity is the practice of protecting computer systems, networks, and data from digital attacks, theft, and unauthorized access.

Learn about branded keywords, including identifying your branded keywords, & strategies for optimizing branded keywords.

A sales quota is a time-bound sales goal for a rep or team, measured in revenue or units sold, to be met within a specific period.

Your email deliverability rate is the percentage of sent emails that successfully land in a recipient's inbox, rather than bouncing or going to spam.