Customer Experience

Revenue Operations KPIs are quantifiable metrics that track the performance, efficiency, and health of a company's revenue-generating engine.

Customer centricity is a business approach that puts the customer at the heart of every decision, aiming to build loyalty and long-term value.

Sales team management is the process of leading, coaching, and motivating a sales team to achieve its sales goals and drive revenue growth.

AppExchange is Salesforce's cloud marketplace, offering a vast ecosystem of apps and expert services to extend Salesforce functionality.

Customer Acquisition Cost (CAC) is the total cost a business spends to gain a new customer. It includes all sales and marketing expenses.

Learn about business continuity, including understanding key components, steps to ensure continuity, common challenges, & best practices.

A Software Development Kit (SDK) is a set of tools that allows developers to create applications for a specific software package or platform.

The FAB technique is a sales framework connecting product features to advantages and then to the specific benefits for the customer.

Sentiment analysis, or opinion mining, automatically determines the emotional tone behind text—whether it's positive, negative, or neutral.

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

Robotic Process Automation (RPA) uses software bots to mimic human actions and automate repetitive, rules-based tasks on digital systems.

Contact discovery is the process of finding accurate contact details for potential leads, including names, emails, phone numbers, and job titles.

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.

CI/CD, or Continuous Integration/Continuous Delivery, automates software builds, tests, and deployments for faster, more reliable releases.

Territory management is the process of segmenting customers into groups by geography or other factors to optimize sales efforts and resources.

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

An Applicant Tracking System (ATS) is a software application that manages your entire hiring and recruitment process from a single dashboard.

The buying cycle is the journey a customer takes from first realizing they have a need to making the final purchase decision.

Cross-Site Scripting (XSS) is a web security vulnerability that allows attackers to inject malicious scripts into trusted websites.

Accounts Payable (AP) is the money a company owes its suppliers for goods or services bought on credit. It's listed as a current liability.

Data privacy is an individual's right to control their personal information, including how it's collected, processed, stored, and shared.

Sales Key Performance Indicators (KPIs) are quantifiable metrics used to measure how effectively a sales team is achieving its key objectives.

Sales automation uses software to streamline and automate repetitive, manual sales tasks, freeing up reps to focus on selling.

Event marketing is a strategy where brands engage directly with target audiences through live events like trade shows, conferences, or webinars.

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

A canary release is a deployment strategy where new software is rolled out to a small user group first, minimizing risk before a full release.

A Request for Quotation (RFQ) is a document that a company sends to one or more suppliers to get a quote for specific products or services.

An API (Application Programming Interface) is a software intermediary that allows two applications to talk to each other and exchange information.

A Content Management System (CMS) is software for creating, managing, and modifying website content without needing specialized technical skills.

Network monitoring is the continuous process of tracking a computer network's performance and health to detect and resolve issues proactively.

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

Drupal is a free, open-source content management system (CMS) for building websites and applications. It's known for its robust flexibility.

A custom API integration is a bespoke connection between software, enabling them to communicate and share data to meet unique business requirements.

Net new business is revenue from customers who have never purchased from your company before. It’s a crucial indicator of sustainable growth.

A sales methodology is the framework that guides how your sales team approaches the entire sales process, from prospecting to closing deals.

A freemium model offers a product's basic features for free, enticing users to upgrade to a paid version for more advanced capabilities.

A use case is a detailed description of how a user interacts with a system to achieve a specific goal, outlining the steps from start to finish.

Sales Engineers blend deep technical knowledge with sales acumen, demonstrating a product's value and solving customer problems to drive revenue.

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

Account mapping is comparing your customer list with a partner's to find common prospects and unlock new sales opportunities.

Generic keywords are broad search terms that lack specific details like brand or location. They attract a wide audience with less specific intent.

Inbound lead generation is the process of attracting potential customers to your business with valuable content and tailored experiences.

A hybrid sales model blends traditional and digital sales methods to engage customers across multiple channels and buying preferences.

Consultative selling is an approach where salespeople act as expert advisors, diagnosing customer needs to provide the most suitable solutions.

Private labeling is when a company rebrands a product made by a third-party manufacturer and sells it as their own.

A Salesforce Administrator is a certified professional who manages and customizes the Salesforce platform to meet a company's specific business needs.

User-generated content (UGC) refers to any form of content, like images, videos, or text, created and shared by users on online platforms.

Learn about B2B marketing channels, including maximizing B2B channel effectiveness, & exploring digital vs. traditional channels.

AI marketing uses artificial intelligence to analyze data, automate decisions, and deliver personalized customer experiences at scale.

Sales training is the process of honing a salesperson's skills and knowledge to enhance their effectiveness and drive sales success.

Hadoop is an open-source framework designed for the distributed storage and processing of extremely large data sets across clusters of computers.

A sales presentation is a formal pitch by a salesperson to a prospective customer, showcasing a product or service to secure a sale.

Logo retention is a key B2B metric that measures a company's ability to retain its customers, or 'logos,' over a specific period.

Learn about business intelligence, including key components of business intelligence, the role of BI in decision making, business intelligence tools and techniques.

Page views count the total number of times a page on your website is loaded. This metric is a key indicator of your site's overall traffic.

SEO, or Search Engine Optimization, is increasing the quantity and quality of traffic to your website through organic search results.

Customer loyalty is a customer’s devotion to a brand, shown by their repeat purchases and engagement, driven by positive experiences and trust.

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

Learn about B2B2C, including benefits of B2B2C model, key strategies for B2B2C success, & B2B2C vs. B2C vs. B2B: understanding the differences.

Channel marketing is a strategy where a company sells its products or services through third-party partners, like resellers or affiliates.

Consumer Relationship Management (CRM) is a strategy for managing all of a company's relationships and interactions with its customers.

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

Feature flags let you remotely control features in your app without new code. This enables safe testing, gradual rollouts, and quick rollbacks.

Search Engine Marketing (SEM) is a digital marketing strategy that uses paid tactics to increase a website's visibility in search engine results.

Buying intent is the collection of online cues and behaviors that signal a prospect is actively researching and moving toward a purchase decision.

Monthly Recurring Revenue (MRR) is the predictable, recurring income a business expects to receive each month from all active subscriptions.

The buyer's journey maps the path a potential customer takes, from first becoming aware of a problem to making a final purchase decision.

Customer journey mapping is the process of creating a visual story of your customers' interactions with your brand across all touchpoints.

AI in sales uses smart technology to automate repetitive tasks, analyze customer data, and help sales reps close deals more efficiently.

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.

Account management is the post-sales practice of building and nurturing long-term relationships with a company's most valuable clients.

Cold calling is a sales tactic where reps contact potential customers by phone who haven't previously expressed interest in their product or service.

Employee engagement is the emotional commitment an employee has to their organization, motivating them to contribute to the company's success.

Incident response is an organization's systematic approach to managing and mitigating the aftermath of a security breach or cyberattack.

A Value-Added Reseller (VAR) is a company that adds features or services to an existing product, then resells it as an integrated solution.

Ransomware is a type of malicious software that encrypts a victim's files, holding them hostage until a ransom is paid for the decryption key.

The Jobs to Be Done (JTBD) framework focuses on understanding customer needs by identifying the specific 'job' they are trying to accomplish.

The purchase stage is when a buyer has decided on a solution and is ready to buy. They're comparing vendors to make a final choice.

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

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

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

Account-Based Marketing (ABM) is a focused B2B strategy where marketing and sales collaborate to target and convert high-value accounts.

Customer Lifetime Value (CLV) is the total revenue a business expects from a customer throughout their entire relationship with the company.

A nurture campaign is a series of automated messages designed to build relationships with potential customers and guide them toward a purchase.

Outbound sales is when reps proactively contact potential customers through cold calls or emails to generate leads and build a sales pipeline.

A Product Qualified Lead (PQL) is a user who has experienced a product's value, signaling a strong potential to convert to a paid customer.

Serviceable Obtainable Market (SOM) is the portion of the market you can realistically capture with your current resources, sales, and marketing.

Inside sales metrics are quantifiable measures used to track the performance, activities, and effectiveness of an internal sales team.

Customer Success is a business strategy focused on proactively helping customers achieve their goals with your product or service.

A tire-kicker is a prospect who shows interest in a product but has no intention of buying, wasting a salesperson's time and resources.

Sales workflows are a set of automated actions that streamline the sales process, helping teams engage leads consistently and close deals faster.

Digital analytics is the analysis of data from digital channels to understand user behavior and optimize online experiences for business goals.

Economic Order Quantity (EOQ) is the ideal order quantity a company should purchase to minimize its total inventory-related costs.

“Always Be Closing” (ABC) is a sales mantra meaning every action a salesperson takes should be with the ultimate goal of closing the sale.

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

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

Data hygiene is the practice of ensuring your customer data is clean, accurate, and up-to-date by removing duplicates and correcting errors.

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

Load balancing is the practice of distributing incoming network traffic across a group of backend servers, ensuring no single server is overworked.