Glossary of CRMOne
CRMOne Glossary: Clear CRM Terms & Concepts for Your Knowledge
Social Media Management
Software as a Service (SaaS)NotificationsNatural Language Processing (NLP)Lead Management SoftwareLead Management PlatformLead Management DashboardLead ManagementDrip MarketingJourney Analytics SoftwareOmnichannel CommunicationFunnel BuilderForm BuilderFeedback AnalyticsElevator PitchFeedback LoopFeedbackFeedback AnalysisHard BounceHIPAA ComplianceLead ActivityLead AnalyticsQuestionnaireQuerySales LeadWorkflow ManagementWorkflow TemplateSales InvoiceSales MarketingTask ManagementWorkflow BuilderWeb ChatWorkflowTask Follow-UpTask ExecutionWarm CallWarm LeadTask DelegationTask DependencyWeb ScrapingVirtual TerminalWebhooksGeo-TaggingGeo TrackingGeo AnalyticsGeo MappingGeofencingFunnel VelocityEntity AnnotationEmail TemplateDead LeadAI ChatBotAd RetentionAI Sales AssistantAI AssistantAction LogsOpportunity PipelineOnline PresenceNotesNo BrandingNiko-Niko CalendarPipeline VelocityOrder ManagementOutbound CallsNurtureNewsletterNewsletter TemplateNote TemplateNetwork AnalyticsCommunication LogConsultative SellingCold Email OutreachContact TracingCold EmailCold CallDeal CardDocument SecurityImport Success RateInteractive Voice Response (IVR)Inbound LeadsImport ManagementImport AutomationBASHO EmailBehavioral TargetingBehavioral SegmentationBehavioral MarketingBehavioral Email MarketingBulk ExportBulk ImportDrip CampaignsDirect Mail AdvertisingDemand GenerationDeal Closure RateDeal ClosureAccess RecertificationWhat is Access Revocation Process in CRM?Automatic Data Capture – ADCWeb PopupWeb PresenceVoice MarketingVoice BroadcastVoicemail DropVoice AnalyticsUpsellTCPA ComplianceTask StatusTask OptimizationQuote AutomationQuote AbandonmentQuotationTriggered EmailUser OnboardingWhitelistSales FunnelSales AutomationWhat are Raw Leads? How to Manage and Convert ThemReputation ScoreSales Call ManagementQuotation TemplateQualified LeadQualitative DataQuantitative DataCalendar AnalyticsCalendar APICalendar AutomationCalendar CollaborationCalendar CustomizationIdeal Customer Profile (ICP)Feedback ManagementInbound SalesMarketing FunnelNet Promoter Score (NPS)Psychographic SegmentationProximity MarketingPitch DeckPipelinePartner Relationship Management (PRM)Hybrid Sales ModelHybrid CRMHot LeadsClick-Through Rate (CTR)Click-to-Open Rate (CTOR)Capture RateCalendarChurn RateDeal Management in CRMDeal ScoreBounced EmailsFallback EmailEmail AutomationDeal StageBounce RateAccess TokenA/B TestingAcquisitionBacklog RefinementLead Closure RateLanding Page OptimizationLanding PageYield ManagementXRM – Extended Relationship ManagementCross-SellJunk LeadJourney Analytics PlatformKanban BoardKeyword TrackingKYCKnowledge BaseKeyword TriggersKPI – Key Performance IndicatorLead CaptureKanbanKanban ViewLanding Page BuilderLead FunnelBulk EmailLead Nurturing CampaignsLabelLead DeduplicationLeadLead LifecycleGDPRAccount-Based MarketingLead DistributionLead AcquisitionCampaign ManagementOmnichannel Marketing in CRM