Glossary of CrmOne

CrmOne Glossary: Clear CRM Terms & Concepts for Your Knowledge

Hard BounceHIPAA ComplianceLead ActivityLead AnalyticsQuestionnaireQuestion LibraryQuerySales LeadWorkflow ManagementWorkflow TemplateSales InvoiceSales MarketingTask ManagementWorkflow BuilderWeb ChatWorkflowWorkflow AlertsTask Follow-UpTask ExecutionWarm CallWarm LeadTask DelegationTask DependencyTask EfficiencyWeb ScrapingVirtual TerminalWebhooksGeo-TaggingGeo TrackingGeo AnalyticsGeo MappingGeofencingFunnel VelocityEntity AnnotationEmail TemplateDead LeadAI ChatBotAd RetentionAI Sales AssistantAI AssistantAction LogsActive ListeningOpportunity 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 RecertificationAccess RevocationAutomatic Data Capture – ADCWeb PopupWeb PresenceVoice MarketingVoice BroadcastVoicemail DropVoice AnalyticsUpsellTCPA ComplianceTask StatusTask OptimizationQuote AutomationQuote AbandonmentQuotationZero-Party DataTriggered EmailUser JourneyUser OnboardingWhitelistSales FunnelSales AutomationRaw LeadsReputation ScoreSales Call ManagementQuestion PipingQuotation 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 TokenBig Data AnalyticsA/B TestingAcquisitionBacklog RefinementLead Closure RateLanding Page OptimizationLanding PageYield ManagementXRM – Extended Relationship ManagementCross-SellJunk LeadJourney Analytics PlatformKanban BoardKeyword TrackingKYCKnowledge BaseKeyword TriggersKPI – Key Performance IndicatorLead-to-Customer RatioLead CaptureKanbanKanban ViewLanding Page BuilderLead FunnelBulk EmailLead Nurturing CampaignsLabelLead DeduplicationLeadLead LifecycleGDPRAccount-Based MarketingLead DistributionLead AcquisitionCampaign ManagementOmnichannel Marketing in CRMLead Generation