CRM
Client tracking system
CRM stands for customer relationship management—software and strategies businesses use to track interactions with customers and prospects.
A CRM system stores contact information, purchase history, and communication records in one place: The sales team logs every call in the CRM.
The term often refers to the software itself: We're switching to a new CRM next quarter.
Leading CRM platform provider
- HubSpotMarketing automation CRM software
- dashboardVehicle control panel
- cloudAtmospheric water vapor mass
- SaaSRemotely hosted software access
integration · API · automation · database · pipeline · customization · implementation · workflow
Side-facing outline
- engagementCommitment to wed or attend
- retentionContinued holding or possession
- acquisitionAct of obtaining something
- loyaltyFaithful commitment to another
satisfaction · journey · touchpoint · segmentation · lifecycle · churn · onboarding · support
Long-distance fluid transport tube
- leadDense metal, symbol Pb
- opportunityFavorable circumstance for advancement
- funnelCone directing flow
- conversionAct of changing states
forecast · quota · deal · prospect · outreach · follow-up · close · revenue
Integrated business management software
- APISoftware communication standard
- middlewareInter-application bridging software
- syncCoordinate timing or data
- connectorThing that joins others
plugin · webhook · ETL · import · export · third-party · ecosystem · marketplace
Salesforce
Leading CRM platform provider
- HubSpotMarketing automation CRM software
- dashboardVehicle control panel
- cloudAtmospheric water vapor mass
SaaS · integration · API · automation · database · pipeline · customization · implementation · workflow · notification
profile
Side-facing outline
- engagementCommitment to wed or attend
- retentionContinued holding or possession
- acquisitionAct of obtaining something
loyalty · satisfaction · journey · touchpoint · segmentation · lifecycle · churn · onboarding · support · feedback
pipeline
Long-distance fluid transport tube
- leadDense metal, symbol Pb
- opportunityFavorable circumstance for advancement
- funnelCone directing flow
conversion · forecast · quota · deal · prospect · outreach · follow-up · close · revenue · commission
ERP
Integrated business management software
- APISoftware communication standard
- middlewareInter-application bridging software
- syncCoordinate timing or data
connector · plugin · webhook · ETL · import · export · third-party · ecosystem · marketplace · platform
contact
Communication or physical touch
opportunity · account · activity · notes · history · tracking · entry · deduplication · migration · cleanup
- Informaticacomputadora, hardware, software, mouse, CPU
- online servicesweb services, cloud services, SaaS, web hosting, e-commerce
- softwaresoftware, app, apps, application, program
- salessale, sales, selling, salesperson, salesman
- technical skillscoding, programming, data entry, debugging, software development
- business servicesconsulting, software, legal services, coaching, training
CRMRolodex
Rotating contact organizer
sticky notes · filing cabinet · spreadsheet · address book · notebook
CRMERP
Integrated business management software
supply chain management · inventory management · accounting software