The sales & AI glossary
Clear, no-fluff definitions of the sales, AI, RevOps and go-to-market terms that actually matter, with the context behind each one.
A
A/B Testing
A/B testing is a method of comparing two versions of something, a page, an email, an ad, by showing each to a randomly split audience and measuring which performs better against a chosen goal. It replaces opinion with evidence.
ACV vs ARR
ACV vs ARR is the distinction between two subscription-revenue metrics: ACV (annual contract value) measures the average yearly value of a single customer contract, while ARR (annual recurring revenue) measures the total recurring revenue across the entire customer base, annualized.
AI Agent Handoff
An AI agent handoff is the moment an AI agent transfers a conversation or task to a human (or another agent), passing along full context so the next party can pick up seamlessly, the escape hatch that keeps automation helpful rather than a trap.
AI Agent SOP
An AI agent SOP (standard operating procedure) is the documented set of rules, steps, and boundaries that govern how an AI agent should handle a given situation, the playbook defining what it does, in what order, and when to escalate, translating human SOPs into instructions an agent executes consistently.
AI Chat Agent
An AI chat agent is an AI system that converses with people through text chat, on a website, in an app, or in messaging, understanding what they type and responding helpfully, and increasingly taking actions, rather than following a rigid scripted menu.
AI Citation
An AI citation is a reference to your content, brand, or website within an AI assistant's answer, when a tool like ChatGPT or an AI search feature names you as a source or draws on your material in its response.
AI Concierge
An AI concierge is an AI assistant that provides personalized, white-glove help to customers or prospects, guiding them, answering questions, and handling requests in a high-touch, attentive way, available instantly and at scale.
AI Copilot
An AI copilot is an AI assistant that works alongside a human, suggesting, drafting, and surfacing information in real time while the person stays in control and makes the final call. The human is the pilot; the AI assists, never acting alone.
AI Gateway
An AI gateway is a management layer that sits between an application and the AI models it uses, routing requests, enforcing policy, controlling cost, and adding security and observability, much as an API gateway does for APIs.
AI Governance
AI governance is the set of policies, controls, and oversight a company puts in place to ensure its AI systems are used safely, responsibly, and in line with its values and obligations. It keeps AI accountable as it takes on more work.
AI IVR
AI IVR is an interactive voice response system powered by artificial intelligence, a phone system that understands what callers say in natural language and responds intelligently, rather than forcing them through rigid keypad menus.
AI Lead Qualification
AI lead qualification is the use of artificial intelligence to assess and score incoming leads, automatically judging how well each fits your ideal customer and how likely it is to convert, so sales effort goes to the best opportunities.
AI Maturity Levels
AI maturity levels are a staged model describing how deeply and effectively an organization has adopted AI, from no real use through scattered experiments and integrated workflows up to autonomous operation, giving leaders a shared way to assess where they stand and what advancing requires.
AI Phone Assistant
An AI phone assistant is software that handles phone calls using artificial intelligence, conversing with callers in natural spoken language to answer questions, qualify them, route them, book appointments, or complete tasks, without a human on the line.
AI Sales Agent
An AI sales agent is an autonomous AI system that carries out sales tasks, engaging prospects, qualifying leads, answering questions, following up, and booking meetings, taking actions on its own rather than just assisting a human rep.
AI Sales Assistant
An AI sales assistant is software that helps a salesperson by drafting emails, researching prospects, summarizing calls, surfacing next steps, and updating the CRM. It augments a human rep rather than replacing them, keeping the human in control of decisions.
AI Search
AI search is search that understands a question and returns a direct, synthesized answer in natural language, drawing from relevant sources and often citing them, rather than just returning a list of links to sift through.
AI-First Organization
An AI-first organization is a company that designs its processes and decisions around AI as the default way work gets done, with humans supervising and handling exceptions, rather than bolting AI onto workflows built for manual labor.
ARR vs MRR
ARR vs MRR is the distinction between two recurring-revenue metrics that measure the same thing at different time scales: MRR (monthly recurring revenue) is the predictable revenue earned each month, and ARR (annual recurring revenue) is that figure annualized, so ARR equals MRR times twelve.
Account Executive (AE)
An account executive (AE) is the salesperson responsible for closing deals, owning opportunities from qualified prospect through to a signed agreement, running discovery, demos, proposals, and negotiation to turn pipeline into revenue.
Account Growth
Account growth is the practice of increasing the revenue and value of an existing customer account over time, expanding the relationship rather than relying on new acquisition for growth.
Account Intelligence
Account intelligence is the collected, organized knowledge about a target account, its structure, people, technology, signals, and context, that helps a revenue team understand and sell to it more effectively.
Account Management
Account management is the practice of maintaining and growing relationships with existing customers after the initial sale, ensuring they get value, stay, and expand over time.
Account Manager
An account manager is the person who owns the ongoing relationship with an existing customer, responsible for keeping that account satisfied, retained, and growing after the initial sale, serving as the customer's main point of contact.
Account Planning
Account planning is the process of building and maintaining a deliberate strategy for growing a specific customer account, mapping its goals, stakeholders, opportunities, and risks into a plan for how to retain and expand the relationship.
Account Team
An account team is the cross-functional group of people assigned to serve and grow a single important customer account, typically spanning sales, customer success, technical, and executive roles, who coordinate to manage the relationship as a unit rather than leaving it to one individual.
Account-Based Marketing (ABM)
Account-based marketing (ABM) is a B2B marketing strategy that targets a defined set of high-value accounts as markets of one, concentrating effort on those specific companies with tailored campaigns, rather than casting a wide net to attract individual leads.
Account-Based Sales
Account-based sales (ABS) is a focused B2B approach that treats individual high-value accounts as markets of one, concentrating coordinated sales effort on a defined list of target accounts rather than chasing a high volume of individual leads.
Action Feed
An action feed is a prioritized, continuously updated list of the most important things a salesperson should do next, surfaced in one place in their sales tool, so reps work from a clear ranked to-do list rather than deciding what to tackle.
Activity Metrics
Activity metrics are measures of the sales actions reps take, calls, emails, meetings, demos, the leading-indicator inputs of selling rather than its results, capturing the effort that produces pipeline and revenue downstream.
Agent Assist
Agent assist is AI that supports a human agent in real time during a customer conversation, surfacing answers, suggesting responses, and pulling up relevant context as the call or chat happens, rather than replacing the agent.
Agent Orchestration
Agent orchestration is the coordination of multiple AI agents (and the tools and steps they use) to accomplish a complex task that no single agent or step could handle alone, managing how they work together, hand off, and stay on track.
Agentic AI
Agentic AI is artificial intelligence that does not just answer or generate content but pursues a goal, deciding the steps, taking actions through connected tools, and adapting as it goes, with limited human direction. It is the shift from AI that responds to AI that acts.
Agentic Commerce
Agentic commerce is an emerging model in which AI agents transact on a person's or company's behalf, discovering, comparing, and purchasing goods or services against the buyer's goals and constraints, rather than a human clicking through every step.
Agentic Workflow
An agentic workflow is a multi-step process executed by one or more AI agents that plan, act, use tools, and adapt toward a goal, rather than following a fixed script, deciding the path at runtime instead of running hard-coded steps.
Annual Contract Value (ACV)
Annual contract value (ACV) is the average annualized revenue from a single customer contract, the total value of a contract normalized to a one-year figure, so deals of different lengths can be compared on equal footing.
Answer Engine Optimization (AEO)
Answer engine optimization (AEO) is the discipline of structuring and writing content so AI answer engines, the systems that respond to a query with a direct, synthesized answer, will surface, trust, and cite it. It is the evolution of search optimization for an answer-first world.
Attention Interest Desire Action (AIDA) Model
The AIDA model (Attention, Interest, Desire, Action) is a classic marketing and sales framework describing the four stages a person moves through on the way to a purchase: capture attention, build interest, create desire, and prompt action.
Auto Email
An auto email (automated email) is a message that software sends on its own in response to a trigger or schedule, without a person composing and sending it each time.
Auto QA
Auto QA is automated quality assurance that scores every customer interaction, calls, chats, and emails, against a defined scorecard, replacing the manual practice of a reviewer sampling a small fraction of conversations by hand.
Automated Deal Progression
Automated deal progression is the use of software, rules, and signals to move opportunities forward through the pipeline, automatically triggering next steps, follow-ups, and stage updates so deals advance rather than stall while waiting on manual effort.
Automated Follow-up
Automated follow-up is the use of software to send timely follow-up messages, emails, reminders, or sequence steps, to prospects and customers automatically, based on triggers or a schedule, rather than relying on a person to remember each one.
Automation Rate
Automation rate is the share of a process, tasks, interactions, or workflows, that is handled automatically rather than by a human, measuring how much of the work is done by software.
Average Deal Size
Average deal size is the typical revenue value of a closed deal, calculated by dividing total revenue won by the number of deals over a period.
Average Handle Time (AHT)
Average handle time (AHT) is the average total time an agent spends resolving a customer interaction, including talk time, holds, and after-contact work like logging notes. It is a core efficiency metric in support operations.
Average Revenue Per User (ARPU)
Average revenue per user (ARPU) is the average revenue a business generates per user or customer over a period, calculated by dividing total revenue by the number of users.
B
B2B Buying Process
The B2B buying process is the series of stages a business goes through to make a purchase decision, from recognizing a problem to selecting a vendor and buying, typically involving multiple stakeholders, formal evaluation, and a longer timeline than a consumer purchase.
B2B Sales Strategy
A B2B sales strategy is the plan defining how a company sells to other businesses: who it targets, the value it offers, which motions and channels it uses to reach and convert them, and how it measures success.
BOFU (Bottom of Funnel)
BOFU, or bottom of funnel, is the final, decision stage of the buyer's journey, where a prospect has defined their problem and evaluated options and is choosing what to buy. BOFU efforts aim to convert that decision into a purchase.
Baseline Sales
Baseline sales is the level of revenue a business would generate without any new initiative, campaign, or change, the business-as-usual figure against which the impact of new efforts is measured.
Behavioral Data Analysis
Behavioral data analysis is the practice of examining the actions people take, clicks, visits, opens, content engagement, product usage, to understand intent, predict outcomes, and decide what to do next, turning what buyers do, rather than just who they are, into signal.
Behavioral Signals
Behavioral signals are the observable actions a prospect or customer takes, pages visited, emails opened, content downloaded, features used, that reveal their interest, intent, and engagement.
Blended CAC
Blended CAC is the total cost of acquiring customers across every channel, paid and organic alike, divided by the total number of customers acquired, giving a single average cost per customer regardless of where they came from.
Bounce Rate
Bounce rate is a web analytics metric: the percentage of visitors who arrive on a page or site and leave without taking any further action, no second page, click, or interaction. It measures how often a visit ends almost as soon as it begins.
Bounced Email
A bounced email is one that fails to be delivered and is returned to the sender, rejected by the recipient's mail server instead of accepted.
Branded URLs
Branded URLs are shortened or custom links that use a company's own domain instead of a generic third-party shortener, so a link carries the brand and signals legitimacy rather than appearing as an anonymous string on someone else's domain.
Budget Authority Need Timeline (BANT)
BANT (Budget, Authority, Need, Timeline) is a classic sales qualification framework that checks whether a prospect has the budget, the authority to decide, a genuine need, and a timeline to buy.
Buyer Enablement
Buyer enablement is the practice of giving buyers the information, tools, and guidance they need to complete a purchase, helping them buy rather than just helping reps sell.
Buyer Intent
Buyer intent is the set of signals that indicate a person or company is actively researching or considering a purchase, the observable behavior suggesting someone is moving toward buying rather than just passively present.
Buyer Intent Data
Buyer intent data is the information that captures signals of purchase intent, the behavioral data showing a person or company is researching, comparing, or otherwise moving toward a buying decision.
Buyer Journey
The buyer journey is the process a buyer goes through from first realizing they have a problem to choosing and purchasing a solution, seen from the buyer's perspective, the path of awareness, consideration, and decision.
Buyer Journey Mapping
Buyer journey mapping is the practice of documenting the stages a buyer goes through on the way to a purchase, capturing what they think, feel, need, and do at each step, and the friction they encounter, so a company can align its marketing and sales to that journey.
Buying Signal
A buying signal is any action or statement by a prospect that indicates interest in purchasing or movement toward a decision, a concrete clue that someone is closer to buying.
C
CAC Payback Period
CAC payback period is the number of months it takes to recover the cost of acquiring a customer from the gross margin that customer generates, marking when a customer stops being a net cash drain and starts paying back the acquisition investment.
CAC to LTV Ratio
The CAC to LTV ratio (usually written LTV:CAC) compares the lifetime value of a customer to the cost of acquiring them, showing whether a business makes more from customers than it spends to win them, and by how much.
CPL (Cost Per Lead)
CPL (cost per lead) is the average amount a company spends to generate a single lead, calculated by dividing total lead-generation spend by the number of leads produced.
CRM Analytics
CRM analytics is the analysis of customer and deal data stored in a CRM to reveal patterns in pipeline, conversion, and forecasting, turning raw records into decisions about where to focus and what to fix.
CRM Integration
CRM integration is the practice of connecting a CRM with the other tools and data sources a business runs so information flows between them automatically, making the CRM the connected hub of customer data rather than an isolated, stale island.
CSAT
CSAT (Customer Satisfaction Score) is a metric measuring how satisfied customers are with a specific interaction, product, or experience, captured by asking them to rate it on a short scale right after the moment in question.
CX Score
A CX score is a quantified measure of customer experience, a number that summarizes how customers feel about their interactions with a company, used to track and improve the experience over time.
Call To Action (CTA)
A call to action (CTA) is a prompt that tells the audience exactly what to do next, such as book a demo or start a trial. It is the explicit ask that turns attention into a measurable action.
Campaign
A campaign is a coordinated set of marketing or outreach activities, run across one or more channels over a defined period, aimed at a single goal such as generating leads, launching a product, or driving pipeline. It is the unit of planned, measurable effort.
Challenger Sale
The Challenger Sale is a B2B sales methodology built on the idea that top reps win by teaching customers something new about their business, tailoring that insight to the buyer, and taking control of the conversation, rather than simply building rapport and responding to stated needs.
Champion
A champion is the internal stakeholder inside a prospective customer who believes in your solution and actively sells it to the rest of the buying committee on your behalf, especially in the conversations the seller never attends.
Channel Design
Channel design is the strategic work of deciding how a company will reach its customers through distribution channels, which partners, intermediaries, and routes to market it uses, and how they fit together.
Channel Sales
Channel sales is the practice of selling a product through third-party partners, resellers, distributors, value-added resellers, or affiliates, rather than directly to the end customer with your own sales team.
Chat Widget
A chat widget is the embedded chat window in the corner of a website that lets visitors start a conversation without leaving the page. In sales it is a direct line to a high-intent visitor and a tool for capturing and qualifying leads.
Closing Ratio
Closing ratio, also called close rate or win rate, is the percentage of opportunities a salesperson or team wins out of the total they pursue.
Cloud CRM
A cloud CRM is a customer relationship management system hosted by the vendor and accessed over the internet, where the provider handles infrastructure, updates, and security and you pay a recurring subscription instead of running it on your own servers.
Cold Outreach
Cold outreach is contacting a prospect who has no prior relationship with your company, through cold email, cold calling, or social, to start a conversation. It is the engine of outbound sales.
Context Awareness
Context awareness is an AI system's ability to understand and use the surrounding situation, conversation history, user details, and circumstances, to produce relevant, appropriate responses rather than treating each input in isolation.
Conversation Designer
A conversation designer is the person who designs how a conversational AI system, a chatbot, voice assistant, or AI agent, talks with users: the flows, the wording, the tone, and how the system handles everything from a clear request to a confused or frustrated one.
Conversation Intelligence
Conversation intelligence is software that records, transcribes, and analyzes sales calls and meetings using AI, surfacing what drives wins, losses, and deal risk so teams can coach reps and forecast more accurately.
Customer Agent
A customer agent is an autonomous AI system that handles customer interactions end to end, understanding a request, taking the actions needed to resolve it, and responding, rather than just answering questions like a basic chatbot.
Customer Onboarding
Customer onboarding is the structured process of guiding a new customer from signed contract to first real value, covering welcome, setup, training, and adoption so they reach the outcome they bought the product to achieve.
D
Deal Management
Deal management is the practice of guiding an individual sales deal from opportunity to close, coordinating the people, steps, information, and timing needed to win it.
Deal Velocity
Deal velocity is the speed at which an individual deal moves from creation to close, how quickly an opportunity progresses through the sales stages to a decision.
Digital Body Language
Digital body language is the pattern of online behaviors a prospect emits, email opens, page visits, content downloads, repeated returns, that reveal their interest and intent, much as physical body language reveals what someone is thinking in person.
Digital Sales Room
A digital sales room (DSR) is a shared, branded online space where a seller and a buyer collaborate on a deal, holding the relevant content, the mutual plan, the stakeholders, and the back-and-forth in one place instead of scattering them across email threads and attachments.
Direct Competition
Direct competition refers to companies offering essentially the same product or service to the same target market, solving the same problem for the same buyers, so a prospect chooses between them on a like-for-like basis.
Direct Sales
Direct sales is selling straight to the end customer with no intermediary, where the company's own salespeople own the relationship from first contact to close, giving full control over message, margin, and customer data.
Discovery Calls
A discovery call is an early sales conversation whose purpose is to understand the prospect's situation, needs, and priorities, rather than to pitch a product, learning enough to decide whether and how the solution genuinely fits.
Dynamic Communication
Dynamic communication is messaging that adapts in real time to the recipient and the context, tailoring content, tone, timing, and channel to who someone is and what is happening, rather than sending everyone the same fixed message.
E
Empathetic AI
Empathetic AI is artificial intelligence designed to recognize human emotion and respond to it appropriately, adjusting its tone, words, and actions to how a person seems to feel rather than treating every interaction as emotionally flat.
Engagement Metrics
Engagement metrics measure how prospects and customers interact with your outreach and content, such as opens, clicks, replies, meeting attendance, and site visits, serving as early signals of interest before a deal closes.
F
Firmographic Data
Firmographic data is the set of company-level attributes used to describe and segment businesses, such as industry, company size, revenue, location, and structure. It is to organizations what demographic data is to individuals.
Forecast Accuracy
Forecast accuracy measures how close a sales forecast comes to the revenue actually closed, indicating whether the forecasting process can be trusted for planning hiring, spend, and targets.
Funnel Optimization
Funnel optimization is the practice of improving the rate at which prospects move from one stage of the sales or marketing funnel to the next, finding where people drop off and fixing those points to convert more of the traffic and leads you already have.
G
Generic Email Address
A generic email address is a role- or department-based inbox, like info@, sales@, or support@, that is not tied to a specific person but to a function or team, contrasting with a personal business email tied to a named employee.
Guardrails (AI)
AI guardrails are the rules and technical controls that keep an AI system's behavior inside safe, accurate, on-brand, and compliant bounds, blocking or correcting outputs that fall outside them.
H
I
Inbound Calls
Inbound calls are phone calls initiated by a customer or prospect rather than a rep. In sales they are high-intent moments, a question, a demo request, or readiness to buy, which makes them among the most valuable contacts a team handles.
Inbound Sales
Inbound sales is a methodology where reps engage buyers who have already shown interest, through content, demo requests, or chat, and guide them toward a purchase in the context of the problem the buyer is trying to solve, rather than interrupting cold prospects.
Interactive Demos
Interactive demos are self-guided, clickable product demonstrations that prospects explore at their own pace, rather than watching a live presentation or a passive video, letting the buyer experience the product's value themselves.
K
Key Account Management (KAM)
Key account management (KAM) is the discipline of managing a company's most important customers through dedicated strategy, resources, and relationships, with the goal of retaining and growing them over the long term rather than simply selling to them once.
Key Accounts
Key accounts are a company's most important customer accounts, the ones that generate a significant share of revenue or carry strategic value, and that therefore warrant more attention and resources than the average customer.
Knowledge Manager
A knowledge manager is the person or system responsible for capturing, organizing, and maintaining an organization's knowledge so it stays accurate, findable, and useful, preventing the decay that affects uncurated knowledge.
Knowledge Sharing
Knowledge sharing is the practice of making what individuals know available to the rest of the team, so expertise like winning messaging, objection responses, and customer insights is captured where everyone can find and reuse it.
L
LLM Optimization
LLM optimization is the practice of structuring and writing content so large language models can understand, trust, and cite it in their answers, making your content the source an AI quotes when buyers ask it questions.
Land and Expand
Land and expand is a go-to-market strategy in which a company wins a small initial deal with a customer (the land), then grows the account over time through upsells, more users, and additional products (the expand).
Lead Enrichment
Lead enrichment is the process of automatically adding missing data to a lead record from external sources, turning a sparse entry like a name and email into a complete profile with company details, role, and context.
Lead Funnel
A lead funnel is the staged path a potential customer travels from first awareness to becoming a qualified opportunity, narrowing in volume at each stage from top of funnel through middle to bottom of funnel.
Lead List
A lead list is a compiled set of potential customers, with the contact and company information needed to reach them, that a sales or marketing team uses as the basis for outreach.
Lead Scoring
Lead scoring is the practice of ranking prospects by how likely they are to buy, assigning points based on who they are (fit) and how they behave (engagement and intent), so sales teams focus on the leads most ready to convert.
M
Mailing Type
A mailing type is the category an email is classified under, defined by its purpose, that determines how it is sent, governed, and treated for consent, frequency, and deliverability.
Market Development
Market development is a growth strategy that takes an existing product into new markets, new geographies, industries, or customer segments, rather than building something new. The product stays the same; the audience changes.
Market Fragmentation
Market fragmentation is a condition in which a market is divided among many small competitors or split into many distinct customer segments, with no single player or product dominating.
Marketing Qualified Lead (MQL)
A marketing qualified lead (MQL) is a lead that marketing has judged ready to pass to sales, based on fit and engagement, but who is not yet ready to buy. It sits earlier in the journey than a sales qualified lead.
Multi-Touch Attribution
Multi-touch attribution is a model for crediting revenue across all the marketing and sales touchpoints a buyer interacted with, rather than just the first or last, to fairly assess which efforts contributed to the win.
Mutual Action Plan (MAP)
A mutual action plan (MAP) is a shared, written plan between a seller and a buyer that lays out every step, owner, and date from the current moment to a signed deal and successful go-live, co-owned by both sides.
N
O
Opportunity Management
Opportunity management is the process of tracking and advancing qualified sales opportunities through the stages of the pipeline, from a real, scoped deal to a closed outcome, so each one gets the right next action and nothing slips through the cracks.
Outbound Sales
Outbound sales is the practice of proactively initiating contact with prospects who have not expressed interest, by targeting specific accounts and reaching out through email, phone, and social to start a conversation and book a qualified meeting.
P
Pipeline Coverage
Pipeline coverage is the ratio of the total value of open opportunities in a sales pipeline to the revenue target for a period, a measure of whether there is enough pipeline to realistically hit the number.
Pipeline Management
Pipeline management is the ongoing practice of tracking, prioritizing, and progressing deals through the sales process, and keeping the overall pipeline healthy enough to hit the revenue target.
Pipeline Velocity
Pipeline velocity is the rate at which revenue moves through the sales pipeline, combining the number of opportunities, the win rate, the average deal size, and the sales-cycle length into a single measure of how fast the pipeline generates revenue.
Power User
A power user is a customer who uses a product far more deeply and frequently than the average user, adopting advanced features, integrating it into their daily workflow, and often pushing it to its limits.
Probabilistic Reasoning
Probabilistic reasoning is the practice of drawing conclusions under uncertainty by working with probabilities, degrees of likelihood, rather than treating everything as definitely true or false.
Purchase Intent
Purchase intent is the likelihood that a person or company will buy, inferred from the signals they give off, behavior, stated plans, and engagement, as they move toward a decision.
Q
R
Referral Marketing
Referral marketing is the practice of deliberately encouraging existing customers to recommend you to others, making word-of-mouth systematic by giving happy customers a reason and an easy way to refer, often with a reward.
Revenue Attribution
Revenue attribution is the practice of assigning credit for closed revenue to the marketing and sales touchpoints that contributed to it, so a company can see which channels, campaigns, and activities actually drive deals.
Revenue Forecasting
Revenue forecasting is the practice of predicting how much revenue a business will close in a future period, based on the current pipeline and historical performance, to guide planning around hiring, spend, and targets.
Revenue Intelligence
Revenue intelligence is the use of AI and automation to capture and analyze all the data and activity across the sales process, calls, emails, meetings, CRM records, and pipeline, and turn it into insights, accurate forecasts, and guidance that help a revenue team sell better.
Revenue Optimization
Revenue optimization is the systematic practice of maximizing revenue by improving every lever across the customer lifecycle, acquisition, conversion, pricing, retention, and expansion, rather than chasing growth through any single tactic.
S
Sales Automation
Sales automation is the use of software to handle repetitive, manual sales tasks, data entry, follow-up scheduling, sequencing, and lead routing, so reps spend more time on the work that needs a human.
Sales Cadence
A sales cadence is a structured, repeatable sequence of outreach touches across channels like email, phone, and social, spaced over a set period and designed to reach a prospect and start a conversation.
Sales Engagement
Sales engagement is the practice of managing and executing all the interactions between sellers and buyers, calls, emails, social touches, and tasks, in a coordinated, multichannel way, usually run through a dedicated sales engagement platform.
Sales Performance Management
Sales performance management (SPM) is the set of processes and tools used to plan, manage, and improve sales team performance, covering quotas, territories, compensation, and performance tracking as one connected loop.
Sales Playbook
A sales playbook is the documented set of plays, processes, messaging, and resources that defines how a team sells, so every rep can run a proven approach instead of improvising.
Sales Reporting
Sales reporting is the practice of compiling sales data into structured reports and dashboards that show what is happening across activities, pipeline, and revenue, turning the raw record of what reps did into a picture leaders can steer by.
Sales Tracking
Sales tracking is the practice of systematically recording and monitoring sales activities, deals, and outcomes, usually in a CRM, so teams can see what is happening in the pipeline and make decisions from data rather than guesswork.
Sales Velocity
Sales velocity measures how quickly a team turns opportunities into revenue, combining the number of opportunities, win rate, average deal value, and sales cycle length into a single figure for revenue generated per unit of time.
Sales Workflow
A sales workflow is the defined, repeatable sequence of steps and actions that move a deal or task through the sales process, often partly automated so the right thing happens at the right time without someone having to remember to do it.
Signal Detection
Signal detection is the practice of identifying meaningful buying signals, the actions and events suggesting a prospect or account is moving toward a purchase, from the noise of everyday data, so teams act on the accounts showing real intent now.
Smart Routing
Smart routing is the automated assignment of leads, conversations, or cases to the best-suited owner using rules and often AI, rather than distributing them randomly or by simple round-robin.
Speed to Lead
Speed to lead is the time it takes a company to respond to a new inbound lead, measured from the moment the lead comes in to the first meaningful contact attempt.
Strategic Account
A strategic account is a customer relationship a company treats as critical to its long-term growth, managing it with dedicated planning, senior attention, and tailored resources rather than standard sales coverage.
T
U
V
Value Consulting
Value consulting is a sales practice in which the seller acts as a consultant, quantifying the business value and ROI their solution will deliver for a specific customer and building the evidence-based case that justifies the investment.
Value-based Selling
Value-based selling is a sales approach that frames a product around the measurable business value it delivers, such as time saved or revenue gained, rather than its features or price, centering the conversation on the buyer's outcomes.
Voicemail Drop
Voicemail drop is a feature that lets a rep leave a pre-recorded voicemail with one click, without waiting through the ring and greeting, so they can move to the next call while the system delivers the message.
W
Warm Call
A warm call is a sales call to a prospect who already has some prior connection to the company, having shown interest, engaged with content, been referred, or interacted before, rather than being contacted out of the blue.
Website Personalization
Website personalization is the practice of adapting what a visitor sees, headlines, offers, content, and calls to action, based on who they are and how they behave, so each visitor gets a more relevant experience than a one-size-fits-all page.
Website Visitor Tracking
Website visitor tracking is the practice of identifying and monitoring the people and companies that visit a website, capturing what they do and, in B2B, often which organization they belong to, so behavior can be turned into signals for marketing and sales.