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Cloud CRM-glossary
Cloud CRM Glossary strides to keep our clients up to date on the latest Cloud CRM knowledge and product advancements. We have provided a glossary of Cloud CRM terms to help your define Cloud CRM and ensure all information can be clearly understood, if there are any areas of our Cloud CRM Glossary you would like further explanation please don't hesitate to contact us directly.

AJAX: Asynchronous JavaScript and XML; development language used to create interactive web applications.
Apex: A language designed for multi-tenant SaaS. Closely resembles SQL and is somewhat similar to Java.
ASP: Application Service Provider; Vendors like who rent applications as a service.
Audit Trail: Method of tracing Cloud CRM platform usage.
Back Office Solutions: Solutions for tasks related to accounting, human resources, shipping and other back end processes.
Benchmarking: Comparing ones services or products with that of competitors.
Business Intelligence: provides analytic processes to allow users to locate information, trends and intelligence to increase productivity.
Change Management: Inspiring change for the good by leveraging to work towards unified goals.
Collaboration: Working in teams to achieve a goal;'s knowledge management allows teams to align easily.
Cloud CRM: Customer Relationship Management
CTI: Computer Telephony Integration; integrating a telephone interface with other databases and applications.
Customer Analysis: Using the vast resources and data within to best understand and serve clients.
Customer Centric: The approach taken by where we align ourselves closely with our clients in order to provide optimal service.
Customer Service: The ability to support a client after purchase to ensure the best possible product experience.
Data Cleansing: Process to ensure data is accurate, consistent and without duplicate copies, often performed during migration.
Data Export: The process of exporting data from, can be carried out using reports and completed in many formats.
Data Import: The process of importing data to from another platform like a legacy system.
Data Migration: The process of moving data from one platform to another, either through Data Import or data Export.
Data Mining: The process of drilling down through data to uncover detailed explanations of areas like segmentation and business risks.
Data Warehouse: The central location used by to securely store clients data.
Desktop Connectors: A tool used to integrate between and desktop applications.
Direct Marketing: A process aimed at driving clients to your product or service via direct contact.
Document Management: A function of designed to clearly organize business documents for easy management.
Email Marketing: Marketing via online emails to promote products or services.
Enterprise Edition: Cloud CRM edition great for medium to large sized enterprises.
ERM: Enterprise Resource Management; Strategy used to streamline management processes found in the back office.
ERP: Enterprise Resource Planning; Strategy used to streamline operational processes in the back office.
ERP Connectors: A tool used to integrate between and ERP legacy systems.
Fast Track Program: A training package designed by to provide the swiftest Clouyd CRM implementation possible.
Field Sales: Conducting sales processes outside of the office.
Front Office: Business areas that deal directly with clients; for example Sales, Customer Support.
HTML Template: A style used largely for sending attractive emails.
Internet Cloud CRM: The model of providing Cloud CRM solutions via the internet.
Isolated Tenancy: feature that allows a client to possess a server used solely by them, only offered by
IT: Information Technology
Java: JavaScript is an object oriented language used for development.
Knowledge Management:'s Knowledge base used to manage and leverage a businesses knowledge.
Knowledge Repository: An area used to store and manage a companies knowledge base.
Live Chat Support: A feature found within the platform which allows users to directly chat with a support representative in real time.
Marketing Automation: Solutions used to automate marketing processes and increase marketing productivity.
Mash up: An application or web site that integrates content from multiple sources.
Mulittenancy: The idea of hosting multiple clients on a single server within our central data warehouse.
Online CRM: The model of providing CRM solutions via the internet.
On-premise: Traditional software solutions requiring physical install onto local machines within a company.
PDA: Personal Digital Assistant; mobile device used to manage contacts and other information while out of the office.
PRM: Partner Relationship Management; allows one to easily collaborate with partners in many different areas.
Professional Edition: Cloud CRM edition great for small, medium and large sized enterprises.
Professional Services: department designed to work closely with clients to uncover business needs and assist in implementation.
PSA: Professional Services Automation; used by project based companies.
Real Time: Up to the minute access to data like that possible with the platform.
ROI: Return on Investment; Period taken to financially benefit from investment.
SaaS: Software as a Service; the delivery model used by
SAN: Storage Area Network; used to connect computer storage devices.
SBDC: Salesboom dot com
Self Service Portal: Feature of that allows clients to access items like help information through a web portal.
SET: Secure Electronic Transaction; carrying out secure financial transactions via the internet.
SFA: Sales Force Automation
SMB: Small to medium sized business
SME: Small to medium sized enterprise
SOA: Service Oriented Architecture
SOAP: Simple Object Access Protocol; XML based messaging used to encode data in Web Service requests.
SQL: Structured Query Language; used to communicate between databases.
SRM: Supplier Relationship Management; managing relations with service and product resources.
Team Edition: Cloud CRM edition great for small to medium sized enterprises.
Territory Management: feature used to best distribute leads to proper personnel based on location.
Traditional CLoud CRM: Form of Cloud CRM that requires physical install and networking of computers within a company.
Two-Factor Authentication: Security feature offered by which requires a USB Token along with login information for successful login.
Unlimited Edition: Cloud CRM edition great for medium to large sized enterprises.
VOIP: Voice Over Internet Protocol; Transmitting voice over data networks.
Web Based Cloud CRM: The model of providing Cloud CRM solutions via the internet.
Web Capture Tool:A tool used to capture leads, contact and cases directly from your web site.
Web Service API: Backend of platform which allows for easy integration with other platforms.
Workflow: Part of the automation process used to associate tasks, activities, records, etc. with other areas or users within your platform.
XML: Extensible Markup Language; used to encode data and perform calls.
Cloud CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
Cloud CRM Implementation Kit
Table of Contents
Fast Track Program
Online Training
Free Cloud CRM Trial
Export & Import
Cloud CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
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