CRM & Customer Relationship

Wallet

A set of elements sharing at least one common characteristic, grouped together for the purpose of being recognized, preserved, and managed. This concept applies not

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Peak in calls

A sharp, sudden, or sustained increase in the volume of calls received by a contact center or customer service department is defined as a call

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Peak in contacts

When a customer contact center suddenly experiences a massive influx of incoming calls, it’s called a contact spike. These spikes can be caused by various

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Pin-pad

In stores, there is a compact device with a keypad that allows customers to read or insert a chip or magnetic stripe card. Located near

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Sales Pipeline

The sales pipeline is a concept used to describe the process of converting leads into customers in a B2B sales context. This tool highlights the

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Personal shopping

Personal shopping is a retail practice that offers select customers the opportunity to shop with a sales advisor in-store. This service can take place physically

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Contact plan

The messages a brand sends to its customers form what is called a communication sequence. This sequence is personalized for each customer to better meet

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Personas

In marketing and web design, personas are fictional archetypes representing specific customer groups. They serve as practical guides for professionals by offering an anticipated view

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Discovery Plan

The discovery plan is a questioning tool used before and during a sales meeting to better understand the client’s needs. Depending on the products being

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