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CRM Glossary


CRM Glossary

Business software has many acronymns and terminology that can be very confusing. We have developed a comprehensive CRM glossry to help you better understand what everything means.

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Account Management

Account Management provides a strategic approach to maintaining high value customers and turning them into long time satisfied clients by gathering intelligence on organizational structure, individual roles, responsibilities, and competitor data. It allows businesses to tailor client-specific offerings, improve forecasting, and better understand their customers by providing a 360 degree view of all company interactions, across all departments.

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Automatic Call Distribution (ACD)

Automatic Call Distribution intelligently handles and routes incoming calls based on business-specific criteria, such as next available employee, specific skill set, workload, group, geography, and more.

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