A glossary of terms that we frequently use.
Arranged in alphabetical order
Salespanel tells you who your leads are, where they came from and what they did on your website. We call this ‘360-degree view’ of leads.
When leads/visitors/customers perform any action on your website and/or emails, it is called an activity. Salespanel logs all activities of your visitors.
Adverts are advertising campaigns you run on different marketing platforms like Google, Linkedin, Twitter, etc.
Visitors who have visited your website but have not been identified yet through email are called Anonymous Visitors.
API is the acronym for Application Programming Interface. API is a software intermediary that allows two software to sync data between each other. Salespanel API can sync data from Salespanel to other sales, marketing, automation, and communication tools.
When we say ‘article, we mean a piece of textual content on a website. It can be support content, guides, blog posts, etc.
Automation is a process where software is used to execute several repetitive tasks or trigger actions when a predefined thing happens. Salespanel helps you in marketing automation.
B2B (short for Business to Business) is a business model where a business sells to other businesses instead of consumers (B2C).
Call To Action (CTA)
Call To Action is a marketing term used to denote a device that prompts the visitor/lead/customer/reader to take the desired action. For example, on a landing page, asking for the visitor's email can be the CTA.
A campaign promotes your products and/or services through different marketing channels like adverts, webinars, outreach, etc.
A company on Salespanel is a business where your visitors/leads/customers work at.
On Salespanel, contact details include individual, firmographic, geographic, and activity data. Contact details can be opened by clicking on a contact.
On Salespanel, any ‘lead’ or ‘visiting company’’ who has been captured is referred to as a contact. ‘Anonymous visitors’ who are logged by Salespanel are also referred to as contacts, although less commonly. The definition of a ‘contact’ can be different from other tools. Hence, you should keep a note of this while integrating Salespanel with other products.
A cookie is a piece of data that is sent by a website and stored locally on a user’s browser. Read more here.
Demographic data consists of statistical data of shared groups like age, gender, etc., primarily used for targeting. Firmographic data for B2B businesses is what demographic data is for B2C businesses.
Digests are curation emails sent by Salespanel to update you about leads or companies captured during specific periods (daily, monthly, etc.). Salespanel also allows you to configure automated Segment digests which are periodical emails containing an export of all the leads and accounts from that duration.
The email open data attribute on Salespanel (for Feeds, Filters, and Lead Scoring) is the action of opening an email that has been tracked by our Gmail or Outlook plugin.
Enrich / Enrichment / Data Enrichment
Data enrichment is the addition of data by Salespanel to your contacts when they are identified. Salespanel enriches individual, firmographic, technographic and behavioral data.
Export on Salespanel refers to the function of downloading contacts or sending them to other tools. The Export button on your Salespanel dashboard lets you download contacts in a CSV file.
Feeds on Salespanel is a feature to help you segment your leads in real-time. When contacts match your segmenting rules, they are added to Feeds in real-time.
Filters on Salespanel help you quickly filter out leads based on data attributes.
Firmographic data is the contact’s company details. Firmographic data on Salespanel consists of company size, industry, etc.
Forms / Web Forms
GDPR (short for General Data Protection Regulation) is the regulation for data protection and privacy in the European Union. You can read more about it here.
Ideal Customer Profile (ICP)
An Ideal Customer Profile (ICP) is a fictional customer profile created by you to closely match leads to your desired customers. An ICP needs to be defined to qualify your leads using data attributes.
Individual data on Salespanel means the data of an individual lead (not a company) who has been identified. Individual data consists of name, bio, job role, gender, etc. Individuals are shown at the 'Leads' section of your dashboard.
Integrations are connections provided by Salespanel to other applications. We provide direct integrations, API integrations, and also Zapier integrations.
Lead Temperature on Salespanel defines the activeness of the lead. The lead temperature keeps changing based on how active a lead is on your website. Lead Temperature ranges from Hot (high engagement) to Cold (stopped engagement).
The Leads section on the Salespanel dashboard shows individual leads who have been captured from your web forms, lead magnets, live chat, email marketing campaigns, and 1:1 emails.
Location / Geographic Data
Geographic data tells you where your leads and the companies they work for are located. Geographic data provided for lead qualification include country, city, and region.
Notifications can refer to push notifications (sent through our browser extension), email notifications, and 3rd party notifications (e.g., Slack).
Plugins refer to all software add-ons provided by Salespanel. Many plugins are enabled by default. Plugins can be located here.
Based on context, 'profile' can denote a lead or a company’s profile on Salespanel.
Real-time means that the tracking/trigger/action happens instantaneously. For example, Salespanel tracks all visitors on your website in real-time. Activities are logged as soon as they are performed.
Rules on Salespanel refer to rules you can create for lead scoring.
SAAS (short for Software as a Service) is a software licensing model where the software is licensed on a subscription basis (instead of a one-time purchase). You can read more about it here. Salespanel is a SAAS software.
Score refers to the lead score. Based on lead scoring rules you create, leads accumulate points over time. These points are visible from your dashboard and can also be used for marketing automation.
The Search function (available on the left sidebar) of your Salespanel dashboard is used to search for a contact in your account.
The snooze function on Salespanel helps you snooze notifications for a particular contact.
A team member on Salespanel is a colleague you can add to your account. Team members can be granted permissions and privileges. You can also assign leads to team members.
Tracking means the act of logging customer activities, UTM, and referrer data from your website and email campaigns. Salespanel tracks where your leads come from and how they interact with your website and emails.
Unique visitors refer to the number of distinct individuals on your website. If a person visits your website 10 times, he/she is counted as 1 unique visitor for billing.
The ‘Visiting Companies’ section on your dashboard refers to companies who have visited your website and have been identified through Reverse DNS tracking. The companies that are not marked verified are anonymous visitors who have not signed up.
A visitor is a person who visits your website and is tracked by Salespanel.
Visits mean the number of visits to your website.
Based on context, the website would refer to your website, our website, or website of contact.
A workflow comprises a sequence of processes through which a piece of work is completed. We use the term to refer to lead scoring modules and marketing automation systems.