Contact
Google's product for email
What is GMail?
A geo-political entity that shares sovereignty with the federal government
What is a state?
A coming together of two or more people
What is a meeting?
A person who is employed to provide financial services and guidance to clients
What is an advisor?
An alert, typically a pop-up or other message
What is a notification?
A fictitious representation of a company's ideal customer
What is a persona?
A subdivision of a broad target market that shares similar characteristics or needs
What is a segment?
The date a transaction is completed, or is anticipated to be completed
What is a close date?
A financial entity that offers investment advice, research, trade execution, and market access
What is a broker/dealer?
A tool that allows you to narrow down records to those that match specific criteria
What is a filter?
A contact who is a prospective customer
What is a lead?
The result of using natural language processing and machine learning to automatically condense lots of information into a coherent overview
What is an AI summary?
A visual, stage-based representation of the sales process
What is a pipeline?
The range of offerings provided to help clients facilitate economic growth and manage risk.
What are financial services?
A visual display that combines multiple reports into a quick, at-a-glance overview of KPIs
What is a dashboard?
The phase immediately after becoming a customer, where the user is getting set up and learning the product
What is onboarding?
A phase that tracks a company's progress through the customer journey, from initial interaction to becoming a loyal advocate
What is a lifecycle stage?
A formal document used to outline solutions, benefits, pricing, and timelines for a prospective customer
What is a proposal?
A term used for the full set of software, tools, and technologies used in a company's operations
What is a tech stack?
A connection that allows applications to share data seamlessly and automate workflows
What is an integration?
A standard rating system for measuring customer satisfaction on a scale from 0-10
What is NPS?
A company identified as a high-value prospect that we want to attract, nurture, and convert into a customer -- often through account-based marketing
What is a target account?
The stage where a salesperson finds out the needs, challenges, and goals of a prospect to determine if they are a good fit
What is discovery (or qualification)?
A feature that allows users to organize and manage records and assets for multiple public corporate identities in HubSpot
What is Brands?