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WPCRM Glossary of Terms

WPCRM Glossary of Terms

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WPCRM Glossary of Terms

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Account: Accounts consist of customers, prospects, vendors, business partners, or customer subsidiaries. Account information is available to view and edit within WPCRM. Customer accounts are automatically synced with your company’s ERP system, so all relevant information that is entered into the ERP system is available from WPCRM.

Activity: An Activity is an action the WPCRM User takes on behalf of a Contact, an Account, or an Opportunity. Those Activities in WPCRM are: Notes, Tasks, Meetings, Goals, and Attachments.

Activity Feed: The Activity Feed is a display of the one-hundred most recent Activities on a User’s WPCRM system. The contents of the Activity Feed can be filtered by Activity Type, and can be searched by keyword or Account name.

Administrator: An Administrator is a built-in User Role that is able to see all menu items, have access to add/delete users, set up Mission Central dashboard pages, create non-system roles, assign users to security roles, view the system event log, and has the Admin toolbar on top of the WPCRM screen. An Administrator has more access to the WPCRM system than a WPCRM Admin.

Analytics: Analytics is a systematic methodology that provides contextual Business Intelligence (BI) within the WPCRM system.  By drilling into the enormous volume of data in your existing ERP system and other sources, WPCRM Sales Analytics highlights the “actionable” trends that help business users make informed decisions. Sales Analytics is user/role-based.

Attachment: An Attachment is a document or file that a User would like to attach and connect to a specific Contact, Account, or Opportunity.

Contact: Contacts are people associated with your Accounts, or individual business associates. Contacts can be optionally synced between WPCRM and your Exchange/Outlook account and your email, scheduling and messaging systems (e.g. Exchange/Outlook) and/or your smart phone device.

Custom Fields: Custom Fields allows users to capture consistent and searchable data attributes for your accounts, contacts, opportunities, and goals. Custom Fields allow a user to determine the flow of information into the WPCRM system in a way that extends the reach of your company’s Business Intelligence. Building targeted marketing lists by filtering your book of accounts by specific interest keys is an example of Custom Field capabilities.

Exchange: Microsoft Exchange is a server program that provides an integrated system of managing email, contacts, and calendaring software. WPCRM is able to sync with a User’s exchange.

Forecasting Opportunity: Forecasting Opportunities provide a useful way of tracking projected deals for your accounts throughout the stages of the sales process.

Goal: A Goal is a way of documenting and tracking a specific target that a User is hoping to reach.

Locate: Locates are the way to search within the WPCRM modules with a variety of advanced search options to filter the search to the User’s specific needs.

Meeting: A Meeting is a way of documenting and tracking an appointment that a User has with a Contact, Account, or Opportunity.

Merge Fields: Merge Fields serve as data placeholders for information such as: Recipient Information, Recipient Account Info, Sender Information, and System Fields. These placeholders are filled in when the action is completed (e.g. When sending a Marketing Campaign).

Mission Central: Mission Central can be thought of as a User’s customizable WPCRM homepage. What is displayed at Mission Central can be configured by a Company’s WPCRM system administrator to meet the specific needs and concerns of various individual Users Roles.

Note: A Note is any piece of information that a User would like to connect with a Contact, an Account, or Opportunity.

Outlook 2010 Add-In: The Outlook 2010 Add-In allows your Microsoft Outlook 2010 to sync with your WPCRM system, which streamlines the process of gathering and implementing Business Intelligence. WPCRM users will no longer have to do double entries for Outlook and their CRM.

Quick Email: Quick Email allows the WPCRM User to send out marketing communications with less time and content than the Targeted Campaign, but with that same access to all the User’s Contacts and Saved Search contact lists.

Quick Search: Quick Search is a WPCRM search engine located in several modules throughout the WPCRM application. Quick Search searches within the specific module it’s located on.

Saved Search: A Saved Search is the saved criteria of a specific search within any one of the following WPCRM modules: Contacts, Accounts, and Forecasting Opportunities. Saved Searches can be used to link certain groups of Contacts, Accounts, and Opportunities for Marketing and Business Intelligence purposes.

Security Access: Security Access determines the level of access a WPCRM User has to other User’s information. Security Access is usually based on the User’s position within the company.

Service Helpdesk: A region or department of the company’s Service Organization. The helpdesk can have its own set of operational hours, assignment rules, Service Level Agreements and Service catalog.

Service Ticket: A traceable incident relating to customers, contacts or internal employees.  Service Tickets are created when an internal or external individual requests support. Tickets are typically closed when the support request is fulfilled or no longer required.

Service Ticket Category: A hierarchical categorization of types of service ticket.  The ticket category is used to determine the ticket’s assignment, security access, service level information, custom fields and default data values.

System Administration: System Administration is the managing of the WPCRM settings and User Roles. Most of the System Administration takes places under the Settings tab.

Targeted Campaign: The Targeted Campaign allows the WPCRM user to maximize their company’s email marketing potential with a multitude of advanced options and customizable templates in combination with WPCRM’s unique Saved Search and Sales Analytics capabilities.

Task: A Task is a way of documenting a specific action that needs to be done with a particular Contact, Account, or Opportunity.

User: A User is the individual who has a WPCRM username and interacts with the WPCRM application.

User Role: A User Role is a role that has been given to the User by the System Administrator, and determines what level of access the User has to the company’s WPCRM application.

WP Button: The WP Button is the purple WebPresented logo located in the top-left corner of the screen within WPCRM. Clicking on it allows User access to Quick Add options, Help options, and My Account options.

WPCRM Admin: A WPCRM Admin is a built-in User Role that is able see all menu items, have access to see/restore deleted accounts, create custom fields, Log In As another user, and any changes available under the Settings tab.