What is the terminology of PicaPica?

For people who never have used a CRM before the terminology might be a bit confusing. To take that confusion away a bit we compiled a list of phrases that are frequently used.

Terminology

Contacts

A contact is a person where your company has an immediate relation with. Think about customers, partners, resellers, etc. etc.

Accounts

An account is most of the time a company which contains all the contacts related to that account (for contacts this is probably the company where they work).

Leads

A lead is someone who is not yet directly related to your company but has a strong chance of becoming one. Think of a lead as a potential customer that has requested a quote or proposal, of course this can be in several other forms as well; this highly depends on how your company gets their customers.

Targets

Targets are people that are not related to your business in any way, they are probably people that you have met at trade shows or those who have subscribed to your newsletter. Targets can come from any where and are important to keep track of, as targets can be converted to leads, who can be converted to contacts.

Trackers

Used within campaigns to see the impressions made for the tracker. The tracker can be used to redirect users to a different website and track the amount of impressions that it receives.

Target lists

These are collections of contacts, employees, leads and targets that make up the target of a certain action. Helpful for registering newsletter subscribers, or people that you like to send promotional items. Of course this can differ per company.

Campaigns

A campaign is a simple registration of a marketing campaign you are planning, executing or done with. It can is a simple tool to let you see what your expected budget is, your actual costs and the amount of impressions your trackers received. You can also link up target lists to see who your actual target are in this campaign.