Glossar
Custom Properties: Custom fields in HubSpot CRM.
Data Sync: Real-time synchronization of data.
Data Quality Automation: Ensures accurate CRM data.
Integrations: Connects HubSpot with other tools.
Data Import: Importing data into HubSpot.
Data Export: Exporting data from HubSpot.
Workflows: Automated business processes.
Action Sequences: Steps in a workflow.
Enrollment Triggers: Criteria to start a workflow.
Branching Logic: Workflow decision points.
Deal Rotting: Stalled deals in CRM.
Deal Pipelines: Tracks deal stages.
Deal Stages: Steps in sales process.
Pipeline Management: Manages deal progress.
Task Queues: Prioritized to-do lists.
Task Automation: Auto-creates tasks in CRM.
Lead Routing: Assigns leads to team members.
Lead Scoring: Ranks leads by potential.
Contact Management: Manages CRM contacts.
Contact Properties: Info fields for contacts.
Company Properties: Info fields for companies.
Deal Properties: Info fields for deals.
Ticket Properties: Info fields for tickets.
Custom Objects: Unique CRM data structures.
Object-based Workflows: Workflows for custom objects.
Reporting Dashboard: Data visualization tool.
Custom Reports: Tailored data analysis.
Data Filtering: Refines data sets.
Data Cleansing: Fixes data inaccuracies.
Merge Records: Combines duplicate records.
Data Deduplication: Removes duplicate data.
Permissions: User access controls.
User Roles: Predefined access templates.
Team Management: Organizes CRM users.
Partitioning: Separates data access.
HubSpot API: Enables app integration.
Webhooks: Triggers real-time updates.
Email Notifications: Alerts for CRM updates.
Email Templates: Pre-made email formats.
Email Tracking: Monitors email interactions.
Email Scheduling: Sends emails at set times.
Sales Sequences: Automated sales outreach.
Sequence Enrollment: Adds contacts to sequences.
Sequence Steps: Actions in sales sequences.
Sequence Templates: Pre-made sequence formats.
Sequence Analytics: Sequence performance data.
Playbooks: Sales process guidelines.
Calling: Integrated phone system.
Meeting Scheduling: Automates meeting bookings.
Sales Hub: HubSpot's sales platform.
Marketing Hub: HubSpot's marketing platform.
Service Hub: HubSpot's support platform.
CMS Hub: HubSpot's content management system.
Contacts: Individual CRM records.
Companies: Business CRM records.
Deals: Sales opportunities in CRM.
Tickets: Support request CRM records.
Activity Feed: Real-time CRM updates.
Snippets: Reusable text shortcuts.
Live Chat: Real-time website chat.
Chatbots: Automated chat assistants.
Conversational Workflows: Bot-driven processes.
Inbox: Centralized team communication.
Email Sequence: Series of timed emails.
Marketing Emails: Mass promotional emails.
Transactional Emails: Automated service emails.
Email Deliverability: Ensures email delivery.
Email Reputation: Measures sender trust.
Email Subscription: Email list opt-in.
Landing Pages: Focused conversion pages.
CTA: Call-to-Action, prompts user response.
Forms: Collects user information.
Smart Content: Adapts to visitor context.
Website Pages: HubSpot CMS pages.
Blogs: Managed content in CMS Hub.
SEO: Search Engine Optimization.
Analytics: Data-driven insights.
Attribution Reporting: Tracks marketing impact.
Social Media: Manages social channels.
Ads: Creates and tracks ad campaigns.
File Manager: Stores and organizes files.
Design Manager: Creates website templates.
Developer Tools: Code tools for integrations.
App Marketplace: Third-party extensions.
Certifications: HubSpot skill validation.
Academy: HubSpot's learning center.
Knowledge Base: HubSpot's support library.
NPS: Net Promoter Score, customer loyalty.
Customer Feedback: Client input collection.
Surveys: Questionnaires for customer insights.
Tickets Dashboard: Overview of support tickets.
Service Analytics: Support performance data.
Knowledge Base Articles: Support content.
Customer Success: Ensures positive client outcomes.
Onboarding: New client training and setup.
Account-Based Marketing: Targeted marketing strategy.
GDPR: EU data privacy regulation.
Two-Factor Authentication: Enhanced security measure.
CRM: Customer Relationship Management.
Free CRM: HubSpot's complimentary CRM.
Sales Hub Pro: Upgraded sales platform.
Marketing Hub Pro: Upgraded marketing platform.
Enterprise: HubSpot's premium tier.
Customer Portal: Client-accessible support hub.
Pipeline Customization: Tailored deal stages.
Multiple Pipelines: Various sales processes.
Mobile App: HubSpot's smartphone application.
Campaigns: Coordinated marketing initiatives.
Tracking URL: Monitors visitor sources.
List Segmentation: Groups contacts by criteria.
Dynamic Lists: Auto-updating contact groups.
Static Lists: Fixed contact groups.
Drip Campaigns: Timed email sequences.
Email Personalization: Customized email content.
A/B Testing: Compares content variations.
Marketing Automation: Streamlined marketing tasks.
Lead Nurturing: Develops relationships with prospects.
Lead Generation: Attracts potential customers.
Buyer Persona: Ideal customer profiles.
Buyer Journey: Stages of customer acquisition.
Content Offer: Valuable resources for leads.
Content Strategy: Plan for content creation.
Pillar Page: Comprehensive topic overview.
Topic Clusters: Related content groupings.
Social Listening: Monitors social media trends.
Hashtag Tracking: Follows social media tags.
Sales Enablement: Aligns sales and marketing.
Sales Collateral: Sales support materials.
Deal Forecasting: Predicts sales outcomes.
Sales Analytics: Sales performance insights.
Quote: Sales proposal document.
Product Library: Catalog of offerings.
CRM Views: Custom CRM record displays.
CRM Filters: Refines CRM data views.
Notes: CRM record annotations.
Call Logging: Records phone interactions in CRM.
Call Transcriptions: Text versions of calls.
Call Analysis: Evaluates call effectiveness.
Call Coaching: Provides sales call guidance.
Sales Dashboard: Visualizes sales metrics.
Sales Goals: Targets for sales performance.
Lead Capture: Collects prospect information.
Lead Enrichment: Enhances lead data.
Lead Qualification: Determines lead potential.
Lead Magnet: Attracts leads with valuable content.
Prospect Tracking: Monitors lead interactions.
Smart Lists: Dynamic contact groupings.
Marketing Dashboard: Visualizes marketing metrics.
Event Tracking: Monitors visitor interactions.
Abandoned Cart: Unfinished online purchases.
Ecommerce Bridge: Connects HubSpot to e-stores.
Revenue Tracking: Monitors sales income.
ROI: Return on Investment calculation.
Referral Program: Encourages client recommendations.
Affiliate Marketing: Partnerships for promotion.
Customer Advocacy: Encourages loyal client promotion.
Customer Retention: Keeps clients engaged.
Churn Rate: Measures client attrition.
Customer Life Cycle: Phases of client engagement.
Up-selling: Encourages higher-value purchases.
Cross-selling: Promotes complementary products.
Video Hosting: Stores and displays videos.
Video Marketing: Promotes through video content.
Social Posting: Schedules and shares social content.
Social Monitoring: Tracks social media activity.
Social Reports: Analyzes social media impact.
Reputation Management: Monitors online presence.
Conversation Intelligence: Analyzes call data.
Sales Territories: Geographic sales divisions.
Territory Management: Organizes sales regions.
Productivity Tools: Streamlines work processes.
Customer Acquisition Cost: Expense to gain clients
Customer Lifetime Value: Estimation of long-term client worth.
Lead Scoring: Ranks prospect potential.
Lead Source: Origin of potential clients.
Engagement Rate: Measures content interaction.
Conversion Rate: Measures marketing success.
Bounce Rate: Measures webpage exit rate.
Sales Velocity: Measures time to close deals.
Sales Rep Performance: Evaluates individual sales success.
Sales Activity: Actions taken by sales reps.
Salesforce Integration: Connects HubSpot to Salesforce CRM.
Bi-Sync: Two-way data synchronization.
HubSpot API: Application programming interface.
Membership: Exclusive access to content.
Lead Routing: Assigns leads to sales reps.
Lead Management: Organizes prospect data.
Sales Prospecting: Identifies potential clients.
Sales Follow-Up: Continues engagement with leads.
Sales Funnel: Visualizes sales process.
Sales Pipeline: Stages of sales opportunities.
Sales Process: Steps to close deals.
Cold Calling: Unsolicited sales outreach.
Warm Calling: Outreach to familiar leads.
Inbound Sales: Sales strategy focused on attracting leads.
Outbound Sales: Sales strategy focused on active prospecting.
Sales Meetings: Conversations with potential clients.
Sales Demos: Product demonstrations for prospects.
Sales Negotiation: Discusses deal terms.
Contract Management: Organizes sales agreements.
Sales Commission: Earnings based on sales.
Sales Quotas: Targets for sales volume.
Sales Compensation: Pay structure for sales reps.
Sales Training: Develops sales skills.
Sales Coaching: Guidance for sales reps.
Sales Rep Onboarding: Training for new sales hires.
Sales Metrics: Data measuring sales performance.
Sales Reports: Analyzes sales results.
Sales Targets: Goals for sales achievements.
Sales Forecasting: Predicts future sales performance.
Demand Generation: Creates interest in products/services.
Marketing Qualified Lead: Prospects likely to convert.
Sales Qualified Lead: Prospects ready for sales.
Lead Conversion: Transforming leads into customers.
Customer Journey Mapping: Visualizes client experience.
Net Promoter Score: Measures customer loyalty.
Customer Satisfaction Score: Rates client happiness.
Brand Loyalty: Long-term customer commitment.
Customer Engagement: Interactions with clients.
Retention Strategies: Tactics to keep clients.
Upsell Strategies: Methods to promote higher-value sales.
Customer Referrals: Client recommendations.
Customer Testimonials: Positive client feedback.
Case Studies: Detailed client success stories.
Sales Email Templates: Pre-written sales emails.
Email Sequences: Automated email campaigns.
Email Open Rates: Measures email engagement.
Email Click-Through Rates: Tracks email link clicks.
Spam Compliance: Adheres to anti-spam regulations.
Email Deliverability: Ensures email inbox placement.
Landing Page: Webpage for lead capture.
Landing Page Builder: Tool for creating landing pages.
Lead Forms: Collects prospect information.
Website Optimization: Enhances site performance.
Mobile Optimization: Improves site for mobile devices.
SEO: Search Engine Optimization tactics.
Keyword Research: Identifies search terms.
On-Page SEO: Optimizes website content.
Off-Page SEO: Enhances site through external factors.
Technical SEO: Improves site infrastructure.
Content Creation: Develops marketing materials.
Content Promotion: Shares and advertises content.
Paid Advertising: Ad placements for a fee.