N—Z

P

PaaS: Platform-as-a-Service, enabling enterprises to develop customized solutions. Example: On the ShareCRM platform, businesses can use “Custom Objects” to quickly create business entities for specific scenarios, configure enterprise-specific workflows via “Business Process Management,” integrate with existing systems through OpenAPI, and access other customization capabilities.

PRM: Partner Relationship Management, which facilitates complex revenue sharing, settlement, evaluation, and partner product management with content/service providers, corporate clients, and other partners.

Pipeline: Refers to sales funnel management, encompassing tools for tracking customer sales processes.

Basic Fieldwork: A simplified version of Advanced Fieldwork that supports employee field visit planning and information recording. Features include check-in tracking, watermarked photos, visit logs, and helps managers monitor staff movements and customer engagements.

Training Assistant: A comprehensive corporate e-learning platform offering online courses, exams, training task management, public classes, knowledge base, interactive forums, learning analytics, and personalized settings. Note: Includes 100 free training hours by default; additional hours require resource expansion packs.

PRM: Partner Relationship Management. ShareCRM’s PRM enables business interactions between upstream manufacturers and downstream partners—including lead submission, customer registration, opportunity tracking, and order placement on behalf of customers.

Inventory Gain Sheet: Created when physical inventory exceeds system records after an inventory check (Inventory Check Sheet). This document reconciles discrepancies to achieve book-physical alignment.

Inventory Loss Sheet: Generated when system records show lower quantities than physical inventory after an inventory check. This document resolves variances to maintain accurate records.

Inventory Check Action: Sales representatives visit retail locations (e.g., supermarkets) to audit product varieties and quantities on shelves, monitoring sales performance and stock levels.

PV: Page View, a key website traffic metric. Tracking PV trends and analyzing fluctuations is routine work for webmasters.

Q

Enterprise IM: ShareCRM’s instant messaging tool for internal business communication, blending operational workflows with real-time messaging.

Corporate Service Account: ShareCRM’s internal service portal for employee-facing functions, including bulk messaging, custom menus, mobile customer service, and Work Order management.

Corporate Wallet: Enables enterprise payment capabilities including quick payments, collections, and account reconciliation.

Corporate Red Packets: Digital envelopes for distributing employee rewards, bonuses, and holiday gifts.

Enterprise-wide: The top-level organizational node representing all departments. Default label is “Enterprise-wide” (configurable).

Global Variables: System-wide variables usable in calculated fields, default values, validation rules, etc. Includes preset variables (current time/date/datetime) and custom-defined variables.

R

Inbound Order: Documents physical goods receipt, serving as both procurement verification and fraud prevention for purchases. A critical internal control document.

ROI: Return on Investment, measuring business expenditure versus returns. Example: $100 spend generating $200 revenue yields 1:2 ROI. Measurement standards vary by team (opportunities, deal value, or net profit).

S

SaaS: Software-as-a-Service. Cloud-based software accessible via standard internet tools (browsers/mobile apps) without installation. Example: ShareCRM requires only account registration and user licenses—eliminating traditional costs for servers, databases, or upgrade fees.

SCM: Supply Chain Management, optimizing supplier-manufacturer-warehouse-distributor networks for cost-efficient production, logistics, and sales. Covers planning, procurement, manufacturing, delivery, and returns.

SFA: Sales Force Automation, a CRM component enabling quantified management of customer interactions, sales opportunities, and team collaboration through standardized processes.

SPU: Standard Product Unit, classifying products with identical attributes.

SKU: Stock Keeping Unit, inventory identification code.

SQL: Sales-Qualified Lead, indicating higher conversion potential than MQL with additional criteria like budget, project timeline, and expected payment. SQL qualification standards vary by sales team.

QR Code Payments: Mobile payment tool scanning QR codes to collect payments into corporate wallets.

Approval Workflow Management: Configurable approval rules ensuring corporate policy compliance through sequential authorization of data/operations.

Opportunity Sales Process: Customizable sales stages with defined tasks, win probabilities, and post-sales service workflows for different products/customer types.

Delete: Only CRM administrators can permanently remove obsolete records (irreversible action).

Lock: Prevents data modification to preserve accuracy. Locked records remain visible but uneditable by all staff.

Data Permission Management: Controls employee visibility ranges for CRM data.

Data Sharing: Shares all records of an object (e.g., Accounts) from specified departments/users (source) with designated departments/groups/users (recipients).

Upstream Enterprise: Typically a paid ShareCRM subscriber with Interconnection quotas. Can create accounts for partners or establish connections via invitation codes.

Opportunity: The sales cycle for a potential deal, including consultation, quotation, proposal evaluation, and final win/loss outcome for enterprise clients.

Sandbox: A production environment replica for testing. Copies configurations, customizations, and permissions (excluding live data). Sandbox operations don’t affect production systems.

Sandbox Change Sets: Metadata packages for deploying configurations between linked environments.

Private Traffic: Repeat-customer audiences accessible without paid channels (e.g., official accounts, WeChat groups)—similar to follower bases.

SEM: Search Engine Marketing, typically equated with paid search ads (e.g., Baidu Ads).

SEO: Search Engine Optimization, improving organic search rankings through platform algorithm alignment.

Event: User actions within apps/websites, capturing who did what, when, where, and how.

T

Aggregate Fields: Automatically calculate cross-object data summaries.

Refund: Reimbursements issued to customers for various reasons.

Return Order: Documents merchandise returns from customers due to errors or quality issues.

U

UV: Unique Visitor, counted via browser cookies (multiple IP logins from same device count as one visit).

UTM Parameters: Urchin Tracking Module tags for traffic source attribution in URLs: 1. utm_source: Traffic origin (e.g., utm_source=baidu) 2. utm_medium: Channel type (e.g., utm_medium=cpc) 3. utm_campaign: Promotion name (e.g., utm_campaign=B2B_CRM) 4. utm_content: Ad differentiation (e.g., utm_content=logolink) 5. utm_term: Keywords (e.g., utm_term=CRM)

W

WeChat Service Account: Official WeChat accounts for organizations, providing service and user management features with message visibility in chat lists.

Cloud Drive: Dedicated enterprise and personal cloud storage.

Micro-Connection Service: ShareCRM feature integrating WeChat service accounts for seamless pre/post-sales customer experiences.

Uniqueness Rules: Define duplicate detection criteria during bulk data imports.

X

New: Creates records within objects, displaying corresponding layout interfaces.

Related Teams Permission: Data visibility for all members of assigned teams.

Downstream Enterprise: Partners (subsidiaries, distributors, retailers) connecting to upstream enterprises via invitation codes without purchasing Interconnection quotas.

Lead: Initial customer contact information (e.g., business cards, phone numbers) from events, campaigns, or external sources—convertible to Accounts.

Lead Pool: Categorized lead groups (e.g., Shanghai Leads, Education Sector Leads).

Sales Process: Standardized workflow guiding salespeople through staged execution to deal closure.

Sales Order: Binding sales agreements detailing product commitments, enabling coordinated sales, production, and procurement planning.

Y

Employee Points System: Configurable reward rules and leaderboards to boost staff motivation and performance.

ShareMarketing—Professional: Intelligent marketing solution with omnichannel lead generation, including team-based marketing, official account campaigns, SMS/automated marketing, and social distribution.

ShareMarketing—Standard: Lead generation tools featuring team campaigns, event invitations, content management, multi-channel distribution, and performance tracking (upgradable to Professional).

Standard Objects: Native CRM objects pre-built into the system.

Record Type: Object classifications with role-based visibility controls.

Lookup Fields: Read-only cross-object field references.

Validation Rules: Data quality checks during record creation/editing.

Email Template Management: Customizable email templates per business object.

Business Process Management (BPM): Multi-party workflow orchestration with continuous monitoring and optimization.

Business Activities: Process node actions (editing, owner reassignment, related object creation).

Application Nodes: Trigger Work Order assignments, service evaluations, fieldwork plans, or external enterprise processes.

User Groups: Cross-departmental employee groupings for bulk operations or role-based access.

Functional Permissions: Controls object visibility and data operation rights.

Invitation Code: Unique identifiers for establishing enterprise interconnections (exclusive to paid accounts).

Application Administrator: Designated managers for Interconnection modules (notifications, Cloud Drive, Order Connector).

Prepaid Deposit: Advance payments from distributors/dealers applied against future orders.

User Behavior Paths: Tracked sequences of user actions (page views, clicks) within platforms.

User Segmentation: Tag-based audience clustering for targeted engagement (distinct from hierarchical user tiers).

Z

Custom Functions: Programmatic scripts automating data updates, validations, and workflow-triggered actions.

Primary Department: An employee’s main operational department (single mandatory assignment).

Custom Objects: Business-specific modules created beyond standard objects.

Fields: Object components storing data via various formats (text, selects, phone numbers, etc.).

Field Dependencies: Conditional relationships where child field values depend on parent field selections.

Primary Attribute: Each object’s main identifier field (text or auto-number), displayed in cross-object views.

Primary-Secondary Relationship: Hierarchical object links where secondary records inherit primary record permissions. Useful for master-detail reporting.

Smart Forms: External data collection tools via QR codes/links/embedded web code.

Automated Nodes: Process steps triggering system actions without manual intervention.

Tiered Approval (Fixed Levels): Requires approvals through specified management layers regardless of origin department.

Tiered Approval (Fixed Steps): Mandates a set number of approval steps upward from any department.

Convert: Transforms Leads into Accounts, Contacts, and Opportunities simultaneously (“Lead-to-Three” conversion).

Void: Renders records inactive (visible only to CRM admins for restoration or deletion).

Primary Role: Designated main role for employees with multiple CRM roles, determining default interface displays.

Field-Level Permissions: Role-based field visibility/edit controls.

Read-Only: View-only restrictions for fields, entire objects, or specific records.

Landing Page: Critical first-impression pages for campaign conversions (a.k.a. landingPage).