A—M

A

API: Application Programming Interface. A set of predefined functions that enable applications and developers to access routines without accessing source code.

ABM: Account-Based Marketing. A strategic approach that focuses on targeting key accounts with personalized messaging to establish meaningful engagement.

AI Shelf Inventory: A fast-moving consumer goods (FMCG) solution where sales representatives conduct periodic shelf audits, reporting product facings to manufacturers. Features include rapid image analysis, accurate product recognition, efficient distribution reporting, and reliable data collection.

App Customization: Customizable user interface within ShareCRM App, including main menu and enterprise homepage personalization.

APL Code: Advanced Programming Language. ShareCRM’s server-side high-code customization capability based on Java/Groovy, compiled into Java bytecode and executed on JVM.

B

BI Reports: Business Intelligence. A comprehensive solution that integrates enterprise data to generate accurate reports and support informed business decisions.

Reporting Connector: A terminal store data collection solution for FMCG and catering industries, featuring hierarchical store management, customizable reporting forms, flexible submission rules, and powerful BI analytics.

Department Head: The manager responsible for an employee’s primary department.

Layout: The display interface for object fields, determining visible fields when creating or opening records. Multiple layouts can be configured per object.

Layout Rules: Dynamic field display settings applied during data creation or editing.

Boolean: A data type supporting binary “Yes/No” selections.

Parallel Tasks: Multiple tasks executed simultaneously within a business process, requiring all completions before proceeding to next stage.

Customer Visit: Regular sales visits to maintain relationships, understand needs, and gather product feedback.

Visit Actions: Structured activity templates guiding sales representatives through standardized customer visits and data collection.

Quotation: A price list provided during sales processes, serving as the basis for Sales Order pricing.

C

CRM: Customer Relationship Management. Technology-driven strategies for managing customer interactions across sales, marketing, and service to enhance loyalty and market growth.

CPQ: Configure, Price, Quote. Software that helps companies define pricing for complex, variable products.

CAC: Customer Acquisition Cost.

C2M: Customer-to-Manufacturer. A business model connecting users directly with production.

CCA: Certified CRM Administrator. ShareCRM’s proprietary certification for CRM professionals.

Van Sales: A distribution model where drivers deliver goods directly to small retailers via mobile sales vehicles.

Lookup Relationship: Defines associations between objects when correspondence relationships are required.

Duplicate Rules: Configuration to prevent duplicate records based on specified field criteria.

Menu Template Management: Customization of CRM module display order, grouping, and visibility in the navigation panel.

Hierarchical Approval: Designated approval by department heads at specified levels.

CRM Roles: Permission sets defining functional access to CRM modules. Employees require assigned roles for CRM access.

Products: Tangible or intangible offerings provided to customers, measured in standardized units and representing value.

Warehouse: Facilities for storing goods, maintaining product integrity while tracking inventory status, location, and distribution.

D

DaaS: Data-as-a-Service. Cloud-based data collection, analysis, and API delivery solutions.

DMS: Dealer Management System. Relationship management platform connecting manufacturers, dealers, and customers.

SMS Service: Integrated messaging platform for targeted marketing and operational notifications across all carriers.

Order Connector: A manufacturer-distributor platform featuring product management, online ordering, payment processing, logistics tracking, differential pricing, promotions, and ERP integration.

DDS: Distribution Data System. Channel data management solution covering data reporting, product downloads, and multi-level ordering.

Objects: CRM modules displayed in the navigation panel.

Object Detail Page: Comprehensive record display for specific object entries.

Object List Page: Left-hand navigation panel displaying CRM modules.

Scoring Rules: Automated evaluation systems that assess data against predefined criteria.

Object Mapping Rules: Synchronization of specified information from Object A to Object B during creation.

Object Template Management: Custom Word/PDF document templates for object printing.

Multi-Person Approval: Approval requires one approver; rejection requires one rejecter.

Printing: Generation of PDF/Word documents using configured templates.

Read/Write: Permission allowing data viewing and editing.

E

ERP: Enterprise Resource Planning. Integrated management system for logistics, capital flow, and information flow.

F

FICO: Financial management software covering general ledger, fixed assets, cash management, AR/AP, reporting, analysis, and accounting systems.

ShareCRM Email: Integrated email management supporting web, desktop, and mobile clients.

Service Connector - Professional: Comprehensive after-sales service platform managing work order workflows, field service progress, and inventory tracking.

Service Connector - Standard: Online customer service platform with multi-channel support and intelligent ticketing (upgradable to Professional).

Secondary Departments: Additional departments where employees participate beyond primary assignment (optional).

Owner: Field designating primary responsibility for object records.

Branch Node: Conditional workflow routing based on field evaluations.

Feed: Information posts within the collaboration module.

Rebate: Performance-based cash incentives provided by manufacturers to downstream partners, redeemable against future orders.

Shipping Order: Documentation for product delivery, serving as key sales evidence.

G

Feeds: Microblog-style enterprise collaboration tool for employee engagement and information dissemination.

Advanced Fieldwork: Closed-loop sales management combining PaaS, BI, and processes for route planning, activity execution, and analytics.

Business Registry: Comprehensive corporate database providing on-demand business intelligence (third-party sourced).

Owning Department: Field recording data ownership for accurate performance attribution (defaults to owner’s primary department).

Workflow Management: Automated operations triggered by specific data conditions.

Owner Reassignment: Transfer of record ownership between employees.

Account Pool: Customer groupings organized by region, industry, or shared characteristics.

Work Order: Issue tracking system for managing requests across organizations.

H

HR Software: Human Resource management systems covering recruitment, employee records, contracts, training, performance, and attendance.

Interconnection Basic Package: Foundational platform for manufacturer-distributor management, including messaging, announcements, training, and service accounts (includes 10,000 WeChat users and 100 enterprise ports).

Interconnection: Connectivity solutions for enterprises (B2B) and end-users (B2C).

Reporting Manager: Direct supervisor designation (visibility controlled via Cc fields).

Consensus Approval: Requires unanimous approval; single rejection defeats.

Interconnection Quota: Purchasable partner connection capacity for paid enterprises.

Interconnection Admin: Role with supreme interconnection permissions for partner and application management.

Interconnection Apps: Upstream-downstream business applications spanning sales (SharePartner), ordering (Order Connector), and service (Service Connector).

Interconnection Enterprise: Downstream entities like distributors and service providers with organizational structures.

Interconnection Users: Accounts for partner employees or end consumers.

Interconnection Roles: Permission sets defining application and object access for interconnected users.

Interconnection Settings: Configuration module for quotas and business rules.

Contract: Legally binding sales agreements requiring rigorous management.

Payment Collection: Recording of actual payments against Sales Orders.

Payment Plan: Scheduled collection tracking for installment payments.

I

IaaS: Infrastructure-as-a-Service. Cloud computing resources including processing, storage, and networking.

J

Inventory Management: Integrated procurement, warehousing, and sales processes - core to SMB operations.

Leave Management: Customizable system for tracking vacation, overtime, and time-off balances.

Calculated Fields: Automatically computed values based on formulas.

Stage-Based Process: Lifecycle workflows with phase-specific standardized actions.

Basic Data Permissions:
- Private: Visible only to assigned teams (including owners) and superiors
- Public Read: Company-wide visibility
- Public Read/Write: Company-wide editing rights

Price List: Product catalogs with customer-specific pricing and discounts.

K

Attendance: Workforce management system supporting fixed, rotating, and flexible schedules with robust analytics.

ContactRadar: WeChat mini-program for social selling, featuring business cards, group promotions, and engagement analytics.

Inventory: Physical stock management optimizing investment and service levels.

Inventory Classes:
- Class A: Full ShareCRM inventory (ERP incompatible)
- Class B: Advanced ERP integration (warehouse, stock, shipments)
- Class C: Standard ERP integration (warehouse and stock only)

Account: Business entities or individuals engaged with the organization.

Customer Account: Asset management including prepayments, rebates, credit, and transaction methods.

Invoice Request: Documentation for legally compliant billing upon revenue recognition.

L

Connected CRM: ShareCRM’s integrated platform combining internal collaboration, customer engagement, and partner connectivity across the business lifecycle.

LTC: Leads-to-Cash. End-to-end operational framework from marketing to service delivery.

LTV: Lifetime Value. Total economic value derived from customer relationships.

Temporary Permissions: Time-bound data access grants for workflow participants.

Contact: Individual representatives associated with customer accounts.

M

MQL: Marketing-Qualified Lead. Vetted prospects meeting defined criteria for sales handoff.

MarTech: Marketing Technology. Digital campaign management and measurement solutions.

Target Rules: Performance metrics defining who (employees/customers/products), what (deals/visits/revenue), and where (departments) to measure.

Tracking: Data collection methods including full, code, and visual approaches for web/app analytics.