Glossary of Terms

Marketing Cloud: A marketing management system, also known as “Marketing Cloud” in the industry, is an integrated suite of marketing tools or solutions provided by a single Supplier. The Marketing Cloud system offers marketers and marketing applications unified access to audience data, content, process triggers, and operational analytics. It automates and optimizes multi-channel Campaigns, facilitates user engagement, and collects relevant data (including online and offline channels).

MA (Marketing Automation): A product that automates marketing processes, abbreviated as MA.

MarTech: Marketing technology, representing the technical perspective of digital marketing.

SCRM (Social CRM): Social Customer Relationship Management, a bilateral interaction-based system. For example, WeCom SCRM is a Social CRM system built on the WeChat ecosystem.

ABM (Account-Based Marketing): Account-Based Marketing, which focuses on personalized marketing operations tailored to target Accounts.

CDP (Customer Data Platform): A system that acquires, manages, and applies enterprise-wide customer data.

DMP (Data Management Platform): A platform that consolidates and standardizes fragmented multi-source data into a unified technical environment, enabling segmentation and analysis.

SOP (Standard Operating Procedure): A documented set of standardized steps and requirements for executing a specific task.

BPM (Business Process Management): Business Process Management.

BI (Business Intelligence): Business Intelligence. BI Reports consolidate existing enterprise data to generate actionable insights.

Form: A collection of fields designed to gather user information, such as name, phone number, company, job title, and email.

Record: A set of collected user information fields and their content. For example, a submitted form entry: Name: Wang XX, Phone: 130xxxx0027, Company: ShareCRM, Position: Operations, constitutes a Record of user information collected via a form.

Field: Fields collectively form a Record, with each Field describing a specific attribute (e.g., name, phone number, company name).

Mapping: Linking report Fields to their corresponding database Fields. For instance, user Records collected via ShareMarketing forms must be mapped to CRM Leads Fields to store the data in the CRM system.

Object: Core CRM Objects include Account, Lead, Contact, and Opportunity.

Record Type: A classification of transactional differences across industries. The default Record Type is “Unclassified.” For example, a company with domestic and international business lines may require two Record Types to differentiate Leads, Accounts, Opportunities, and Orders for distinct workflows.

Member: In ShareMarketing, a Member refers to a Lead who has submitted a form and is granted membership status, allowing them to participate in future activities without re-submitting forms.

Leads: Refer to potential customers or Lead Pools (grouped Leads managed with tailored strategies).

Raw Leads: Untapped or unqualified Leads.

MQL (Marketing Qualified Lead): A Lead deemed qualified by marketing criteria.

SQL (Sales Qualified Lead): A Lead approved by sales teams (often tied to Accounts or Contacts).

Opportunities: Sales Opportunities.

Order: A confirmed sales Order.

Cash: Revenue or payment received.

L2C (Leads-to-Cash): The conversion process from Leads to Cash.

SDR (Sales Development Representative): A team or individual responsible for cleaning and qualifying initial Leads (e.g., those collected from Campaigns or promotions) to identify and nurture MQLs.