Reference
CRM glossary
37 CRM terms — defined in plain English, with platform context where it matters. Jump to a letter or browse the full list.
A
B
C
- CDP Customer Data Platform — unifies customer data across sources for marketing and analytics.
- Churn The rate at which customers stop doing business with you.
- CMDB Configuration Management Database — inventory of IT assets and their relationships. ServiceNow
- Contact A person record, usually associated with an Account.
- CRM Customer Relationship Management — software that centralizes customer data and interactions.
D
- Data Cloud Salesforce's CDP / data lakehouse, integrated with Salesforce records. Salesforce
- Dataverse Microsoft's underlying data platform for Dynamics 365 and Power Platform apps. Dynamics 365
- Deal HubSpot's term for what other CRMs call an Opportunity. HubSpot
- Deluge Zoho's proprietary scripting language for automation across Zoho apps. Zoho