KamoCRM

CRM & Business Glossary

The vocabulary of sales, marketing, customer success, and operations — defined clearly.

Marketing

Buyer Persona
A fictional representation of an ideal buyer based on research and observation.
Conversion Rate
The percentage of users taking a desired action out of total users encountered.
Drip Campaign
An automated sequence of emails sent over time based on time intervals or triggers.
ICP (Ideal Customer Profile)
The detailed description of the type of company that gets the most value from your product.
Lead Nurturing
The process of building relationships with leads not yet ready to buy.
Lead Scoring
Assigning numerical values to leads to indicate sales-readiness.
Marketing Attribution
Assigning credit for conversions to marketing touchpoints across the buying journey.
MQL (Marketing Qualified Lead)
A lead who has engaged with marketing enough to be worth passing to sales for qualification.
UTM Parameters
URL tags that track the source, medium, and campaign of web traffic.

Sales

ACV (Annual Contract Value)
The annualized value of a customer contract.
ARR (Annual Recurring Revenue)
The annualized value of all recurring revenue contracts.
Deal Probability
The percentage chance a specific opportunity will close won.
MRR (Monthly Recurring Revenue)
The monthly expression of recurring subscription revenue.
Pipeline Velocity
How quickly opportunities move through the pipeline and produce revenue per unit time.
Sales Cadence
A structured sequence of outreach touches across channels over a defined period.
Sales Enablement
The resources, training, and content that help sales teams sell effectively.
Sales Engagement
The tooling and processes for executing outbound and follow-up activity at scale.
Sales Forecasting
The prediction of future sales revenue for a given period.
SQL (Sales Qualified Lead)
A lead that sales has accepted as worth actively pursuing.
Win Rate
The percentage of qualified opportunities that close won.

Customer Success

CAC (Customer Acquisition Cost)
The fully-loaded cost to acquire one new customer.
CAC Payback Period
The time it takes to recover the cost of acquiring a customer through their gross margin.
Churn Rate
The percentage of customers who cancel in a given period.
Customer Health Score
A composite metric indicating a customer's overall relationship health and churn risk.
Expansion Revenue
Revenue growth from existing customers through upgrades, add-ons, or increased usage.
GRR (Gross Revenue Retention)
The percentage of revenue retained from existing customers, excluding expansion.
LTV (Customer Lifetime Value)
The total revenue a customer generates over their entire relationship.
NRR (Net Revenue Retention)
The percentage of revenue retained from existing customers over a year, including expansion.
QBR (Quarterly Business Review)
A structured quarterly meeting between a customer success team and their customer to review progress and plan forward.

Support

CSAT (Customer Satisfaction Score)
A rating of customer satisfaction with a specific interaction or experience.
First Response Time (FRT)
The elapsed time from ticket creation to first meaningful response from support.
Knowledge Base
A library of help articles, guides, and FAQs for customers and employees.
NPS (Net Promoter Score)
A loyalty metric based on how likely customers are to recommend your product.
SLA (Service Level Agreement)
A commitment to specific service performance standards measurable against response and resolution times.
Ticket Deflection
Reducing support ticket volume through self-service resources.

Finance & Billing

A/R Aging
The categorization of outstanding receivables by how long they've been unpaid.
Dunning
The process of recovering payment on failed or past-due invoices.
Revenue Recognition
The accounting rules for when revenue can be recorded on financial statements.
Usage-Based Billing
Billing based on actual consumption rather than flat subscription fees.

Analytics

Cohort Analysis
Grouping customers by shared start date and analyzing their behavior over time.
Funnel Conversion
The rate at which users progress through successive stages of a purchase or activation funnel.

Turn these metrics into dashboards

KamoCRM's unified data model lets you measure all of these natively — no BI stack required.

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CRM, Sales & Business Glossary | KamoCRM | KamoCRM