Concursive ConcourseSuite CRM Help

Help >

Concursive ConcourseSuite CRM Help

Glossary

  • Help Home
  • Modules
    • Home Page
      • How To:
        • Add An Action List
        • Change Location Settings
        • Change Personal Information
        • Create A Contact
        • Create A New Message
        • Create Reassignments
        • Forward A Message
        • Forward A Task
        • Modify An Action List
        • Reply To A Message
        • Send A Message
        • Update Password
        • Create a Task
      • FAQs
    • Leads
      • How To:
        • Add A New Lead
        • Export Leads
        • Import Leads
        • Use Action Lists
      • FAQs
    • Contacts
      • How To:
        • Add A Contact
        • Export Contacts
        • Search Contacts
      • FAQs
    • Pipeline
      • How To:
        • Add An Opportunity
        • Export Opportunities
        • Search Opportunities
      • FAQs
    • Accounts
      • How To:
        • Add An Account
        • Add Account Revenue
        • Export Account Data
        • Modify Account Details
        • Modify Contact Details
        • Modify Account Folder Records
        • Modify Account Opportunity Details
        • Modify an Account Revenue Record
        • Modify Account Ticket Details
        • Search Accounts
      • FAQs
    • Marketing
      • How To:
        • How To Add A Campaign
        • Create a Marketing Campaign
        • Add a Message
        • Add a Marketing Survey
      • FAQs
    • Help Desk
      • How To:
        • Add A Ticket
        • Create List Of Documents
        • Create List Of Tasks
        • Export Tickets
        • Search Existing Tickets
        • Assign an Action Plan
      • FAQs
    • Employees
      • How To:
        • How To Add An Employee
        • How To Modify Employee Details
      • FAQs
    • Reports
      • How To:
        • How To Create Reports
      • FAQs
    • Admin
      • How To:
        • Add A New Role
        • Adding A New User
        • Modify User Details
        • Modify a Role
        • How To Create an Action Plan
        • Manage Groups
        • Manage Portal Roles
      • FAQs
    • Projects
      • How To:
        • Add A Ticket
        • Add News
        • Modify a Team
        • Set Up A Team
        • Setup Projects
      • FAQs
    • Products
      • How To:
        • How To Search Products
        • How To Import a Product
      • FAQs
    • Quotes
      • How To:
        • Create Quotes
      • FAQs
    • Documents
      • How To:
        • Add Files to a Document Store
        • Configure Document Store Permissions
        • Create A Document Store
        • Link an Account to a Document Store
        • Modify a Document Store
      • FAQs
    • Website
      • FAQs
  • How To:
  • Frequently Asked Questions (FAQs)
  • Glossary

Glossary

Account
A paying customer, also the first segment of the revenue side of the sales funnel.
Action List
A grouping of actionable items to preform on a lead, contact, or an account.
Action Plan
A method of predefining steps on handling various situations.
Activity
An interaction with a contact or an account. Provides a method of tracking.
Attachment
An Add on to a message or other communication. Typically consists of surveys or documents.
Blog
A web based journal populated by a company or individual. Blogs are usually filled with event information or marketing commentary.
Branding
An attribute of consumer influence that drives name recognition and trust.
Business 101
A Learning resource repository of business best practices.
Call To Action
Wording that provokes the reading into preforming an actionable task.
Campaign
An information communication method that is used to market to a potential or existing customer base.
Campaign Group
A list of recipients.
Case Study
A report of a real world example of an implementation of a solution.
CMS
Content Management System.
ConcourseConnect
A dedicated open source Enterprise 2.0 team collaboration suite. It ties discussions, wikis, RSS, project and document management, and search into a unified application.
ConcourseSuite
One of the earliest Open Source CRMs within the industry. Upon its manifestation the creators wanted a product that was open source, secure, scalable, and something we would like to call 'enterprise class'. To this date ConcourseSuite contains over 2 millions lines of code and 50+ man years of effort written in the fast secure Java Programming Language. Our product creates an ecosystem consisting of a company's infrastructure and its clients.
Concursive Community
A global network of business professionals and software enthusiasts who contribute to ConcourseSuite and other Concursive products.
Concursive Corporation
The developer of ConcourseSuite, the first front office application suite to integrate CRM, content management and Enterprise 2.0 capabilities. A Java-based application with a standards-based plug-in architecture, ConcourseSuite 5.0 allows third-party developers to integrate applications and share data with key company applications including HR, financial, inventory/delivery, and logistics systems.
Contact
Someone who has responded to some form of marketing you have performed.
Content Management System
A program that facilitates a framework for data storage such as images, documents, web content, and other files and their retrieval.
CRM
Customer Relationship Management
CSV
Comma Seperated Values is a file format that is accepted by almost every spreadsheet and accounting software application. This is the recommended export file type of Concursive products.
Customer Relationship Management
A software tool designed track interactions with customers. The net benefit is an optimized relationship that will grow the customer.
Dashboard
A quick view operations platform for a module. Module enhancements can also be easily plugged into this area.
Defect
A known issue with a service, product, or offering. Defects can be tied to tickets.
Document Store
A data repository that can story pertinate information and be linked to accounts.
eMail
Electronic Mail
FAQ
Frequently Asked Questions
Firewall
A software or hardware device designed to control access to software and protect data from unwarranted intrusion.
Folder
A data storage area that can be tied to an account, contact, or employee. Documents, and other information can be stored in these.
Help Desk
A customer service module designed to track and resolve problems.
Java
Java is a platform independent programming language originally developed in 1995. It is secure and modular, this is why Concursive utilizes it in their technologies.
Knowledge Base
A knowledge base is a collection of data and issues that might have arisen in the past that can be used to assist in solving future issues.
Lead
A raw prospect in the sales cycle. Typically collected from a variety of methods such as trade shows, lead supply companies, business card jars, or word of mouth.
Managed Appliance
A software deployment option that allows for software to be installed and run on servers located in the persons or organizations facilities, but managed by providers staff.
Message
A template used for communications that could contain word merge calls.
Multi-Tenant System
A design architecture where a single piece of software can host a multitude of organizations (tenants).
Next Generation SaaS
A provider methodology that allows for extreme flexibility around price, deployment, and other aspects of software as a service.
On Demand
A software deployment option where the service is hosted and maintained on the providers servers.
On-Premise
A software deployment option that allows for software to be installed and run on servers located in the persons or organizations facilities and managed by their staff.
Open Source
A methodology that providers for open communication and collaboration on business and development aspects.
Opportunity
A sales or service product that has a weighted chance of becoming a successful sale to a contact or account. Opportunities are vital for sales forecasting.
Overview
A high level screen that depicts pertinate information of the subsegment.
Pipeline
A depiction of the sales life cycle process.
Also known as the Sales Funnel.
Portal Role
A customer login to the system where they can see information pertaining to their account.
Portlet
An individual web component, or also considered a mini Java application that can be plugged into web interface.
Product Catalog
A repository that contains information such as price, SKU, description, and pictures of items and services.
Product Category
A sorting method for products within a catalog. Examples would be Cups which would contain all the cups within a dinnerware store.
Product SKU
Product Stock Keeping Unit is an unique identifier for which one can categorize inventory.
Professional Services
A group of experienced professionals ready to assist on a variety of different tasks.
Project
Is a tool for team collaboration, including blogs, wikis, discussion boards.
Prospects
The first stage of the sales cycle. Typically collected from a variety of methods such as trade-shows, lead supply companies, business card jars, or word of mouth.
Quote
A communication that states the price for a product or service.
Report
An analysis tool that allows for aggregated details of various activities and users within the system.
Resolution Date
A component of a ticket that lists a date that an issue has been resolved.
Role
A premising methodology that allows for a hierarchical permission scheme to view, edit, and delate information and data. A job function defines a role, which defines a level of authority.
RSS Feeds
Really Simple Syndication are a news feed that notifies users of updates regarding blogs, ticket, accounts, and other areas of the system.
SaaS
Software as a Service
Sales Funnel
A depiction of the sales life cycle process. Also known as the Pipeline.
Services Via Software
A software provider model where the providers customizes and works with its customers to derive a winning solution.
Software as a Service
A software application delivers model where the software provider hosts and maintains the application on the web.
Survey
An interactive communication method to poll customers/potential customers.
Task
A component of an actionable list that can have a priority, due date, and age association.
Tickets
A tacking method that can capture issues as they arise and monitor their resolution.
vCard
A vCard is an electronic business card.
White Paper
A White Paper is a guide that educates its readers how to solve real world problems or make educated decisions.
Wiki
A Wiki or 'What I know Is' is a web page or collection of web pages with content that users can add to or edit collectively.
Word Merge
A method of personalizing a message. Word merge replaces code words (such as <<First>>) with predefined data attributes (such as the first name of a contact).