SaaS Glossary - Essential Terms Defined

Contact history is a perfect way to keep track of all of your contacts with a client, which can be extremely useful in solidifying your relationship with them. So, whether you've sent an email, made or received a phone call, or even sent a letter, this is where you can record it, as it allows you to keep track of all messages while still allowing other people to see it.

Commercial construction projects are for the building and selling of business structures such as offices, retail centers, warehouses, and industrial buildings. Business owners, managers, and developers hire general contractors to build or remodel their commercial structure. Commercial construction is a project overseen and built by a general contractor company. General contractors may work in various sectors of construction such as both commercial and residential. The difference in these parts of the construction world is that residential construction projects are for individual housing projects. A general contractor might be educated and experienced in both residential and commercial construction, but they may only serve one of these sectors of the industry. Some general contractors may o...

Contest management process is a system of measures that are set on showcasing the attributes of an organization, service or brand. By launching an engaging contest, one provides a great outlet for publicizing skills and products.

A customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.

Co-browsing allows agents and customers to practically be on the same page. Agents can access and communicate with customers' web browsers in a matter of seconds with the click of a button. As a result, they are able to provide real-time, customized assistance with complex processes. Agents only see pages that have been allowed with co-browsing, not any other open browser tabs or applications on a customer's device.

You may want to import addresses, leads, or other record forms into the software from other sources, such as an email program, a spreadsheet, or your phone, to keep track of all your customer data in one location. If you want to do additional calculations or run your own reports, you can export your data to Excel or create a static Excel spreadsheet if you want to capture all of the data at a single point in time.

The Call me feature gives users a way to join the audio portion of a meeting by phone. This is handy in scenarios when using a computer for audio might not be possible.

Classroom management is the process by which teachers and schools create and maintain appropriate behavior of students in classroom settings.

A corporate learning management system is for delivering online courses and other learning content to your employees. It helps onboard new employees, then get them the knowledge and skills required to perform their roles, and, ultimately, advance faster in their careers.

A Certified Public Accountant Firm (CPA firm) is simply a firm that is licensed in the state in which they operate and owned, at least in part by a Certified Public Accountant. CPA firms are comprised of auditors who conduct both public and private audit engagements. Apart from the auditors CPA firm usually consists of people at various levels in their accounting career. Hence, CPA firm consist of staff accountants and seasoned accountants who are experienced in all aspects of accounting. Most CPA firms, are auditing firms and seldom provide tax and accounting for the general public. While remaining CPA firms provide only tax and accounting services.