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A PRACTICAL REFERENCE

Sales & automation glossary

The term, its meaning and its role in the customer journey, in Arabic and English.

CRMCustomer Relationship Management

Organizing customer information, conversations, opportunities and ownership in a shared record.

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PipelineSales pipeline

The stages an opportunity passes through, from inquiry to decision, with an owner and next action.

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ICPIdeal Customer Profile

A description of best-fit companies by industry, size, market and need.

Lead qualificationLead qualification

Assessing a prospect and opportunity before sales handover or scheduling a meeting.

WorkflowAutomated workflow

Steps triggered by an event and conditions, such as assigning an inquiry and creating a follow-up task.

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Lead enrichmentData enrichment

Completing, checking and classifying record fields, subject to availability and source.

Cold outreachCold outreach

Targeted business communication with companies that have not started a conversation, based on a relevant need.

AI EmployeeAI employee

AI capabilities for conversations, voice or content, configured with clear team-handover boundaries.

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ConversionConversion

Completion of a defined action, such as booking or requesting a proposal. Define the action before measuring its rate.

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IntegrationIntegration

Moving data or events between systems through an available, tested connection, with sync direction and permissions defined.

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