Firm Words Internal Positions/Committees Marketing Words SalesForce (SF) Lingo MA Order of Operations
100
What is offcom?
The office instant messenger application
100
What is PT (Performance Technologies)?
The technology product teams
100
What is a FUPA (Follow Up Phone Appointment)?
A scheduled external call that follows a visit
100
What is a dashboard?
Your personal page that tracks your metrics on SalesForce
100
What is scrubbing?
When you research your territory in order to find appropriate institutions to reach out to? (The first step)
200
What are Q1, Q2, Q3, Q4?
or H1, H2
The divisions of the marketing year
200
What is R&I (Research and Insights)?
The research product teams
200
What is a PW (Pre-wire)?
A scheduled phone call between a marketer and a contact that comes before a visit
200
What is a restriction?
An alert on an institution/contact that you need approval before contacting
200
What is outreach?
When you email/call a contact
300
What is a pull-up?
An internal brief meeting
300
Who is your PMM (Product Marketing Manager)?
The person responsible for organizing webinars, content gives, and strategic marketing
300
What is a visit?
A meeting between a marketer and a potential member
300
What is a warm lead?
A request for information from contact or an internal introduction to a contact
300
What is a LOA?
Contract presented to a prospect member
400
What is ping?
To send a quick note
400
Who is PSS (Product Side Support)?
The “expert” with content knowledge who goes on visits with marketers
400
What is a BB (Best Bet)?
Outreach that receives traction that you think will result in a visit
400
What is an opportunity?
An MA/marketer's pursuit for one product at one institution
400
What is trip prep/collateral?
The materials you send with your marketer for a visit
500
What is the Boardroom?
The online bulletin board where you can access internal resources
500
Who is your team lead?
Manager of MAs, Chief of Staffs, and marketers
500
What is a BTL (Below the Line)?
A verbal yes to a visit that hasn't been scheduled yet
500
What is pipeline?
The list of a marketer's opportunities they are working on
500
What is NBB (New Booked Business)?
What revenue is called after a contract is signed






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