Firm Words Internal Positions/Committees Marketing Words SalesForce (SF) Lingo MA Order of Operations
100
What is Jabber?
The office instant messenger application
100
What does PT stand for?
Department that houses our 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
Who is your marketer?
Manager who sells your product
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 the SF stage for Outreach?
Member Need Confirmed
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 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/find Advisory Board employees
500
Who is your team lead?
Manager of: MAs, managers, 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 within their territory
500
What is NBB (New Booked Business)?
What revenue is called after a contract is signed






ABC Lingo

Press F11 for full screen mode



Limited time offer: Membership 25% off


Clone | Edit | Download / Play Offline