Firm Words | Internal Positions/Committees | Marketing Words | SalesForce (SF) Lingo | MA Order of Operations |
---|---|---|---|---|
What is Off-Com?
The office instant messenger application
|
What is PT (Performance Technologies)?
The technology product teams
|
What is a FUPA (Follow-Up Phone Appointment)?
A scheduled external call that follows a visit
|
What is your dashboard?
Your personal page that tracks your metrics on SalesForce
|
What is scrubbing?
When you research your territory in order to find appropriate institutions to reach out to? (The first step)
|
What is Q1, Q2, Q3, Q4? (Quarters and Halves)
The divisions of the marketing year
|
What is R&I (Research and Insights)?
The research product teams
|
What is a PW (Prewire)?
A scheduled phone call between a marketer and a contact that comes before a visit
|
What is a restriction?
An alert on an institution/contact that you need approval before contacting
|
What is outreach?
When you email/call a contact
|
What is a pull-up?
An internal brief meeting
|
Who is your COS (Chief of Staff)?
Your in-house manager
|
What is a visit?
A meeting between a marketer and a potential member
|
What is a warm lead?
A request for information from contact or an internal introduction to a contact
|
What is logging it in SF?
First thing after doing a piece of outreach
|
What is OOO?
The acronym for Out of Office
|
What is PSS (Product Side Support)?
The “expert” with content knowledge who goes on visits with marketers
|
What is a Best Bet?
Outreach that receives traction that you think will result in a visit
|
What is an opportunity?
An MA/marketer's pursuit for one product at one institution
|
What is trip prep/collateral?
The materials you send with your marketer for a visit
|
What is the Boardroom?
The online bulletin board where you can access internal resources
|
Who is your team lead?
Manager of MAs, Chief of Staffs, and marketers
|
What is a BTL (Below the Line)?
A verbal yes to a visit that hasn't been scheduled yet
|
What is a pipeline?
The list of a marketer's opportunities they are working on
|
What is Newly Booked Business (NBB)?
What revenue is called after a contract is signed
|