Tools Industry Jargon Personas Verticals Value Props
200
What is Salesloft
What is the name of our task management tool?
200
What is Cloud
Benefits of choosing to host your software here include subscription based pricing, quick updates, scalability, low upfront costs, and low maintenance
200
Who is the Customer Experience Leader
This leader puts high priority on the customers’ journey.This includes interacting with a company, from buying products online to accessing customer service on the phone to airing grievances on social media.
200
What is Healthcare
This vertical refers to their customers as patients
200
What are CX leaders
We help these leaders at companies such as Property Guys to increase NPS scores which helps them retain and acquire more customers.
400
What is the rocket logo found in a few spots in Salesloft
Where within the tool can you find cadences
400
What is agent
The end user that helps facilitate any interaction initiated by a customer/member/client
400
Who is the Customer Service Leader
This leader relies on forecasting/scheduling tools and real-time dashboards to track performances across channels.
400
What is Insurance
This vertical is trying to automate the journey and steer the customer in areas such as ebilling, electronic payments, and customer self-service
400
What are IT leaders
We help these leaders at companies such as Ticketmaster to improve aging, costly, and disparate ACD systems, which reduces operating costs, improves call data tracking and agent efficiency.
600
What is Sfdc Dashboard
Here you can find a quick snapshot of what is happening at a high level in your territory
600
What is multithreading
Also known as “land and expand”, this technique includes a mix of 2 or more personas in the buying circle and increases win rates by 14%.
600
Who is the IT Leader
This leader wants the ability to do more with less. Reducing systems, lowering operating costs, and quick updates makes this persona’s job a lot easier.
600
What are Credit Unions/some banks
Wanting to add a personal touch, this line of the Finance vertical may refer to their customers as members.
600
What are Sales leaders
We help these leaders at companies such as B&H Foto to increase sales efficiencies which saves employees time and improves customer service.
800
What is Genie, Company Website, SDR Development Academy
When in doubt this is where you should first look for answers and/or a place you SHOULD go to for self study.
800
What is customer journey
the complete sum of experiences customers go through when interacting with a company and brand.
800
Who is the Sales Leaders
With web chat and co-browse, this leader’s team is able to help customers get unstuck and complete orders for higher sales.
800
What is Retail
Ecommerce and cart abandonment are high on the list of topics for this popular vertical
800
What are Customer Service leaders
We help these leaders at companies such as Telus to improve the ability to connect the customer with the right agent using their preferred channel of communication.
What is Genesys Cloud
We use this everyday to stay in touch with coworkers and the various groups we are a part of.
What is First Call Resolution (FCR)
a contact center's ability to resolve customer problems, questions, or needs the first time a customer calls, with no follow-up required.
Who is the Contact Center Leader
Exceeding KPIs, low AHT, and better transfer rates makes this persona very happy.
What is banking
Proactively keeping the customer informed of their transactional progress is a great way for this vertical to show they are putting the customer first
What are Contact Center Leaders
We help these leaders at companies such as EMS, Inc. to increase visibility into performance data which increases agent efficiency, reduces call abandonment and agent turnover.






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