Tutorial 1 > CRM Basic > Introduction to Wakeupsales CRM Terminologies

Introduction to Wakeupsales CRM Terminologies

Getting to know about CRM terminologies & its basics will surely help you and your team to get started with Wakeuspales in a snap. So let's get started.
Introduction to CRM Terminologies
Customer relationship is becoming an important criteria day to day. It is important in running a successful business. The better the relationship, the easier it is to conduct business and generate revenue. Therefore using technology to improve CRM makes good business sense. Being customer-focused can drive innovation and improve profitability. So, a proper CRM software simplifies your job of managing the relationship in a proper way. With the rapid technology advancement, CRM has gained importance over a period of time, simplifying your job of managing customers properly.
What is a CRM?
CRM software is a type of software that covers a wide set of applications designed to help businesses manage many of the following business processes: customer data, customer interaction, access business information and automate sales. It is a strategy for managing an organization’s relationships and interactions with customers and potential customers.
How CRM Makes Business Easier?
  • Find the right customers
  • Build more sustainable relationships
  • Reduce the cost of sales
  • Increase employee productivity
  • Offer better customer service
  • Improve customer retention
Let's get to know some of the terminologies and basic abbrevations that you would come across while using the Wakeupsales CRM. So, let's start;

Contacts can be your probable lead or just a normal contact in your CRM Phone Book that might convert later.

A contact can also be someone who is associated with one of your leads but may not be in touch with you regularly.

For ex: A contact can be an accountant of one of your leads linked to one of the Organizations.

In CRM, the term lead designates an individual who might become your customer, but currently isn't. Another word for a lead is a prospect.
The opportunity entity represents a probable sale to new or established customers. In simple terms we can define that every lead is associated with a particular opportunity or multiple opportunities.
Organization refers to the particular company to which the lead belongs. You can also add multiple contacts under the same organization.

Task management is the efficient allocation and distribution of tasks, time, and resources in an organization to carry out a scheduled task related to a particular lead.

Note: Tasks and jobs are two separate entities inside Wakeupsales. To know more about jobs please scroll below.


A Wakeupsales project is a collection of ‘Jobs’ (you can refer it to tasks) and is defined according to your organization’s requirements.

Note: Inside Wakeupsales, a project can be defined & managed in two ways;

1. Dependent on an ‘Opportunity’ & ‘Lead’
2. Independent of an ‘Opportunity & Lead’ – Standalone Projects

When you Win & Convert an ‘Opportunity’ > you can directly choose to ‘Convert an Opportunity to Project’. And from there on you manage the entire project with your entire team right inside Wakeupsales.

Jobs (linked with Projects):
Jobs are like tasks but only linked with Projects. Jobs (can be referred to as tasks) that associated with only projects.
Team (Users)
It refers to the total number of users invited into Wakeupsales by the super admin.
Sales Pipeline
Sales Pipeline View
Sales pipeline view gives you a real-time holistic visual representation of your total sales process.
It helps you to keep up your team’s spirit high. Know exactly what they are doing and how far they have reached.
An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.
Email (or Gmail)
Wakeupsales lets you turn your Gmail account right inside your CRM account as 90% of your customer communication takes place inside your mail.
Reports and Analytics
Reports and Analytics
Reports and analytics get you through the exact numbers which help in monitoring, productivity tracking, and more.

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