Basic Terminologies

Introduction 

Zhylar is a user-friendly, web-based CRM and CPQ platform built to make selling easier. It helps businesses work faster, with fewer mistakes, while keeping customers happy. From finding new leads to sending invoices and getting paid — Zhylar streamlines every step.

Our solution manages your entire sales lifecycle. It covers everything from the first conversation with a customer to closing the deal. We also handle sending the invoice and tracking payment.

• For CEOs: Get real-time sales insights to make strategic decisions and grow revenue.
• For Managers: Monitor team performance, track deals, and keep sales operations running smoothly in one place.
• For Sales Teams: Send accurate quotes instantly, personalise offers for customers, and see a complete history of every interaction.

Zhylar also reduces errors in pricing and documentation. It ensures compliance with policies. It integrates with your existing tools for a smooth transition.

What is CRM (Customer Relationship Management)? 

CRM stands for Customer Relationship Management. It includes practices, strategies, and technologies. Companies use these to manage and analyze customer interactions and data throughout the customer life cycle. The goal of CRM is to improve business relationships with customers, aid in customer retention, and drive sales growth. 

Understanding Basic Terminologies  

Basic terminologies are the foundation for understanding and using any system effectively. For first-time users, they provide a starting point to grasp core concepts. While using Zhylar, understanding these terms is vital for customization, such as adding fields or integrating with other systems. This knowledge ensures the system aligns with business needs. 

Let us understand them in more detail below. 

Activities 

Things you or your team do, like calls, meetings, or follow-ups.

Analytics

Dashboards and reports that show what’s working in sales and where improvements are needed.

Automation

Actions your CRM does for you automatically, like sending an email when a deal reaches a certain stage.

Workflows

Pre-set sequences that happen automatically when conditions are met, like sending a welcome email to a new lead. They also enable processes to be more efficient since they minimize work that involves non-complex manual actions. 

Fields

Bits of information in a record, like Name, Email, or Company.

Custom Fields

Extra fields you add to store information unique to your business.

Dashboards

Visual snapshots of key sales numbers and performance.

Hierarchy

The way access and visibility are set based on user roles. These are often organized in levels of record visibility. Users in lower levels of the hierarchy cannot access data. This data belongs to users in the higher levels of the hierarchy.   

Roles & Permissions

Who can see or edit what inside the CRM. Roles define the functions a user can perform. Permissions determine who can act and what actions can be taken on specific data or modules.  

Stages

Steps a deal / Lead goes through in your sales pipeline.

Tasks

To-dos assigned to team members related to leads or companies.

Team Pipelines

Customisable pipelines that manage deals for the whole team.

Integrations

Links between your CRM and tools like email, social media, or accounting software.

Due Date

Date on which the payment for invoice issued to customer is due.

Companies

Businesses your contacts belong to.

Contacts

People you interact with in those companies.

Leads

People or businesses interested in your product.

Deals

Sales opportunities tracked from the first negotiation until closing.

Quotes

Estimates provided to clients highlighting the pricing for products & services

Sales Orders

Document generated to highlight product & services to be delivered to the customers

Invoice

Document generated to invoice product & services delivered to the customers

Receivables

Payment pending to be received from customer against the product & services delivered to them.

Reports

Synthesis and evaluations of data and information compilations with emphasis on determining effectiveness or physical achievement levels. These also help resolve critical issues within an organization. 

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!