Quick view of all Klearly terms, their definitions, and where you'll find them
| Term | Definition | Where you'll find it |
|
Acquisition |
The relative likelihood a prospect or past customer will become a customer compared to other prospects and past customers. |
Companies Section & Company Detail |
|
Company |
A company's current relationship status to your business based on its purchase history, including "Prospect" (no purchase history), "Customer" (at least one purchase in the last 12 months), and "Past Customer" (at least one purchase, but not in the last 12 months). |
Companies Section & Company Detail |
|
Engagement Intensity |
A comparison between recent and past inbound response levels, indicating significant positive (or negative) changes from past performance. |
Companies Section & Company Detail |
|
Engagement status |
A company's engagement status based on the recency of its last inbound response (e.g., clicked email, visited web page, etc.), including "Engaged" (at least one response in the last 90 days), "Disengaging" (at least one response in the last 180 days, but not in the last 90 days), "Disengaged" (at least one response, but not in the last 180 days), and "Unengaged" (no responses, ever). |
Companies Section & Company Detail |
|
Last Inbound Response |
A brief description of the most recent inbound response from a company (e.g., clicked email, visited web page, etc.) and when it occurred relative to today. As time passes and no new responses occur, the clock icon will change from green (engaged), to yellow (disengaging), and finally to red (disengaged). |
Companies Section & Company Detail |
|
Last Outbound Activity |
A brief description of the most recent outbound activity to a company (e.g., sent email, made call, etc.) and when it occurred relative to today. As time passes and no new activities occur, the clock icon will change from green (activated), to yellow (deactivating), and finally to red (deactivated). |
Companies Section & Company Detail |
|
Machine learning |
The use of algorithms that allow a computer to learn complex patterns in a dataset — These learned patterns are then typically used to make predictions. |
N/A |
|
Outreach Intensity |
A comparison between recent and past outbound activity levels, indicating significant positive (or negative) changes from past performance. |
Companies Section & Company Detail |
|
Outreach Status |
A company's outreach status based on the recency of its last outbound activity (e.g., sent email, made call, etc.), including "Activated" (at least one activity in the last 90 days), "Deactivating" (at least one activity in the last 180 days, but not in the last 90 days), "Deactivated" (at least one activity, but not in the last 180 days), and "Inactivated" (no activities, ever). |
Companies Section & Company Detail |
|
Prediction |
A value indicating the likelihood or expected outcome of some future event (e.g., an account becoming a customer) that is typically made using machine learning. |
Companies Section & Company Detail |
|
Prediction Summary |
Summary of prediction for this fiscal quarter. |
Companies Section & Company Detail |
|
Profile Fit |
The relative likelihood a prospect or past customer will become a customer based on similar attributes (e.g., industry, revenue, size, etc.) to other companies that have become customers. |
Companies Section & Company Detail |
|
Purchase Trend |
A comparison between the current and previous 90-day rolling averages of purchases, indicating possible trend changes. |
Companies Section & Company Detail |
|
Recommended Action |
The recommended action you could take that would increase the likelihood of a company becoming a customer. |
Company Detail |
|
Retention |
The relative likelihood a current customer will remain a customer compared to other current customers. |
Companies Section & Company Detail |
|
Signals |
Filter signals by source (e.g., All, Marketing, or Sales) and by direction (e.g., All, Outbound, or Inbound). |
Company Detail Signals View |
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Signal Date |
The date on which a signal occurred. |
Company Detail Signals View |
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Signal Type |
The type of outbound activity (e.g., a call) or inbound response (e.g., an order). |
Company Detail Signals View |
|
Signal Type Detail |
The additional detail or context regarding a signal's type (e.g., a renewal order). |
Company Detail Signals View |
|
Signal Topic |
A signal's general subject matter (e.g., product line). |
Company Detail Signals View |
|
Signal Topic Detail |
A signal's specific subject matter (e.g., product type). |
Company Detail Signals View |
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Winfluence |
A ranking of the possible influence recommended signal actions could have on a company's current win probability of ever becoming a customer. |
Companies Section & Company Detail |