Klearly glossary

Quick view of all Klearly terms, their definitions, and where you'll find them

Term Definition Where you'll find it

Accounts

Account's current relationship status to your company based on its purchase history (e.g., "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).

Account Views & Account Details

Engagement status

An account's engagement status based on the recency of its last inbound response (e.g., email click, form submission, etc.), including "Active" (at least one response in the last 90 days), "Lapsing" (at least one response in the last 180 days, but not in the last 90 days), "Lapsed" (at least one response in the last 365 days, but not in the last 180 days), "Inactive" (at least one response, but not in the last 365 days), and "Pending" (no responses, ever).

Account Views & Account Details

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 

Comparison between recent and historical outbound signal activity, indicating potential deviation from past performance.

Account Views & Account Details

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.

Account Views & Account Details

Prediction Summary

Summary of prediction for this fiscal quarter.

Account Views & Account Details

Purchase Trend

Comparison between the current and previous 90-day rolling averages of purchases, indicating possible trend changes.

Account Views & Account Details

Recommended Action

Recommended action (e.g., pause or pursue) based on a comparison between expected signal performance and recommended signal performance.

Account Details

Signals

Filter signals by source (e.g., All, Marketing, or Sales) and by direction (e.g., All, Outbound, or Inbound).

Account Signals

Signal Date

Date on which a signal occurred.

Account Signals

Signal Type

Type of outbound activity (e.g., a call) or inbound response (e.g., an order).

Account Signals

Signal Type Detail

Additional detail or context regarding a signal's type (e.g., a renewal order).

Account Signals

Signal Topic

Signal's general subject matter (e.g., product line).

Account Signals

Signal Topic Detail

Signal's specific subject matter (e.g., product type).

Account Signals

Winfluence

Ranking of the possible influence recommended signal actions could have on an account's current win probability of ever becoming a customer.

Account Views & Account Details