Marketing Automation and Reporting

CRM (customer relationship management)

September 5, 2025

A system for managing contacts, deals and communications across the customer lifecycle.

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CDP (customer data platform)

Software that unifies first-party data from multiple sources for activation and analysis.

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First-party data

Information you collect directly from customers through your channels.

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Attribution model

Rules that assign credit for conversions across touchpoints, such as last click or data-driven.

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Dashboard

A live view of key performance metrics from multiple sources.

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