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titleAccess Tokens


CRM.COM Term

Description

One-time password (OTP)A password that is valid for only one login session or transaction, on a computer system or other digital device. In CRM.COM, OTPs are used to authenticate access tokens and identify accounts or rewards participants.
CommunicationsLog the interaction between customers and agents. Communications can support multiple communication media such as email, SMS, telephony, post, and others.
Accounts A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.
Customer EventsFinancial and marketing events performed by customers outside CRM.COM and registered in the system for additional processing and rewarding


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titleCommunications Glossary


CRM.COM TermDefinition
CommunicationCommunication refers to any interaction with a physical person or company through the CRM.COM software.
Communication tagCommunication tags can be used to generate the subject or the content of a communication based on data kept on the related contact or referred business entities
SMTP ServerSimple Mail Transfer Protocol Server - A server that is responsible for delivering emails messages
SMPP ServerShort Message Peer-to-Peer Server - A server that is responsible for delivering SMS messages
NotificationNotifications are used to communicate financial, customer care or rewards related information to existing or prospect customers. Notifications can be sent by email or sms, by creating Communications of specific content which can be personalized per customer. Each of the Communication is added in the Communication Queue which is responsible for processing the Communications and sending them out to Customers.
Opt-in / Opt-outTo choose to be involved (opt-in) or not to participate (opt-out) in something, for example, to receive direct or affiliate marketing emails.

Third-Party System (portal, mobile app)

External system that can communicate with CRM.COM to extract and process information.
Communication QueueA queue which holds entries of communications to be processed by third-party systems.


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titleFinancial Transactions


CRM.COM Term

Description

Accounts A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.
Payment GatewayA service provided by a third-party system that authorizes credit card or direct payment processing for e-business.
StripeA merchant payment gateway for processing online payments.
WalletA customer account whose credit balance is used to fund transactions within CRM.COM. 
Wallet TransactionA financial transaction that debits or credits the wallet.
Normal Billing RunA process that is used to charge customers for goods and services provided over a period.  Each run is usually performed on a monthly basis and issues a bill including the invoices and credit notes associated with customer subscriptions.
Rewards ParticipantA customer who can be awarded offers provided through the rewards program.
Quick SaleA process used to swiftly sell physical goods to customers - generates invoices to charge the customer's account.
VoucherAn alternate form of payment across CRM.COM modules Customers buy vouchers and use them for payments within the system.



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titleCustomer Events Glossary


CRM.COM TermDefinition
KPICustomer event key performance indicators are used  to measure the performance of key business objectives in order to evaluate if those key business objectives were achieved or not.
Front-end reductionThe customer pays for a discounted price at the point of sale
Back-end reductionThe customer pays the regular price at the point of sale and the awarded money is returned to their online account 
Accounts A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.  The account keeps a running balance of debits and credits and displays the amount a company is owed in exchange for goods supplied and services rendered.
Financial TransactionsAn agreement between a buyer and seller to exchange services or physical goods for payment.
WalletA customer account whose credit balance is used to fund transactions within CRM.COM.
Wallet TransactionA financial transaction that debits or credits the wallet.
Reward OfferAn offer which awards rewards participants subject to award and spend conditions.
Rewards ParticipantA customer participating in a rewards program and can be awarded offers provided through the program.
Rewards Participating MerchantA merchant that collaborates with a rewards platform.



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titleInventory Management


CRM.COM Term

Description

MetadataMetadata is a set of data that describes and gives information about other data.
IOTA network of uniquely identifiable ‘things’ that communicate without human interaction using IP connectivity.
Meter ReadingThe meter reading of a device is used to measure consumption and therefore might create usage, on which customers can be billed. 



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titleNetwork and Security


CRM.COM Term

Description

Privacy Level

A numeric value (ascending with higher privacy) used to control access to view and modify data shared between organizational units

System LanguageThe language used for all labels, tips, warnings and error messages across CRM.COM, including the values of select boxes, radio buttons and other elements that consist of fixed values. 
Native Language

The language used for additional information displayed when the mouse is placed over labels

OrganisationA database the user connects to during login.
UnitA body of users that belong to the same team and follow identical business processes.


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titlePayment Gateways


CRM.COM Term

Description

Accounts A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments. Accounts keeps a running balance of debits and credits and displays the amount a company is owed in exchange for goods supplied and services rendered.
Payment PreferenceUsed to define the preferred method of paying any outstanding amount.
Rewards ParticipantA customer who can be awarded offers provided through the rewards program.
Rewards Participating Merchant

A merchant that collaborate with the rewards platform.

Back-end reduction

Awarded money returned to the customer's account as a discount, following a purchase that was paid in full at the point of sale.

SubscriptionA selection of customer services billed on a recurring, usage or one-time basis.


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titlePricing


CRM.COM Term

Description

Billable EntityAn entity that can be billed through the billing engine (subscription).
RatingThe process of deciding the rate/price a product will be invoiced by
Billing Effective DateThe date from which a service should start being billed. By default, it is equal to the subscription service Effective Date.
Product BundleA combination of component products offered for sale as one product. Flexible product bundles have a variable selection of constituent products as components. Fixed product bundles have a fixed selection. 
MetadataData used to describes other data. In CRM.COM create your own metadata attributes used to provide additional information for CRM.COM entities, i.e. colour, size of a product



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titleProducts


CRM.COM Term

Description

Flexible Product BundlesFlexible product bundles offer a combination of component products for sale as one package and are customizable based on customer's options
Fixed Product BundlesFied product bundles offer a combination of component products for sale as one package and are fixed; cannot be updated
Product PerformanceHow well a product was received within the last year; i.e. total revenue for a product
UpsellThe practice of encouraging customers to purchase a comparable higher-end product than the one in question
Cross sellInvite customers to buy related or complementary items or buy something on impulse



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titleProvisioning


CRM.COM Term

Description

Secure ClientA secure clients is the device that the subscriber owns and through which provisioning signals will be sent. A secure clients is basically the serial number of the device
Conditional Access System (CAS)A system (in this case EXSET) that provides content to subscribers through their devices.
AAAAuthentication - Authorization - Accounting.
Radius

Remote Authentication Dial-In User Service

Radius is a protocol for carrying information related to authentication, authorization, and configuration between a Network Access Server (NAS) that desires to authenticate its links and a shared Authentication Server.

SubscriberA Subscriber in Radiator represents a customer's subscription to an internet service.
Prepaid ModelPrepaid model for Radiator subscriptions refers to the internet service offered based on a predefined quota and period
Termed ModelTermed model supports unlimited internet access at a predefined speed which is invoiced on a recurring basis.
On-screen message (OSM)Text-only messages sent to STB/TV devices provisioned by VCAS OMI ADMIN platform.
Conditional Access System (CAS)A system (in this case EXSET) that provides content to subscribers through their devices.



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titleResource Scheduling


CRM.COM Term

Description

ActivityA small task or action that is either stand-alone or must be completed as part of a larger project.
One-time serviceA service (usually requested by the customer), which is provided and billed once, based on duration.
UnitA body of users that belong to the same team and follow identical business processes.


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titleSubscriptions


CRM.COM TermDefinition
Billing Cycle DayIs the day the billing cycle of a subscription begins
A-la-carte

An a-la-carte subscription allows its customers to freely select from a pool of services to subscribe to. Billing subscription and pricing terms may differ for each subscription

Subscription PackageA Subscription Package reflects a company's marketing offering that allows its customers to subscribe for a fixed set of services and physical goods. Packages are offered for a fixed price for all the services included in them and share common billing subscription and pricing terms to all customers that select to subscribe to it.
B2B subscriptionsSubscriptions which belong to companies rather than physical persons and allow the concurrent usage of a subscription for multiple units.
Anniversary BillingA model that involves billing customers for a one-month period starting on a cycle day of their choice (e.g., the day on which the customer signed up). 
Period Billingmodel that involves billing customers for a period starting on a billing cycle day specified by the company.  If the billable entity is activated for the first time on a day of the month other than the billing cycle day, the first bill will also include the days up to the billing cycle day.
SubscriptionA selection of customer services billed on a recurring, usage or one-time basis.
Billable EntityEntities that can be billed through the billing engine (Subscriptions).
Rated Billing Items (RBIs)Information on services, physical goods and the billing period, generated by the billing engine during the rating step of the normal billing run, before the transaction takes place.  RBIs let the user make amendments or corrections before (a binding) financial transaction is created.
Period Billing

model that involves billing customers for a period starting on a billing cycle day specified by the company.  If the billable entity is activated for the first time on a day of the month other than the billing cycle day, the first bill will also include the days up to the billing cycle day.

Workflow

A set of tasks which are necessary to complete a bigger task, involving the definition, execution, and forwarding of the task among users for action, according to a set of workflow rules. 

CommunicationsLog interaction between customers and agents. Communications can support multiple media such as email, SMS, telephony, post and others.
Provisioning Distributor

An abstract layer used in CRM.COM to relate subscription services (e.g., broadband service) and subscription associated devices (e.g., modems) to a provisioning provider and to define what services will be available from each device (if more than one is available on a subscription).

Provisioning Provider

Third-party conditional access (CA) and over-the-top (OTT) platforms with which CRM.COM integrates to provide services such as video content, telephony or games.

Traceable Physical Goods  A physical good, which is uniquely identified by its serial number.
Product Bundles

A combination of component products offered for sale as one product. Flexible product bundles have a variable selection of constituent products as components. Fixed product bundles have a fixed selection. 

Usage Detail Records (UDRs)

Information describing the use of usage subscription services. 

WalletA customer account whose credit balance is used to fund transactions within CRM.COM. 
Accounts A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.  Accounts keeps a running balance of debits and credits and displays the amount a company is owed in exchange for goods supplied and services rendered.
Billing Cycle DayIs the day the billing cycle of a subscription begins
RatingThe process used by billing to identify price and period of billing
Metadata A set of data that describes and gives information about other data.
OTT A broadcasting model where media (video, audio) are transmitted on the internet as standalone products, without the need for a cable or satellite operator.



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titleService Requests


CRM.COM TermDefinition
SubscriptionA collection of services that are provided to customers and billed on a recurring, usage or one-time basis.
WorkflowSupport business workflows and automate tasks required to complete business processes, triggering system actions provided certain events or conditions occur.
ActivitySmall task or action that is either stand-alone or must be completed as part of a larger project.
CommunicationUsed to log bidirectional interaction between customers and agents conducted through email, SMS, telephony, letters or face-to-face interaction.


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