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Common technical terms in email

Stay current and expand your email knowledge with our list of common technical terms.

Client relationship management

Client Relationship Management (CRM) is the process of determining when, where, and how to interact with clients to evaluate and manage client interactions. Brands use CRM tools – software that automate customer relationships – to set up specific touchpoints in the customer journey or events that trigger automated emails. For instance, if a new subscriber browses a website but leaves without taking any actions, the CRM registers this as a touchpoint and sends an automated email to follow up.