Terms we use (and just assume you know...)

A quick glossary of the terms EngageRM uses daily — useful for anyone new to CRM and data terminology.

Covers CRM, AI and machine learning, Power Virtual Agents (chatbots), integrations, the Microsoft Power Platform, data warehouses, Dataverse, customer data platforms, first- and third-party data, portals, behavioural data, use cases, front-end versus back-end systems, and Azure.