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SaaS Glossary of Terms

Maltix

William Nicholls

Last Update 2 months ago

Maltix branded products (Phone first Platform Agnostic)

  • QR Lite 
  • QR Site
  • QR Event
  • BizCard

Maltix branded Services

  • Lares VA (Real person)
  • Maltix Healthy and Productive People DISC

Simplified terminology terms used regularly

Ai Assist - AI agents that engage in customer conversations, providing instant departmental assistance
App Registration - Manage granted permissions to areas within the app
App Screen Navigation - Images within a Progressive Web App
Backdrop - For Zoom or Meet, usually with name, branding, and Master QR
Book mark - Share saving QR Lite, QR Site, BizCard to home screen to then share instantly from the phone
Book time - A labour time guide for SaaS components
Brand Bible - Brand identity, voice and tone, messaging, and visual guidelines
Chat - Communicates with clients and visitors to deliver customer support
Clockify - Lares VA time management tool
Compliance - General Data Protection Regulation (GDPR) meets the requirements for properly handling personal data as defined in the law
Connective Tissue - Interconnected secure data transfer within Maltix SaaS
CRM - Client relationship management
Data harmony - Categories, Custom Field & Tag alignment between data sources within PWA, Knowledge Base & CRM
Data Source - Multiple encrypted spreadsheets within a PWA
DISC - An acronym that stands for the four main personality profiles described in the DiSC model: (D)dominance, (i)influence, (S)steadiness, and (C)
conscientiousness.

EVENT share - News, Events documentation share using Rosie 

ICO - Information Commissioner's Office for compliance
Image harmony - Images from brand bible, sized for multiple SaaS applications
Integrations - Usually 3rd party software securely connected inside the CRM
Knowledge Base (KB) - A digital library of information about a company's products, services, or industry-related topics
Lares Virtual Assistants - Real people support in many disciplines
Licenced - Formal agreement giving permission to resell Maltix Services

Media  Top of the range Global iptv distribution, all channels

Master QR - Landing page that can be permanently printed, and links within can be changed at any time on subscription
NDA - Non-disclosure agreement
Palette harmony - Colours from brand bible, within multiple SaaS applications
Platform agnostic - Applications or services designed to operate across various operating systems, device types & web browsers
Product Subscription - Multiple SaaS provision, within one regular payment
PWA - Progressive Web App
PWA Shop - Categorised and integrated with Stripe
QR - Pictorial and actual URL
QR Frame - Enhanced topical design around QR to enhance scan rates
Raise a ticket - Support to request help or report an issue quickly and effectively
Sales Agency Agreement - A formal contract that outlines the terms and conditions of the working relationship between Maltix and its agents
SaaS - Software as a Service (A collection of software and best practice)
Screenshot - An image that shows the contents of any digital display
Screen share - Action of sharing one device's screen or content to another
Set Up - Initial SaaS investment, includes real person support
Shop link - Usually a Stripe product link added to Knowledge Base articles
SME - Small Medium Enterprise (Small business)
SFP - Smart Form Pages that securely automates data to a CRM
SFP Branching Logic - Customer reassurance, article, and URL automation
Tenant - A group of users or an organisation that share common access

Product terminology

- Asana Project Management: A project management software that helps businesses plan, track, and collaborate on projects, assign tasks, set deadlines, and monitor progress.
- Capsule CRM: A customer relationship management software that helps businesses manage their interactions with customers, track leads and sales opportunities, and improve customer satisfaction.
- Collaboration: A collaboration platform that helps businesses facilitate teamwork, share documents, communicate in real-time, and streamline project collaboration.
- Cross platform analytics: Data analytics reports that helps businesses collect, analyse, and visualise data to make informed business decisions and improve performance.
- E-commerce: An e-commerce platform that helps businesses create and manage online stores, process payments, track orders, and analyse sales data.
- Encrypted Data Security: A data security solution that helps businesses protect their sensitive information, secure their network, and comply with data protection regulations.
- Fliplet data source Management: An inventory management access that helps businesses track inventory levels, manage stock, optimise warehouse operations, and prevent stockouts.
- HR: A human resources management software that helps businesses streamline their HR processes, manage employee information, track time and attendance, and automate payroll.
- Integrations: Enterprise resource planning software that helps businesses integrate and manage their core business processes, such as finance, inventory, telephony, Stripe, and supply chain management.
- Mobile PWA App: A mobile application development platform that helps businesses create custom mobile apps to engage customers, streamline processes, and enhance brand visibility. Branded as QR Site and connected to TAWK knowledge base.
- My Most Trusted Marketing: Automation App that helps businesses create and track marketing campaigns, sophisticated email marketing, and analyse customer engagement.
- Phone site Builder: A site building platform that helps businesses create a unique & professional platform agnostic site specifically designed for the Phone user, without the need for coding knowledge, with customisable page buttons and easy-to-use features, connected to TAWK Knowledge base.
- Reporting: A reporting and analytics tool that helps businesses generate custom reports, visualise data, and gain insights to make data-driven decisions and improve business performance.
- Social Media Management: A social media management tool that helps businesses schedule posts, track engagement, monitor social media mentions, and analyse performance.
- TAWK Customer Support: A customer support software that helps businesses provide timely and efficient customer service, manage support tickets, and track customer inquiries.
- Training: A training and development platform that helps businesses create and deliver online training courses, track employee progress, and assess learning outcomes.
- Whats App and Push notification Communication:
Platform that helps businesses streamline internal and external communication, facilitate team collaboration, and enhance productivity.
- Xero or QuickBooks CRM integration: Financial management software that helps businesses track expenses, manage budgets, generate financial reports, and streamline accounting processes.

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