### Contents

- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Customer Revenue Optimization (CRO) Software Resources

##### Glossary Terms, Discussions, and Reports to expand your knowledge on Customer Revenue Optimization (CRO) Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Customer Revenue Optimization (CRO) Software Glossary Terms

[![Key Account](https://learn.g2.com/hubfs/G2CM_GI202_Glossary_Article_Images_%5BKey_accounts%5D_V1b.png "Key Account")](https://www.g2.com/glossary/key-account-definition)

[Key Account](https://www.g2.com/glossary/key-account-definition)

A key account is a company’s most valuable customer. Learn how key account management can set your business up for success.

by Keerthi Rangan

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Customer Revenue Optimization (CRO) Software Discussions

0

Question on: Backstory
[Can Salesforce be synced with People.ai?](/discussions/can-salesforce-be-synced-with-people-ai)

Are we able to sync info from Salesforce to People.ai? Specifically meetings set each week

Yes, absolutely

Answered: Terry Teal on June 28, 2022

[Your answer](/discussions/can-salesforce-be-synced-with-people-ai/comments/new?remote=true)

0

Question on: Clari
[How can I delete templates that are linked to a Flow](/discussions/49790-como-puedo-eliminar-templates-que-esten-ligados-a-un-flow)

Within my company, I have gone through 3 positions. In two of them, I have used different flows and templates. I would like to delete many templates, but they are linked to a previous flow. I must delete the flow to be able to delete the template, right? Is there no other option?

n.a

Answered: Mashonda Askew on April 21, 2021

[Your answer](/discussions/49790-como-puedo-eliminar-templates-que-esten-ligados-a-un-flow/comments/new?remote=true)

0

Question on: Clari
[How do you filter out internal emails from groove insights?](/discussions/27868-how-do-you-filter-out-internal-emails-from-groove-insights)

?

In our org, we have utilized the Groove feature to add specific domains in the ADMIN setting to "ignore", meaning and emails that are sent or received from xxxx@domain.com are ignored for most of Groove's functionality – like tracking (open etc.) and syncing (into CRM/SF) or dashboard insights/ analytics. 

Answered: Bart Johnson on June 16, 2020

[Your answer](/discussions/27868-how-do-you-filter-out-internal-emails-from-groove-insights/comments/new?remote=true)

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## Customer Revenue Optimization (CRO) Software Reports

Mid-Market Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Momentum Grid® Report