### 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: Totango
[1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email)

1. Is there an option to embed a PDF fillable form? 2. Can a prepopulated email response be hyperlink to an automated email?

Julio, thank you for your questions and patience. Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely trigger pre-populated email responses based on specific events or triggers, for example, if a client gives a concerning NPS score in an email, we can trigger an automated response email. It doesn't rely on a hyperlink but actually triggers a separate email response. Please let us know if you have additional questions or if you would like to set up time for a demo. 

Answered: Megan Hales on July 21, 2022

[Your answer](/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email/comments/new?remote=true)

0

Question on: Backstory
[what is the best use of People.AI for sales reps?](/discussions/what-is-the-best-use-of-people-ai-for-sales-reps)

Hello Mitchel, Thank you for your question. We have a page dedicated to People.ai's Solutions for Sales on our website (https://people.ai/solutions/sales/). If you want more details or to speak to someone in person let me know and I will arrange it. Kind regards, Kathy

Answered: Kathy Kelleher on July 11, 2022

[Your answer](/discussions/what-is-the-best-use-of-people-ai-for-sales-reps/comments/new?remote=true)

0

Question on: Totango
[I would like for Totango to be able to send desktop notifications.](/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications)

I would like to see desktop notifications for: - account health status changed for account XYZ - renewals status for account XYZ is 123 - upsell opportunities for account XYZ

Hi Jon, That definitely a great idea. The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the features are coming directly from here. https://support.totango.com/hc/en-us/community/topics/360001294011-Product-Wishlist

Answered: Lorena Fikes on May 27, 2022

[Your answer](/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications/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