Get customer-centric. Get into the dialogue.

Portrait Dialogue is a customer interaction solution that converts disparate customer interactions into a connected two-way dialogue, across all channels, for greater customer engagement.

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Overview Key Features Support

Orchestrate customer dialogue across online & offline channels.

Unlike traditional campaign management systems, which are optimized for prospecting rather than managing the customer lifecycle, Portrait Dialogue provides pre-built, automated, multi-step phases which automate a dialogue as a two way conversation, resulting in reduced internal workload and increased relevance, timeliness and engagement.

Increasing campaign efficiency, Portrait Dialogue unifies planning and collaboration across the marketing team, automates processes (to speed throughput), improves reusability of campaign assets, centralizes campaign management and administration, and uncovers performance issues as they’re happening so that immediate action can be taken. The intuitive user interface enables your organization to orchestrate customer dialogues across, online, offline, mobile and listening channels, and even emerging social channels such as Twitter & Facebook.

Portrait Dialogue enables customer-focused organizations to:

  • Convert campaigns into enduring two-way dialogue
  • Connect the customer experience across all customer touch points
  • Embed insight and understanding into every interaction Optimize the customer lifecycle to maximize customer value Boost efficiency using multi-step, multi-phase dialogue automation
  • Uncover performance issues as they're happening – and take action
Ideal for B2C organizations which have a desire to be customer-centric, and have many customers to serve, Portrait Dialogue engages customers at every interaction to improve cross-sell & retention rates and reduce customer opt-out.

NOTICE: Because we offer many custom solutions, it is our policy not to post pricing on our website. Please contact our knowledgeable staff to select and price products that fit your organization's budget, number of users, IT environment, data requirements, support and training needs. We apologize for any inconvenience.


Engage with each customer like they’re the only one.

Intuitive user interface designed for marketers.

  • Sleek "Windows 7" styling and "Visio-style" dialogue orchestration
  • Visual micro-charts highlight areas of concern and provide immediate actionability
  • Role-based views provide focused experience yet "single version of the truth"
  • Interface theming to reinforce your brand
Online, offline, mobile and listening channels.
  • Engage customers via the channel of their choice for a true cross-channel strategy
  • Listen to customers to facilitate greater customer understanding
  • Deploy across online, offline, mobile and listening channels including email, customer web, PURL, SMS, MMS, WAP, direct mail, telemarketing, integrated online surveys and more
Social media channel integration.
  • Convert isolated social silos into integrated cross-channel dialogue strategies that result in greater engagement via:
  • Twitter
  • Facebook
Multi-step, multi-phase dialogue automation.
  • Convert campaigns into engaging customer dialogue
  • Choreograph customer lifecycle best practices
  • Eliminate manual process to become more efficient
  • Achieve individualized communication with each customer
  • Automate internal processes for lead management
Multiple operation modes.
  • Select from multiple execution modes, all from within a single screen:
  • Event trigger – Automatically initiate marketing actions at the most relevant moment with real-time event triggers
  • Scheduled – Automate recurring campaigns, offers and activities
  • Batch – Distribute campaigns and initiate dialogues "on-demand"
Real-time performance views.
  • LiveView capability provides real-time visibility into performance, pushing actionable information to the surface
  • Unified campaign calendar provides consolidated view
  • "Live edit" ability allows marketers to take action
Actionable customer insight.
  • "Customer cards" go beyond a 360° view for a true "customer portrait"
  • Real-time analytic scoring provides "up-to-the-second" campaign & dialogue selection accuracy
  • Closed loop offer logging for iron clad measurement and response attribution
User productivity features.
  • MyView keeps recent work, pending tasks and watched campaigns clearly in view
  • Microsoft Office-integrated task management streamlines planning & collaboration
  • Guided Dialogue empowers basic, casual and remote users
Preference management.
  • Implement closed loop preference management to improve customer understanding, boost results and reduce opt out


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