Integrating with Your CRM

Plug Interaction Optimizer into your existing environment

Interaction Optimizer has been designed as a completely open solution ready to integrate with your own CRM, campaign management, analytics, process modeling and customer-facing systems (eg, Microsoft, Seilbel, SAS).

Designed for a service-orientated architecture, Interaction Optimizer uses Web Services to integrate with all parts of your existing infrastructure for customer services, sales and marketing. It’s easily configurable to generate the right treatment strategy based on whatever factors you decide are most relevant.

Building on your blocks

If any of your existing systems are less than best-of-breed, we can help by leveraging our suite of powerful customer experience management solutions - the only process-based application platform suite dedicated to customer-critical processes. 

Your building blocks or ours - Interaction Optimizer drives measurably better interactions either way.

Find out more about customer experience management with Portrait Interaction Optimizer...

How customer experience management works with Portrait Interaction Optimizer...

Inbound customer experience management campaigns...

The bottom line customer experience management benefits...

A sample decision tree - 'The Best Next Action'...

Customer experience management CASE STUDY!  Nationwide sets the pace...

 

The power of real-time scoring

Traditional CRM systems are based on batch scoring, and rely on static rules engines that base decisions on scores that are anywhere from a few weeks to few months out of date.

Interaction Optimizer generates scores in real time taking into account all interactions across all channels – current interactions as well as interactions that might have happened just seconds ago. 

For example, a customer who makes a transaction on the web, then calls the contact centre will be treated in a way that reflects that recent web transaction.