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Page 35 of 39

Implementing Preference Management: Centralizing Data


Summary At the heart of effective preference management is the need for a central repository that connects all departments, units, and relevant applications within an organization. If information isn’t readily accessible across the enterprise, customers may feel frustrated and overlooked due to repeated issues, contradictions,… Continue Reading

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October 4, 2017




How Customers Reveal Preferences


Summary The concept of “progressive profiling” frames the data collection process as a progressive conversation, helping enterprises to better understand and plan for the nature of customer communications. Research shows that customers are more likely to reveal their preferences in iterative steps, influenced by their… Continue Reading

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Design and Functionality of Collection Interfaces


Summary The conversational model of preference collection focuses on providing convenient, timely, and branded experiences that align with the customer’s immediate priorities. For instance, a customer engaged in an online product warranty process is primarily concerned with that product and the seller’s support throughout its… Continue Reading

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October 4, 2017





Page 35 of 39

What Our Customers Say

We could go on forever about the benefits of preference management, but sometimes it’s better to let our customers do the talking.

Listen to their challenges and solutions — and get inspired!

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