Conversely, portal interactions are customer-initiated. Portal access requires a username / password, along with the prerequisite onboarding and identity verification.
Examples of using rooms
Examples of using portals
iDIalogue is a Digital Experience Platform (DXP) for hosting personalized "rooms" integrated with leading CRM systems.
Try a 30-demo and get hands on with the "Room Builder" in iDialogue Studio.
Collecting information from a Lead or Contact during the sales cycle is a balancing act. You need to collect “just enough” information to initiate a dialogue, but not inundate the prospect with too many requests for details like billing and shipping address until they are ready to purchase.
iDialogue room builder now supports a form builder for collecting essential information at any step in the quoting, sales, or contracting process.