The Connection Series is designed to personalize the relationships between an organization and its customers, employees and partners. It helps companies reduce interaction costs and it enhances communication of the organization's value propositions, products and services. It enables companies to anticipate the wants and needs of its constituents. The program is not a one-off interaction but one that continues over time, with logic-based intelligent dialogs to inspire loyalty and increase profitability.

Retention and loyalty come from an organization's ability to identify their constituents' satisfaction levels, to address outstanding issues, and to benchmark the success of their actions over time. Many companies employ relationship management systems to better communicate with their customers, employees or partners. Yet successful CRM/ERM/PRM means far more than simply being better connected — it means learning from those connections to enable more profitable interactions by predicting what the group will want next — and inspiring their loyalty by helping them get it. It means tracking behavior and using that data to maximize an organization's profitability and loyalty throughout the entire life cycle, from customer acquisition to retention or from recruiting to retirement.

The Connection Series goes beyond collection of data. It provides a personalized set of information to each of the customers, employees or partners, based on their answers to previous questions, customer database information, etc. Thus, the system can be used to provide special offers to people with a particular profile, provide pricing models, cross sell and feed back information regarding complaints that an individual had made in a previous dialog.