Salesforce is a leader in the 2024 SPARK Matrix ™ analysis of the global customer loyalty solution market
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Loyalty Management, Referral Marketing and Promotions
Customer Loyalty Solutions
Foster relationships and create loyalty with AI predictive capabilities built directly into your CRM with loyalty management software.
What can you do with a loyalty management platform?
Earn continuous customer loyalty with personalised rewards, powered by behavioural data.
Drive performance and profitability with insights and AI.
Configure your loyalty programs to fit your needs. Activate segments across channels fast with industry templates and integrate them with external systems. Run multiple programs at once within one platform for different brands and initiatives — and for both B2B and B2C programs. Test, learn, and iterate as you see what works and what doesn’t.
Use customer behaviour to optimise immersive experiences across web and mobile. Tailor experiences to be relevant to all your individual users. Easily analyse members at risk for disengagement and launch campaigns to reengage them.
Provide customers with more options to earn, redeem, and engage with cross-industry partners. Manage partnerships on one platform to increase participation and reduce liability. Seamlessly onboard partners, launch joint promotions, and manage currencies between partners and your programs.
Leverage the power of influence, turning brand advocates into sales with Referral Marketing
Quickly launch referral promotions through a guided setup wizard to configure and define all aspects of your program. Tailor emails and cross-channel widgets based on brand guidelines and program goals. Integrate promotions into Marketing Cloud automatically to create journeys and activations. Extend to commerce, sales, service — with native integrations across the full customer journey.
Leverage customer data from across your organisation to identify high-value audience segments. Develop strategies to harness the advocacy of loyal customers to improve referral participation, conversions, and customer satisfaction — turning your best customers into your strongest advocates.
Manage program impact with prebuilt predictive dashboards. Use AI to hone targeting parameters with the 'Likely to Refer' Dashboards. Prioritise investments based on performance — reviewing top promotions, advocates, and channels, all while being able to adjust your strategy.
Create consistent member engagement with connected promotions
Reward members with engagements appealing to both rational and emotional drivers. Personalise promotions based on member data. Provide members with benefits, offers, vouchers, experiences — and gamify the experience with badges based on their behaviours and interests.
Use predictive performance insights with prebuilt dashboards to forecast rises in promotional revenue before launch, and choose the right segments, rewards, and channels to maximise ROI. Deliver time-based promotions for exclusive events and experiences — visualising it all with the promotion calendar.
Connect loyalty across your customer experience with a single customer view. Provide every department with access to loyalty information to enhance interactions — from purchases to customer service to sales, as well as in-person experiences. Trigger marketing journeys as customers hit new tiers. Use customer insights to provide a white-glove service experience or generate sales promotions based on customer loyalty.
Get the most out of your loyalty management software with thousands of partner apps and experts.
Extend the power of Loyalty Management with these related products.
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Loyalty Management Pricing
Find the right Loyalty Management edition for your business needs.
Loyalty Management — Starter
Design, configure, and launch loyalty programs quickly.
$
20,000
USD/org/month* (billed annually)
- Member Administration, Reward Management, Static Benefit Management
- 1 x Tableau CRM for Loyalty Management Base App License
- Quick Promotions
Loyalty Management — Growth
Launch and manage dynamic and personalised loyalty experiences.
$
35,000
USD/org/month* (billed annually)
- Member Administration, Reward Management, Full Benefit Management, Dynamic Promotions Management, Partner Administration
- 3 x Tableau CRM for Loyalty Management Base App License
- Program Setup: Single Program
Loyalty Management — Advanced
Run multiple loyalty programs on a single platform.
$
45,000
USD/org/month* (billed annually)
- Member Administration, Reward Management, Full Benefit Management, Dynamic Promotions Management, Partner Administration
- 5 x Tableau CRM for Loyalty Management Base App License
- Program Setup: Multiple Programs
This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.
Referral Marketing Pricing
Create referral programs to acquire new customers, drive product adoption, and grow sales.
Referral Marketing
Empower your top brand advocates to become your top sales associates.
$
12,500
USD/org/month* (billed annually)
- 100,000 Brand Advocates
- Unlimited Referral Promotions, Refer-a-Friend Template, Referral Sharing Widget, Voucher Management, Referral Tracking
- Data Processing Engine, Batch Management, and Decision Tables Included
This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.
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Loyalty Management FAQ
It's a software application that manages the design, definition, configuration, execution, and analysis of omni-channel loyalty programs. Loyalty management software helps marketers and brands effectively manage their loyalty programs, which are built to create a long-term relationship between a brand and a customer. Customers share personal information in exchange for membership rewards and benefits. This helps drive customer lifetime value, retention, and overall brand satisfaction.
No. Loyalty management software is different than CRM software. However, Loyalty Management is built directly into the Salesforce Platform, so you can seamlessly tie your B2B and B2C loyalty programs back to your CRM to create a single view of each member. This allows you to connect loyalty to the wider customer experience, delivering consistency for customers at every touchpoint.
Loyalty programs are designed to increase purchase frequency, brand affinity, basket size, while elevating the overall customer experience. Using a loyalty management platform, brands will be able to design personalised programs based on customer preferences at scale, and maximise program effectiveness with predictive insights and analytics that improve performance to drive overall customer lifetime value.
Choose the loyalty management solution that best meets your business's needs, aligns with your goals, and empowers you to execute effective and successful loyalty programs across multiple channels. Key considerations include native connectivity to your data as well as marketing, commerce, and service experiences, channel breadth, flexibility to manage simple and complex programs, native measurement tools, embedded AI, customer support and training resources, reputation (e.g., analyst reports and product reviews) as well as dependability and scalability.
Businesses will be able to create dynamic, personalised loyalty experiences, rather than your run-of-the-mill “Buy 10, get one coffee free!” types of programs. They’ll be able to leverage customer data within Loyalty Management, as well as pull other data in, to create dynamic segments that enable them to deliver experiential rewards that are relevant for their customers.