Salesforce Loyalty Management empowers companies across industries, including retail, consumer goods, manufacturing, travel, and accommodations, to create engaging and efficient click-through loyalty programs. It provides a 360-degree view to enhance customer experience and improve loyalty programs.

1. Salesforce
Release- Marketing:
Loyalty
Management
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2. Salesforce Loyalty Management empowers companies across
industries, including retail, consumer goods, manufacturing, travel,
and accommodations, to create engaging and efficient click-through
loyalty programs. It provides a 360-degree view to enhance
customer experience and improve loyalty programs.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Introduction To Loyalty Management

3. ❖ Program Setup
❖ Administration Of Members
❖ Administration Of Partners
❖ Management of Rewards
❖ Management of Benefits
❖ Administration Of The Loyalty Process
❖ Driving Promotions
❖ Management Of Vouchers
❖ Integrating Marketing Cloud
❖ Integration Of Customer 360 Audiences
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Benefits of Loyalty Management

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Program Setup:
Setting up tiers, defining currencies, benefits, and all other programme structures is simple in the
interface of loyalty management.
Administration Of Members:
Obtain a 360-degree view of member details and loyalty actions by combining data. Allow admin
activities like point adjustments to be performed on individuals or in bulk.
Administration Of Partners:
Increase programme value, onboard cross-industry partners, and manage member reward and
redemption agreement terms.

5. Management of Rewards:
Install loyalty rules depending on member activity for accruals and redemptions. Define and track
member behaviors that are in line with the program's goals.
Management of Benefits:
Build a connected customer experience, automatically activate activities in the Salesforce ecosystem,
such as Service Entitlements or Vouchers, or push these benefits to other platforms.
Administration Of The Loyalty Process:
Accruals, redemptions, tier processing, point expiration, and other features can be set up and
managed. To correctly manage transaction workload, configure and schedule processes.

6. Driving Promotions
Manage targeted groups specified in loyalty management or your CDP for time-based
promotions.
Set up advertisements for a partner or product combinations to be delivered through the
preferred channel of each client.
Management Of Vouchers:
To reward eligible actions, create vouchers for discounts & product or service experiences, track
redemptions & get voucher information from third-party systems.
Integrating Marketing Cloud:
Connect loyalty management to the marketing cloud for omnichannel activation by pushing
segments and promos.
Integration Of Customer 360 Audiences:
Provide segments in Customer Audiences 360 based on any criterion and link them to dynamic
promotions in loyalty management to create a tailored loyalty experience.
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❖ Adaptable End-To-End Platform
❖ Personalized Loyalty Offerings
❖ Creates Loyalty By Providing A Single Source Of Truth
❖ Tracks Your Loyalty Program ROI
Features Of Loyalty Management

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● Adaptable End-To-End Platform:
Loyalty management allows you the maximum flexibility in building loyalty programmes that meet
your demands. Setting up programmes, benefits, tiers, and currencies is simple in loyalty
management due to the user interface.
● Personalized Loyalty Offerings:
Loyalty management will help you to gather all of the customer data in one place, including purchase
history, marketing interactions, and website visits. This will allow you to tailor and personalize your
offerings to different groups of your member base, making them feel special.

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❖ Creates Loyalty By Providing A Single Source Of Truth
A unified customer picture is possible since loyalty management is linked with Salesforce
Digital 360, Service Cloud, and Tableau. You can also connect loyalty management to your
tech stack using integration-ready APIs and connect external systems.
❖ Tracks Your Loyalty Program ROI
Tableau CRM for Loyalty Management allows you to track the performance of your
programme, promotions, engagement, and member acquisition. Loyalty Management,
based on real-time data, will also help your company alter programmes and paths as
consumer and business needs change over time.

10. Thank You!
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