Short video explaining how Salesforce's loyalty management enables businesses to build customer- and partner-centric loyalty programs. It describes creating program tiers, currencies, and benefits, automating benefit triggers within Salesforce or external systems, enrolling members, tracking engagement (e.g., training, portal logins), and using Tableau CRM to measure partner and customer value to drive ROI.
Chapters
Loyalty management helps you build stronger relationships with business buyers and partners to drive long term loyalty. Shift your focus from product centric to customer centric Programs with Engaging Incentives Create programs that fit your industry and business needs with an end to end platform that boosts partner performance. Then set up your program tiers defining how members will earn points with program currencies. Create benefits that help your partners and customers achieve their business goals and help you increase roi. You can automatically trigger benefit actions within Salesforce or push these benefits to other systems and assign your benefits to a tier or based on behavior. Since it's built on the Salesforce Customer360 platform, you have the flexibility to design unique programs to fit your needs. Customers and partners can easily enroll in your program and they earn points for engaging with your business in ways that are meaningful, not just transactional such as by attending a training or logging into a portal. Then as members and partners interact with your program, you can track performance with Tableau CRM for loyalty management and identify your most valuable customers and channel partners to ensure you continue to drive value from your program. Create customer centric loyalty programs that incentivize customers and partners with loyalty management. It.
