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What is Salesforce Loyalty Management?

Salesforce Loyalty Management serves as a robust platform designed to help organizations create and manage intelligent, tailored loyalty programs that enhance customer engagement and increase their lifetime value. Built on the Salesforce Customer 360 Platform, it enables businesses to craft loyalty schemes featuring various tiers, points, rewards, and benefits that cater to both B2B and B2C markets. This solution fosters collaboration across diverse sectors, allowing customers to earn and redeem rewards across multiple brands, while also equipping businesses with tools for effectively onboarding partners and coordinating joint marketing campaigns. By utilizing AI-driven functionalities, it helps companies identify brand advocates, oversee referral programs, and deliver personalized promotions based on customer data and behavioral insights. In addition, when integrated with Salesforce Marketing Cloud, Service Cloud, and Tableau, Loyalty Management provides a unified view of the customer, facilitating smooth interactions at every touchpoint. This holistic strategy not only strengthens customer loyalty but also contributes to sustainable growth for businesses over the long term. Ultimately, the platform positions brands to build lasting relationships with their customers, ensuring they remain engaged and satisfied.

What is LoyaltySurf?

LoyaltySurf is a versatile loyalty program software designed for both B2C and B2B technology firms. It allows users to create and oversee a tailored rewards program that fosters customer loyalty and enhances engagement. The no-code platform simplifies the process of providing personalized rewards and incentives, ensuring that customers remain actively involved. With an extensive range of webhooks, a Zapier App, a comprehensive API, and seamless third-party integrations, tech teams can effortlessly customize their loyalty programs. Implementing LoyaltySurf is straightforward and can be accomplished in just a few hours, making it a convenient option for businesses. Companies can incentivize user actions in various ways, including, for example, B2C and FinTech firms that might offer financial rewards, account credits, and points systems. SaaS businesses might provide unlocked features and extended trial periods, while B2B and enterprise companies could give gift cards to qualified leads who schedule a demo call. This flexibility allows businesses to tailor their loyalty strategies effectively. By utilizing LoyaltySurf, companies can strengthen their customer relationships and drive long-term engagement.

Media

Media

Integrations Supported

Chargebee
HubSpot CRM
HubSpot Customer Platform
PayPal
Recurly
Salesforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Stripe
Tableau
Zapier

Integrations Supported

Chargebee
HubSpot CRM
HubSpot Customer Platform
PayPal
Recurly
Salesforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Stripe
Tableau
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$20,000 per month
Free Trial Offered?
Free Version

Pricing Information

0
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/marketing/loyalty-management/

Company Facts

Organization Name

LoyaltySurf

Date Founded

2023

Company Location

United States

Company Website

loyaltysurf.io

Categories and Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Loyalty Management

CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
White Label

Categories and Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Loyalty Management

CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
White Label

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