Image of Astro holding a Marketing GPT logo while standing in front of a series of loyalty management dashboards.

Loyalty Management

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 personalized rewards, powered by behavioral data.

Drive performance and profitability with insights and AI.

Forecast promotion revenue lift before launch and choose the right segments and rewards to maximize ROI.

Image of Einstein standing with outstretched hands in front of a predictive promotion dashboard.

Easily analyze members at risk for disengagement and launch campaigns to reengage them.

Image of a member engagement dashboard.

Gain insights into performance with prebuilt dashboards to test, learn, and iterate on your program.

Image of Einstein standing with outstretched hands in front of a predictive promotion dashboard.
Image of a member engagement dashboard.

Build a personalized customer loyalty program.

Reward members with benefits, offers, experiences, and gamify with badges based on their behaviors and interests.

A collage of personalized promotions for a jacket and a birthday cake.

Launch promotions to activate segments across channels quickly with industry templates, and integrate with external systems.

Image of a quick promotion wizard dashboard and the accompanying targeted email.

Onboard partners into programs, define partner terms, launch joint promotions, and track partner liability.

Two overlapping dashboards for "loyalty program partners" and "redemption by category."
A collage of personalized promotions for a jacket and a birthday cake.
Image of a quick promotion wizard dashboard and the accompanying targeted email.
Two overlapping dashboards for "loyalty program partners" and "redemption by category."

Create consistent member engagement with a 360-degree view.

Connect loyalty to the wider customer experience — from purchases, to customer service, sales, and in-person experiences.

Image of a member snapshot dashboard.

As customers engage, their profiles are updated in real time for always-on personalization and segmentation.

Image of a member profile with a notification for a personalized ad.

Surface member information on any Salesforce application through embedded dashboards.

Image of a customer interaction timeline with a squirrel sitting beside it.
Image of a member snapshot dashboard.
Image of a member profile with a notification for a personalized ad.
Image of a customer interaction timeline with a squirrel sitting beside it.

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 personalized 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

Get the most out of your loyalty management software with thousands of partner apps and experts.

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Merkle, Inc. logo
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OSF Digital logo
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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 managment 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 personalized programs based on customer preferences at scale, and maximize 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 measuremen 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, personalized 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.