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Customer Loyalty Platform
Grow Revenue with Loyalty, Offers, and Referrals.
Build and optimize loyalty and incentive programs that proactively create tailored offers and promotions. Engage customers in real time across channels, and continuously adapt to drive repeat purchases and long-term value.Build and optimize loyalty and incentive programs that proactively create tailored offers and promotions. Engage customers in real time across channels, and continuously adapt to drive repeat purchases and long-term value.
These leading brands build customer loyalty with Agentforce Marketing
What can you do with loyalty programs and experiences on a unified platform?
Offer, referral, and loyalty management is how brands acquire, retain, and grow customer relationships through three connected capabilities: loyalty programs and experiences that reward repeat engagement, personalized offers and promotions that scale, and referral marketing that turns customers into advocates. Agentforce Marketing brings all three together in one platform.
How can Customer Loyalty, Offer, and Referral marketing grow lasting relationships?
Loyalty programs and experiences that drive retention
Seamlessly design and run B2C and B2B loyalty programs and experiences with points, tiers, and rewards using point and click tools. Connect automatically to your CRM and marketing tools.
Offers that adapt to real-time customer behavior and signals
Build and deliver personalized promotions across every channel. Real-time signals like browsing behavior and purchase history surface the most relevant offer in the moment.
Referrals that turn customer loyalty into revenue growth
Give your most loyal customers and channel partners a structured referral program or experience with clear incentives, automated workflows. Get full visibility into who is driving new business — all on one platform.
Build programs that drive lifetime value
Design B2C and B2B programs or moments that reward repeat purchases, deepen relationships, and keep your best customers coming back.
Act on data across marketing, sales, service, commerce, and partners. Activate segments faster with industry templates. Predict disengagement risk and trigger personalized journeys automatically.
Manage multiple programs and incentives (like channel rewards and volume rebates) across brands and partners from one platform. Configure rewards, tiering, gamification, clubs and communities, and redemption rules. Onboard partners, launch joint promotions, and manage shared currencies with ease.
Let Agentforce streamline program creation and surface next-best-offer recommendations. Deliver real-time rewards that resonate with each member. Optimize performance with predictive AI insights.
Personalize offers to maximize promotional ROI
Stop building offers manually for every channel and segment. Use AI agents and decisioning to personalize and serve promotions in real time, across every touchpoint.
Create, execute, and optimize promotions and offers across the full lifecycle, from setup to analytics. Agentforce and guided setup wizards help get your offer to market faster.
Instantly adapt offers to match customer intent based on preferred channels, engagement, and behavioral signals. Agentforce finds the right offer for each customer, then tailors the content for every channel — so your message is always relevant, wherever it lands.
Get actionable AI insights that optimize offer conversion and automatically adjust to achieve performance goals. Built-in attribution and promotion analytics show exactly what's driving conversions — by offer, channel, and audience.
Activate your most loyal customers and partners
Ask for referrals at the right moment, reward advocates automatically, and grow your pipeline through trust.
Launch B2C and B2B referral campaigns with guided setup. Integrate promotions natively into Marketing Cloud Next, Commerce, Sales and Service to automate journeys. Tailor engagement based on brand guidelines and program goals.
Use member data and targeting to find high-value segments ready to refer. Focus your program on the customers most likely to convert.
Track and measure ROI with prebuilt predictive AI dashboards. Prioritize investments by reviewing top promotions, advocates, and channels.
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Drive lifetime value from acquisition to advocacy with tailored rewards, tiers, offers, and experiences designed for both B2C and B2B relationships.
Referral Marketing
Grow your pipeline by turning satisfied customers into advocates who drive new revenue through automated B2C and B2B referral programs.
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Loyalty, Offer, and Referral Management FAQ
It's a software application that manages the design, definition, configuration, execution, and analysis of omnichannel 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 ito 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 meats 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 rep
(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 1 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.
Salesforce's loyalty solutions is built for flexibility. You can launch a traditional points-based program, a tiered status program (think Silver / Gold / Platinum), a spend-based cash-back model, a visit or punch card structure, or a hybrid that combines multiple mechanics — all on one platform. Beyond transactions, you can reward non-purchase behaviors like referrals, reviews, social engagement, or app activity. Every accrual rule, redemption rule, and tier qualification threshold is configurable, so your program reflects your brand strategy — not just what a template allows.
Loyalty events — like a tier upgrade, a points milestone, an expiring reward, or a new enrollment — can trigger journeys in Marketing Cloud Journey Builder in real time or be used through flow across Marketing Cloud Next. Member data (tier status, point balance, expiry dates) can powers personalized email and SMS at every stage of the loyalty lifecycle. For organizations using Data 360, loyalty data can be unified with behavioral and transactional signals to make communications even more contextual and timely. The result: your members feel recognized at exactly the right moment, through the right channel.
It's definitely not points-only. Our loyalty solutions supports custom reward currencies — so you can denominate rewards in dollars, percentages, vouchers, or any currency type that fits your brand. A cash-back program can credit a dollar value back to a member wallet or apply it at checkout. A voucher-based program can issue redeemable codes tied to specific products or experiences. You define the currency name, type, and redemption mechanics — the platform doesn't constrain you to a single model.