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features
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support

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Description

Fidelis removes the barriers for MSMEs by allowing them to manage loyalty programs without the necessity of creating apps or investing in costly hardware, thus making loyalty programs attainable for those with constrained budgets. This innovative solution empowers any business to seamlessly introduce tailored and advanced loyalty initiatives. For consumers, Fidelis provides a unified digital card that consolidates all loyalty program access, removing the hassle of managing various apps or physical cards. This streamlined approach enhances the overall user experience and boosts engagement, resulting in advantages for both retailers and consumers alike. Ultimately, Fidelis transforms how loyalty programs are accessed and managed in today's market.

Description

Salesforce Loyalty Management is an all-encompassing platform aimed at assisting businesses in developing and overseeing intelligent, customized loyalty programs that boost customer interaction and enhance their lifetime value. Constructed on the Salesforce Customer 360 Platform, this tool allows organizations to design loyalty initiatives with various tiers, points, benefits, and rewards specifically suited for both B2B and B2C audiences. It facilitates partnerships across different industries, enabling customers to accumulate and redeem rewards with multiple brands, while also providing resources for efficiently onboarding partners and coordinating joint promotional efforts. Leveraging AI-driven features, it empowers businesses to pinpoint brand advocates, manage referral initiatives, and offer personalized promotions rooted in customer data and behavior patterns. Furthermore, when integrated with Salesforce Marketing Cloud, Service Cloud, and Tableau, Loyalty Management ensures a cohesive view of the customer, promoting seamless engagement across every interaction point. This comprehensive approach not only enhances customer loyalty but also drives sustainable business growth over time.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Salesforce No 
Salesforce Agentforce Marketing No 
Salesforce Agentforce Service No 
Tableau No 

Integrations

Salesforce Yes 
Salesforce Agentforce Marketing Yes 
Salesforce Agentforce Service Yes 
Tableau Yes 

Pricing Details

30€ per month/180€ per year
Free Trial Yes 
Free Version No 

Pricing Details

$20,000 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Casettalab

Founded

2025

Country

Italy

Website

fidelisapp.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

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

Product Features

Loyalty Management

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

Menu

Color-Coding / Upselling Tools No 
Digital Signage / Menu Boards No 
Kiosk Menus No 
Menu Design Tools No 
Menu Item Management Yes 
POS Integration No 
Pre-Made Menu Templates No 
Printed/Paper Menus Yes 
QR Code Menus Yes 
Tablet Menus No 

Restaurant Reservations

Capacity Monitoring Yes 
Custom Reservation Inventory No 
Deposits / Prepayment Processing No 
Email Marketing No 
Facebook Reservations No 
Feedback Management No 
Guest Data Yes 
Guest Notifications Yes 
Mobile App Booking Yes 
Online / Website Reservations Yes 
Reminders Yes 
Reporting / Analytics Yes 
Seat / Table Optimization No 
Text/SMS Communications No 
Waitlist Management No 

Product Features

Customer Loyalty

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

Loyalty Management

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

Alternatives

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