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features
design
support

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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.

Description

Upzelo's loyalty and reward initiatives are designed to propel your business forward. Transform every transaction into a festive occasion with a tailor-made program that's quick and simple to deploy — no programming expertise required! If you need help, our support and migration teams are on standby to assist you at every turn. This is the ultimate loyalty application you'll ever require. With points programs, VIP tiers, and referral bonuses, it builds trust and rewards your customers for their involvement.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Commerce No 
Axis LMS No 
Feefo No 
Gorgias No 
Intercom No 
Klaviyo No 
Magento No 
REVIEWS.io No 
Recharge No 
Salesforce Yes 
Salesforce Agentforce Marketing Yes 
Salesforce Agentforce Service Yes 
Shopify No 
Slack No 
Tableau Yes 
WooCommerce No 
Zapier No 
Zendesk No 
dotdigital Engagement Cloud No 

Integrations

Adobe Commerce Yes 
Axis LMS Yes 
Feefo Yes 
Gorgias Yes 
Intercom Yes 
Klaviyo Yes 
Magento Yes 
REVIEWS.io Yes 
Recharge Yes 
Salesforce No 
Salesforce Agentforce Marketing No 
Salesforce Agentforce Service No 
Shopify Yes 
Slack Yes 
Tableau No 
WooCommerce Yes 
Zapier Yes 
Zendesk Yes 
dotdigital Engagement Cloud Yes 

Pricing Details

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

Pricing Details

$47 per month
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

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

Vendor Details

Company Name

Upzelo

Founded

2021

Country

United Kingdom

Website

upzelo.com/

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 

Product Features

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection Yes 
Gamification No 
Live Chat No 
Video Content No 

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 

Customer Satisfaction

360 Degree Feedback Yes 
Analytics Yes 
Call Reporting No 
Complaint Monitoring No 
Feedback Collection Yes 
Survey Management Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

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 

NPS

Alternatives

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