会员忠诚度云功能与优势
当前版本不包含Data Process Engine,将在未来推出。
计划设置
可为各行各业配置 B2B 和 B2C 计划。直观的界面可轻松设置等级 (Tiers)、积分类型 (Currencies) 和权益 (Benefits) 及其他计划配置项。
会员管理
全面整合会员详情及忠诚度活动信息。支持管理员对个人会员进行积分调整等操作。
合作伙伴管理
提升计划价值,引入跨行业合作伙伴,并管理会员奖励与兑换相关的协议条款。
奖励管理
基于会员行为快速配置积分累积和兑换规则,定义并跟踪与计划目标一致的会员行为。
权益管理
自动触发 Salesforce 生态系统中的操作,例如服务权益 (Service Entitlements) 或优惠券 (Vouchers),也可将这些权益推送到其他系统,从而打造互联的客户体验。
忠诚度流程管理
设置并管理积分累积 (Accruals)、积分兑换 (Redemptions)、等级处理 (Tier Processing)、积分过期 (Point Expiration) 等流程。 通过配置和调度流程,有效管理交易负载。
动态促销管理
针对合作伙伴和/或产品组合设置促销活动,并通过客户偏好的渠道进行推送。
优惠券管理
配置用于折扣、产品或服务体验的优惠券 (Vouchers),用来奖励符合条件的行为,或为用户带来惊喜体验。 支持跟踪兑换情况,并可从第三方系统查询优惠券。
Loyalty Management API
使用可扩展、易集成的 API,将自动化解决方案与 Loyalty 管理系统连接起来。
适用于 Loyalty Management 的 Tableau CRM *
通过集成仪表板整合计划、会员和合作伙伴的丰富洞察与可执行见解。跟踪计划表现及整体健康状况,帮助实现业务投资回报率 (ROI)。
*需要额外许可证
Loyalty Cloud Features and Benefits
The current version does not include Data Process Engine, it will be available in a future release.
Program Setup
Setup B2B and B2C programs in any industry. An intuitive UI makes it easy to set up Tiers, define Currencies and Benefits, and all other program constructs.
Member Administration
Aggregate information for a 360 degree view of member details and loyalty activities. Enable admin actions, such as point adjustments, on individuals.
Partner Administration
Drive greater program value, onboard cross-industry partners and manage agreement terms for member rewards and redemptions.
Rewards Management
Rapidly deploy loyalty rules for accruals and redemptions based on member activities. Define and track member behaviors aligned to program objectives.
Benefits Management
Automatically trigger actions in the Salesforce ecosystem such as Service Entitlements or Vouchers, or push these benefits to other systems to create a connected customer experience.
Loyalty Process Administration
Set up and manage Accruals, Redemptions, Tier Processing, Point Expiration and more. Configure and schedule processes to effectively manage transaction workload.
Dynamic Promotions Management
Set up promotions for partner and/or product combinations to deliver through each customer's preferred channel.
Voucher Management
Set up Vouchers for discounts and product or service experiences to reward eligible behaviors, or to surprise and delight. Track redemptions and query vouchers from 3rd party systems.
Loyalty Management APIs
Connect automation solution to Loyalty using extensible, integration-ready APIs.
Tableau CRM for Loyalty Management*
Aggregate rich, actionable insights across program, member and partner through integrated dashboards. Track performance and overall health of the program to ensure program ROI for your business.
*requires additional license