Loyalty management
Build a loyalty program that connects customer recognition, rewards and repeat purchases. OOB Consulting configures Salesforce Loyalty Management around your members, commercial rules and connected systems, from our base in Lebanon for businesses across EMEA and beyond.
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What we can deliver
Define membership for individual or business customers, enrolment, program currencies and eligibility. Connect members to CRM records so your team can see their status, activity and preferences without maintaining separate customer lists.
Configure earning and redemption rules, qualifying points for status and redeemable points for rewards. Define expiry and test returns, cancellations and manual adjustments. Where supported by your edition, use pending points and traceability to manage when rewards become available.
Set tier thresholds, assessment periods, upgrades and downgrades. Assign benefits such as priority service or exclusive access, and define how each benefit is fulfilled. Test renewal dates and edge cases before members rely on their status.
Build offers with clear audiences, eligibility, dates and usage limits. Reward purchases or agreed engagement activities with points or vouchers. Configure voucher issuance, redemption and expiry, then test overlapping offers and returns against the intended reward cost.
Let members enrol, check balances, view transactions and benefits, and follow tier progress through a portal, website widgets or a connected mobile experience. Adapt the design, sign-in and record access to your brand and selected channels.
Bring partner brands into the program with agreed earning, redemption and benefit rules. Define which partner transactions qualify, what information is exchanged and how contributions are reconciled. Partner capabilities and scale depend on the Loyalty Management edition.
Use membership context for welcome journeys, tier changes and expiring rewards in your licensed marketing tools. Give service teams the member information and permitted actions they need. Where relevant, connect Data 360 audiences and apply contact preferences before communications.
Connect ecommerce, point-of-sale and other systems using supported APIs and integration patterns. Map member and transaction identifiers, prevent duplicate rewards, and reconcile failed updates. Migrate membership, balances and history with checks against the original program before cutover.
Track enrolment, active membership, points earned and redeemed, and promotion performance. Agree reward-liability measures with finance and validate source totals. Configure role-based access, controlled adjustments, exception monitoring and operating guides for the people running the program.
Assess interest-based clubs, badges and games when they serve a defined member journey. For eligible setups, evaluate Agentforce assistance with promotion creation and launch content, with staff review. Select these capabilities against your edition and needs rather than including them automatically.
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Watch on YouTube Contact OOBHow we approach it
We start with the program economics, member journeys, licences and source data. We agree reward rules and ownership, configure a focused release, and test earning, redemption, tier changes, returns and access in a sandbox. Your team validates the results and opening balances before a controlled launch, with training, monitoring and support responsibilities agreed.
How we workDo not assume it is included with Sales Cloud or Service Cloud. We check your Salesforce contract, Loyalty Management edition, member and transaction volumes, and API allowances. Portals, marketing, analytics and AI may have separate licence or usage requirements.
No. We compare Salesforce Loyalty Management with your existing platform or a smaller scoped solution. Program complexity, transaction volume, partner rules and operating cost determine the right approach. A simple rewards requirement does not justify a larger platform by itself.
Often, yes. We assess their APIs, customer identifiers and checkout flows before choosing the integration. If points must be available or redeemed at checkout, we test the complete response time, retry behaviour and what happens when a connection is unavailable.
We map members, tiers, balances, vouchers and required history, resolve duplicates and agree how expiry dates transfer. A trial migration reconciles totals against the current system. We agree the cutover and rollback plan before moving the live program.
Share your program rules, member volumes, channels, systems and reporting needs. We separate Salesforce licence costs from implementation and ongoing operation, then define integrations, migration, acceptance tests and a release plan. Pricing and timing follow that scope.
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