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Customer loyalty, referral and offer management. | Salesforce CA
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Abstract image of Loyalty solutions on the Salesforce platform [Abstract image of Loyalty solutions on the Salesforce platform]
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Customer Loyalty Platform

Grow Revenue with Loyalty, Offers, and Referrals.

Build and optimise loyalty and incentive programmes 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.

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Get the most out of your loyalty management software with thousands of partner apps and experts.

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Build lifetime loyalty through connected and differentiated experiences.

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These leading brands build customer loyalty with Agentforce Marketing

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What can you do with loyalty programmes 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 programmes and experiences that reward repeat engagement, personalised 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?

Example of loyalty UI and loyalty experiences [Example of loyalty UI and loyalty experiences]

Loyalty programmes and experiences that drive retention

Seamlessly design and run B2C and B2B loyalty programmes and experiences with points, tiers, and rewards using point and click tools. Connect automatically to your CRM and marketing tools.

Offer promotion examples [Offer promotion examples]

Offers that adapt to real-time customer behaviour and signals

Build and deliver personalised promotions across every channel. Real-time signals like browsing behaviour and purchase history surface the most relevant offer in the moment.

Referral programme examples [Referral programme examples]

Referrals that turn customer loyalty into revenue growth

Give your most loyal customers and channel partners a structured referral programme or experience with clear incentives, automated workflows. Get full visibility into who is driving new business on one platform.

Build loyalty experiences that drive lifetime value

Design B2C and B2B programmes or moments that reward repeat purchases, deepen relationships, and keep your best customers coming back.

Engage members and partners proactively

Act on data across marketing, sales, service, commerce, and partners. Activate segments faster with industry templates. Predict disengagement risk and trigger personalised journeys automatically.

Loyalty Management dashboard with a member snapshot and reward points shown as a donut gauge and a bar chart. [Loyalty Management dashboard with a member snapshot and reward points shown as a donut gauge and a bar chart.]

Manage B2B and B2C programmes from one platform

Manage multiple programmes 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.

Loyalty Management dashboard showing programme configuration, member tiers and milestones, and a Spin the Wheel reward game. [Loyalty Management dashboard showing programme configuration, member tiers and milestones, and a Spin the Wheel reward game.]

Deliver relevant offers and rewards

Let Agentforce streamline programme creation and surface next-best-offer recommendations. Deliver real-time rewards that resonate with each member. Optimise performance with predictive AI insights.

Loyalty programme dashboard with a member list and an AI suggestions panel recommending next best actions. [Loyalty programme dashboard with a member list and an AI suggestions panel recommending next best actions.]
Loyalty Management dashboard with a member snapshot and reward points shown as a donut gauge and a bar chart. [Loyalty Management dashboard with a member snapshot and reward points shown as a donut gauge and a bar chart.]
Loyalty Management dashboard showing programme configuration, member tiers and milestones, and a Spin the Wheel reward game. [Loyalty Management dashboard showing programme configuration, member tiers and milestones, and a Spin the Wheel reward game.]
Loyalty programme dashboard with a member list and an AI suggestions panel recommending next best actions. [Loyalty programme dashboard with a member list and an AI suggestions panel recommending next best actions.]

Personalise offers to maximise promotional ROI

Stop building offers manually for every channel and segment. Use AI agents and decisioning to personalise and serve promotions in real time, across every touchpoint.

Orchestrate offers from end to end

Create, execute, and optimise promotions and offers across the full lifecycle, from setup to analytics. Agentforce and guided setup wizards help get your offer to market faster.

Offer orchestration timeline mapping promotional campaigns across the customer lifecycle from acquisition through retention. [Offer orchestration timeline mapping promotional campaigns across the customer lifecycle from acquisition through retention.]

Deliver context-driven engagements

Instantly adapt offers to match customer intent based on preferred channels, engagement, and behavioural 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.

Personalised customer engagement interface delivering offers based on real-time context and behaviour signals. [Personalised customer engagement interface delivering offers based on real-time context and behaviour signals.]

Improve conversion with built-in intelligence

Get actionable AI insights that optimise offer conversion and automatically adjust to achieve performance goals. Built-in attribution and promotion analytics show exactly whats driving conversions by offer, channel, and audience.

Conversion analytics view showing AI-powered offer optimisation recommendations and predicted performance lift. [Conversion analytics view showing AI-powered offer optimisation recommendations and predicted performance lift.]
Offer orchestration timeline mapping promotional campaigns across the customer lifecycle from acquisition through retention. [Offer orchestration timeline mapping promotional campaigns across the customer lifecycle from acquisition through retention.]
Personalised customer engagement interface delivering offers based on real-time context and behaviour signals. [Personalised customer engagement interface delivering offers based on real-time context and behaviour signals.]
Conversion analytics view showing AI-powered offer optimisation recommendations and predicted performance lift. [Conversion analytics view showing AI-powered offer optimisation recommendations and predicted performance lift.]

Activate your most loyal customers and partners

Ask for referrals at the right moment, reward advocates automatically, and grow your pipeline through trust.

Refer customers seamlessly across channels

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 programme goals.

Multi-channel campaign view showing coordinated outreach across email, mobile, web, and in-store touchpoints. [Multi-channel campaign view showing coordinated outreach across email, mobile, web, and in-store touchpoints.]

Convert high-value advocates

Use member data and targeting to find high-value segments ready to refer. Focus your programme on the customers most likely to convert.

Referral and advocacy programme dashboard tracking member-to-member growth and advocate activity. [Referral and advocacy programme dashboard tracking member-to-member growth and advocate activity.]

Optimise referral performance with AI

Track and measure ROI with prebuilt predictive AI dashboards. Prioritise investments by reviewing top promotions, advocates, and channels.

Loyalty performance dashboard with campaign metrics and charts showing programme impact and ROI. [Loyalty performance dashboard with campaign metrics and charts showing programme impact and ROI.]
Multi-channel campaign view showing coordinated outreach across email, mobile, web, and in-store touchpoints. [Multi-channel campaign view showing coordinated outreach across email, mobile, web, and in-store touchpoints.]
Referral and advocacy programme dashboard tracking member-to-member growth and advocate activity. [Referral and advocacy programme dashboard tracking member-to-member growth and advocate activity.]
Loyalty performance dashboard with campaign metrics and charts showing programme impact and ROI. [Loyalty performance dashboard with campaign metrics and charts showing programme impact and ROI.]
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Discover a complete agentic marketing solution designed to help you personalise the right moments and have two-way conversations across the entire customer relationship.

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Loyalty Management

Drive lifetime value from acquisition to advocacy with tailored rewards, tiers, offers, and experiences designed for both B2C and B2B relationships.

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Referral Marketing

Grow your pipeline by turning satisfied customers into advocates who drive new revenue through automated B2C and B2B referral programmes.

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Loyalty, Offer, and Referral Management FAQ

What is Loyalty Management software?

Its a software application that manages the design, definition, configuration, execution, and analysis of omnichannel loyalty programmes. Loyalty Management software helps marketers and brands effectively manage their loyalty programmes, 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.

Is Loyalty Management software the same as CRM software?

No. Loyalty Management software is different than CRM software. However, Loyalty Management is built directly into the Salesforce Platform, so you can seamlessly tie your B2B and B2C loyalty programmes 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.

How will a Loyalty Management platform help my business?

Loyalty programmes 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 personalised programmes based on customer preferences at scale, and maximise programme effectiveness with predictive insights and analytics that improve performance to drive overall customer lifetime value.

How do I choose the right Loyalty Management software?

Choose the Loyalty Management solution that best meets your businesss needs, aligns with your goals, and empowers you to execute effective and successful loyalty programmes 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 programmes, native measurement 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.

What are the benefits of Loyalty Management software?

Businesses will be able to create dynamic, personalised loyalty experiences, rather than your run-of-the-mill Buy 10, Get 1 Coffee Free! types of programmes. Theyll 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.

What types of loyalty programmes and reward structures can I build with Salesforces loyalty solutions?

Salesforces loyalty solutions is built for flexibility. You can launch a traditional points-based programme, a tiered status programme (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 behaviours like referrals, reviews, social engagement, or app activity. Every accrual rule, redemption rule, and tier qualification threshold is configurable, so your programme reflects your brand strategy not just what a template allows.

How do Salesforce loyalty solutions integrate with Agentforce Marketing to send loyalty-triggered communications?

Loyalty events like a tier upgrade, a points milestone, an expiring reward, or a new enrolment 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 power personalised email and SMS at every stage of the loyalty lifecycle. For organisations using Data 360, loyalty data can be unified with behavioural and transactional signals to make communications even more contextual and timely. The result: your members feel recognised at exactly the right moment, through the right channel.

Can Salesforces loyalty solutions support a points-free or cash-back programme, or is it points only?

Its 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 programme can credit a dollar value back to a member wallet or apply it at checkout. A voucher-based programme can issue redeemable codes tied to specific products or experiences. You define the currency name, type, and redemption mechanics the platform doesnt constrain you to a single model.

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