A loyalty application for Salesforce

Now available in the Salesforce AppExchange: VANEIGENS Engagement Hub

It’s tempting to concentrate your sales and marketing efforts on gaining new customers for your products or services. In the long run, however, you need loyal, longtime and returning customers to ensure stability and sustainability for your business. A loyalty program is one of the easiest ways to retain customers. A well-designed and perfectly executed loyalty program will not only help you attract new customers, but also make your existing customers feel valued and keep them engaged.

You won’t have to re-invent the wheel to add an intelligent loyalty program to your Salesforce architecture, because Cloud Partners (CloseContact +VANEIGENS) can help you with a data-driven loyalty solution to fit your specific business goals. This is truly next level loyalty: a data driven program, supported by machine learning technology, which includes the complete ecosystem of your business and customers. You will really get to know your customers and be able to achieve a high level of segmentation and personalization in your incentives and rewards.

Design, develop and monitor in Salesforce Core

It has never been easier to develop and design a multi-channel loyalty program than with VANEIGENS Engagement Hub. This ISV package is now available in the Salesforce AppExchange. It offers a complete package for designing, developing and monitoring your engagement programs, like B2C customer loyalty programs, B2B incentive programs or B2E engagement programs.

You install the package directly into your existing Salesforce org from the AppExchange. This creates a new App (An app is a collection of items that work together to serve a particular function) in your org. It comes with out-of-the box pre-set features, dashboards and reports, but can also easily be modified to your specific business goals and needs.

Profiles

Each member of your loyalty program will have their account information stored in the App, with the data they provided on registering. During their participation in the loyalty program, data is added to the profile. For instance: purchase behaviour; points generated and redeemed; vouchers received and redeemed; promotion participation, and any other information you need to collect. Watch the demo video below to see the standard setup and profiles in the VANEIGENS Engagement Hub in Salesforce:

Setup

Tiers, benefits and promotions

The App contains the following standard features:

  • Accounts
  • Orders
  • Loyalty profiles
  • Tiers
  • Benefits
  • Loyalty promotions
  • Badges
  • Vouchers
  • Dashboards
  • Reports
  • Products

Your loyalty program should reflect your specific products, services and business goals. That’s why we made it easy to modify the tiers, benefits and loyalty promotions. For example: when someone reaches a new tier level, the points accounted to that person could change.  This short video shows the options.

Flow builder

You don’t need to learn code to modify the VANEIGENS Engagement Hub to your specific requirements. The app is based on flows that you set up with flow builder (Flow Builder is the declarative interface that we use to build individual flows in Salesforce). You can easily adjust these flows and create additional triggers. In the video below, you can see how easy it is to add or adjust the flows.

Reports and dashboards

Measure loyalty ROI

Where most platforms struggle to exactly measure ROI of loyalty, VANEIGENS Engagement Hub makes it possible to integrate all data sources and allows you to run reports and develop dashboards that show the real business impact of your loyalty or engagement program. It makes it easy to compare loyal members and their purchase behavior to non-registered shoppers, to link cost of loyalty to results and to monitor development over time, for each location and for each defined audience. In the demo below, we give a short overview of the reporting and dashboard functionality. This can be expanded with more data and sources to give you a complete overview of your program.

API integrations

VANEIGENS Engagement Hub is really a ‘hub’ that integrates all required platforms, channels and systems. As we believe that a loyalty or engagement program should be developed across an organization, not just as a standalone marketing tool, many integrations are necessary. Here are some of the possible integrations that help you design a full ecosystem for loyalty and engagement:

Channel integrations

  • Community portals
  • E-commerce platforms
  • Stores (e.g. store-app)
  • Digital marketing channels
  • Mobile messaging

System integrations

  • CRM (Salesforce out-of-the-box)
  • CMS tools
  • E-commerce shop platforms
  • ERP
  • Power BI
  • POS systems
  • Service platforms
  • Sales platforms
  • Community platforms
  • Marketing automation
  • Data storage

And many more …

The power of Salesforce Marketing Cloud

Research from Harvard University shows that loyalty programs purely based on transactions are probably not very effective and profitable in the long term. To produce longtime loyalty, you need to really get to know your customers, so you can give them the customized experiences, perks, offers and superior customer service they value. This is where Marketing Cloud comes in: demographic data, behavioral data, interests, price sensitivity and brand loyalty gathered from your carefully built customer journeys and email campaigns in Salesforce Marketing Cloud can be used in VANEIGENS Engagement Hub to build a complete overview of individual customers.

A complete loyalty engine for the Salesforce ecosystem

With the VANEIGENS Engagement Hub, you get the most complete end-to-end solution for loyalty and engagement programs. In addition to the listed features and functionalities, it also contains features like gamification, member-get-member, card assignment and third-party rewards through the B2B Incentive Pack add-on. Don’t limit yourself in your vision and design the program that your organization dreams of. Easy to install, build, modify and monitor, across departments and with real impact.

 

Are you looking for a one-stop-shop to set up and implement a complete Salesforce cross-cloud architecture, including a loyalty program? As Cloud Partners, CloseContact and VANEIGENS provide simple solutions for complex Salesforce cross-cloud projects. Contact us for more information.