SALESFORCE LOYALTY MANAGEMENT CONSULTING & IMPLEMENTATION
Build a loyalty operation that connects members, rewards, partners, and experiences
We design and implement Salesforce Loyalty Management for B2B and B2C programs, connecting member activity, tiers, currencies, rewards, promotions, and operational systems in one Salesforce environment.
Teams we have delivered for
Loyalty ManagementA connected loyalty operation takes more than points and rewards.
Salesforce Loyalty Management provides the core structures for running B2B and B2C loyalty programs. We design the program model, rules, and integrations around how members participate, earn, progress, and redeem.
Program and member model
Define programs, memberships, tiers, currencies, benefits, partners, and eligibility structures.
Earning, redemption, and tier logic
Configure eligible activities, accrual and redemption rules, balances, and tier assessment.
Connected loyalty operations
Connect member activity, promotions, rewards, service processes, and external transactions across channels and systems.
LOYALTY MANAGEMENT USE CASES
Where Salesforce Loyalty Management supports day-to-day loyalty operations.
Support the core workflows required to operate connected B2B and B2C loyalty programs.
Member & Program Management
Create programs, enroll individual or business members, and manage the structures that govern participation.
- Members
- Programs
- Enrollment
Points, Currencies & Tier Progression
Record eligible activity, manage qualifying and redeemable currencies and balances, and assess tier progression.
- Activity
- Currencies
- Tiers
Rewards, Benefits & Promotions
Manage benefits, vouchers, rewards, and promotions based on program rules and member eligibility.
- Rewards
- Vouchers
- Promotions
Partner & Connected Loyalty Programs
Manage program partners and connect loyalty activity across commerce, point-of-sale, service, marketing, member experiences, and operational systems.
- Partners
- Integrations
- Channels
WHITE-LABEL LOYALTY, BUILT ON SALESFORCE
BORN FROM VERI CLOUDLoyalty, shaped around your business.
Apex Loyalty turns Veri Cloud's Salesforce expertise into a configurable, white-label platform for branded loyalty experiences across web, mobile, commerce, and CRM. The case studies below show it in action.
CASE STUDY
Multi-Market Retailer Loyalty with PepsiConnect
PepsiCo needed a scalable way to engage and incentivize a large network of traditional retailers across multiple European markets, while connecting digital ordering, promotions, and channel activation in one environment.
Using Apex Loyalty's B2B commerce infrastructure* on Salesforce, Veri Cloud built PepsiConnect for PepsiCo, combining digital ordering with targeted incentives, personalized targets, dynamic discounts, and campaign-based engagement.
The platform enables retailers and distributors to access relevant promotions, place orders, track performance, and participate in loyalty and activation programs through one connected digital experience.
*Apex Loyalty is a configurable white-label loyalty product built on Salesforce. It is developed by a company born from Veri Cloud.
- 500K+
- Retailer reach
- 6
- Multi market delivery
- +57%
- Customer loyalty
- +72%
- Digital adoption
traditional retailers
European markets
reported uplift
e-commerce penetration
Incremental sales reported at +13% in beverages and +19% in snacks.
01 / 03
How we take loyalty programs from design to live operations.
Whether the right foundation is Salesforce Loyalty Management or Apex Loyalty, we structure delivery around the program model, member experience, operational rules, integrations, and governance required to run the program in production.
01
Define the loyalty model and outcomes
Clarify the audiences, behaviors, commercial objectives, program economics, and member outcomes the loyalty operation needs to support.
02
Design the program architecture
Define programs, memberships, tiers, currencies, benefits, partners, eligibility structures, and the relationships between members and accounts.
03
Configure earning, redemption, and rewards
Set up eligible activities, accrual and redemption rules, tier assessment, benefits, vouchers, promotions, and other program logic.
04
Connect channels and operational systems
Integrate loyalty with commerce, point-of-sale, marketing, service, member experiences, ERP, payment, and other systems involved in activity and fulfillment.
05
Test rules and member journeys
Validate enrollment, balances, tier progression, eligibility, rewards, reversals, integrations, permissions, and end-to-end member experiences before launch.
06
Launch, govern, and optimize
Move the program into production, monitor operations and integrations, support users, refine program rules, and introduce new campaigns, partners, and experiences over time.
Build a loyalty environment around your program, members, and operating model.
Tell us what you want to launch, improve, or expand. We'll define the right solution foundation, architecture, integrations, and delivery plan, whether the requirements point to Salesforce Loyalty Management or Apex Loyalty.
You will be talking to
Ilkay Tuna
Business Requirement Manager, Veri Cloud
We build on Salesforce, not just around it
Enterprise loyalty delivery backed by Salesforce-native engineering.
Builders, not just consultants
We configure, extend, and develop on Salesforce, from program structures and loyalty processes to custom applications, automation, and member-facing experiences.
Connected to the systems loyalty relies on
We connect loyalty operations to commerce, point-of-sale, marketing, service, ERP, payment, fulfillment, and other systems involved in member activity and rewards.
Designed for live loyalty operations
We build for reliability, maintainability, governance, and scale, then support the environment as programs, partners, rules, campaigns, and member expectations evolve.
CONNECTED CAPABILITIES
Connect loyalty to the experiences and systems around it.
Connect loyalty to marketing, commerce, member experiences, and operational systems across the program lifecycle.
- 01
Agentforce Marketing
Activate member segments, lifecycle journeys, and promotion communications using loyalty data such as tiers, balances, and eligible activity.
- 02
Agentforce Commerce
Connect earning and redemption to online ordering so points, rewards, and vouchers apply in the buying journey and at checkout.
- 03
Experience Cloud
Give members and partners a branded experience where they can view balances, tiers, benefits, rewards, and eligible program actions.
- 04
Salesforce Integration Services
Connect loyalty to POS, ERP, fulfillment, identity, and partner systems through APIs, middleware, and custom development.
STARTING WITH LOYALTY
Start with what your loyalty program needs next.
We define the starting point around what needs to be launched, improved, or expanded, the existing operating model, and the loyalty foundation required to support it.
Launch a new loyalty program on Salesforce
Define the program model, member tiers, currencies, benefits, partners, and integrations needed to take a new B2B or B2C loyalty program into production.
COMMON SIGNALS
- New program concept or business case
- Member model and tier structure to define
- Need to select the right Salesforce foundation
- Integration requirements still to be mapped
Improve an existing loyalty environment
Assess the current program structure, earning and redemption logic, integrations, and member experience, then resolve the issues affecting reliability, adoption, and operational performance.
COMMON SIGNALS
- Manual processes or workarounds in daily operations
- Member data or balance inconsistencies
- Limited integration with commerce, POS, or service
- Need to strengthen governance and testing
Expand members, markets, partners, or experiences
Extend an established loyalty program to new audiences, geographies, or partner ecosystems while introducing reusable rules, stronger governance, and connected member experiences.
COMMON SIGNALS
- New markets, partners, or member segments
- Growing integration and reward complexity
- Need for reusable campaign and promotion capabilities
- Multiple touchpoints requiring consistent member data
FREQUENTLY ASKED QUESTIONS