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Loyalty Management on Microsoft Dynamics CRM

The Loyalty Management Solution allows businesses to better understand their customers and strengthen the customer relationship. The solution is based on the Microsoft Dynamics CRM platform and is tailored for businesses in retail, sports, entertainment and banking the ability to make their programs part of their entire marketing strategy, focus and build relationships with their customer base and provide opportunities and outlets for brand advocacy. The Loyalty Program provides functionality that will help marketers manage data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected, and enthusiastic and dedicated to their products and services.

Customer Award Management

  • Setup of award rules
  • Set up points per dollar spent
  • Set up points per dollar per item
  • Manage Award Tiers
  • Manage points per dollar by Award Tier

City Constituent Information Management
Award Management Rules for Customer Rewards

  • Automatically award points with every sale/transaction from various channels including web, POS, In-store, Phone orders
  • Record redemptions and automatically update point balance

Ability to See Originating Order for an Award Transaction

Ability to See Originating Order for an Award Transaction
Ability to See Originating Order for an Award Transaction

Loyalty Profile for a Customer Including Point Count
Loyalty Profile for a Customer Including Point Count

Promotions Management

  • Define promotions for the loyalty program
  • Define ranges for dollar spending limits, quantities, start and end dates.
  • Define channels (Web, Store, Catalog etc.) that will participate in promotion
  • Define discount rules and how they will be applied
  • Apply discounts to orders

Multiple Types of Promotions with Rules and Eligible Channels
Multiple Types of Promotions with Rules and Eligible Channels

Customer Profile Analytics and Reports

  • Track average order size by award tier
  • Track average spend by award tier
  • Advanced customer profile – category/item preferences for tailored marketing activities

Sales by Customer Loyalty Tier to Measure Correlation between Loyalty and Sales
Sales by Customer Loyalty Tier to Measure Correlation between Loyalty and Sales

Revenue Impact by Promotion
Revenue Impact by Promotion

Customer Self-Service

Customer web-based self-service portal that allows customers to

  • Check award balances on the web
  • Claim reward points for missing transactions
  • Update Profile including address and other attributes
  • Redeem awards including check out and ecommerce functionality

Self-Service Portal for Customers to View Reward Information and Claim Awards
Self-Service Portal for Customers to View Reward Information and Claim Awards

Interfaces

Out of the box integrations available for

  • In-store Point-of-Sale (POS) systems
  • eCommerce website
  • Web Portals for self-service
  • Call Center

Contact Center Interface for Agents to View Customer Loyalty Information
Contact Center Interface for Agents to View Customer Loyalty Information

For more information please email us at loyalty@ignify.com or call us at (866) IGNIFY5.

July 24, 2014:
11 am Pacific / 2 pm Eastern: Web-based and Mobile device Order Entry for Sales reps and CSRs with integration to Microsoft Dynamics ERP and CRM. Click here to register
Microsoft Dynamics AX for Retail Webinar.
July 24, 1 pm Pacific
July 25, 9 am Singapore
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Warehouse Management with Microsoft Dynamics AX 2012 Webinar.
July 30, 11 am Pacific
July 31, 9 am Singapore
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CRM for Banking and Financial Institutions Webinar.
July 31: 1 pm Pacific
Aug 1: 9 am Singapore
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Aug 1, 2014:
11 am Pacific / 2 pm Eastern: Ignify eCommerce with Microsoft Dynamics ERP demonstration.
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Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
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