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XSELL Rewards - Loyalty and Cross Sell Application
A Loyalty Application for the Financial Services Industry
- Industries
- Financial Services
- Business Need
- SalesMarketingSales Intelligence
- Requires
- Platform Cloud
- Compatible With
- Financial Services Cloud
XSELL Rewards Application is a Loyalty application with Cross Selling Support for the Financial Services Industry.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- XSELL_Rewards/ver 1.1 1.4.0
- Listed On
- 07/17/2023
- Latest Release
- 04/20/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 25Custom Tabs: 19Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Key XSELL Rewards features: 1. Monetises loyalty in the form of rewards calculated on a daily basis based on a customer's holdings at a given moment, similar to interest rate calculations in a bank. 2. Minimises integration efforts - utilises existing established data feeds from core systems to your Salesforce CRM Platform. 3. Decouples Core Product systems from Cross Selling logic. 4. Establishes a unique Rewards Id - providing a single view of a customer's rewards and redemptions. For a new client the Reward id can be provided to the client via digital channels, a Call Center, a Company Portal, CRM or Marketing Campaign. 5. Aggregates information about a customer's spending across different products and domains in the form of asset groups that your business can define. Asset groups provide a flexible way to create a set of rewards calculation rules. 6. Provides Rules for computing rewards based on a Customers asset profile. Rules can be based on multiple asset groups to support cross selling. 7. XSELL Rewards Rules can be applied to both individual and business entities.
Need help?
Oria Pty Ltd
Sydney, Australia
Support is available through emails to support team support@xsellreward.com