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XSELL Rewards - Loyalty and Cross Sell Application

A Loyalty Application for the Financial Services Industry

No Ratings
$1   AUD/per XSELL Rewards account/year

Discounts available for nonprofits

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Industries
Financial Services
Business Need
Sales
Marketing
Sales Intelligence
Requires
Platform Cloud
Compatible With
Financial Services Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
XSELL_Rewards/ver 1.1 1.4.0
Listed On
07/17/2023
Latest Release
04/20/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If 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: 25
Custom Tabs: 19
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

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