Summer ’22 Enhancement in Loyalty, Public Sector, Media, Energy & Utilities

@SalesforceCodex

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Set up either prepaid or postpaid partners while tracking transaction histories and calculating liability.  Create joint promotions to better engage members, and easily capture liability at the promotion level for each partner.

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Expanded Partner Management

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Easily detect potential program fraud and respond quickly. New dashboards track behaviors such as high redemption value activities and high accrual and redemption rates that exceed the fraud threshold

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CRM Analytics for Loyalty Management

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Track various member behaviors in a given time period, such as number of visits in a month, and add them to the Member Profile. Use those attributes to personalize promotions, reward members, or provide new benefits.

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Member Engagement Attributes

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Create reusable care templates for cases to establish goals, tasks, progress, monitoring activities, and other services. Deliver high-touch social and health programs with clear guidance and recommended steps.  Case workers can further tailor the plan based on the unique needs and development of the case.

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Care Plans

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Design dynamic flows to support complex screening, check-ins, visits, evaluations, and investigations without code. Users can build conditional next-step logic that helps quickly determine the recommended course of action.

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Dynamic Assessments

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Closely monitor the order fulfillment process with predictive analytics that provide a visual understanding of disruptions for orders. Track and improve KPIs such as fulfillment times, fallout rate, and canceled orders.

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CRM Analytics for Communications Enhancements

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Support tokens in Microsoft® Word and PowerPoint® templates for images, hyperlinks, and rich text that can be dynamically merged to generate DOCX and PDF outputs.

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Document Generation Enhancements

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Enable a guided, catalog-driven approach for the buying experience. Increase self-service adoption by including additional in-life journeys and a multi-play asset viewer in the Self Service Portal. And provide chat and voice interaction support with added controls and summary notes.

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Mobile Subscription Management Enhancements

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Enable publishers to grow advertising revenue by providing advertisers, brands, and agencies the ability and flexibility to create, execute, and access campaign analytics on a self-service platform.

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Advertising Sales Management

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Thank You

@SalesforceCodex

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