Customer loyalty tracking and point system automation

Purpose

1.1. Automate the monitoring, rewarding, and management of customer loyalty points for agricultural wholesale buyers, driving recurring sales and deepening relationships.
1.2. Integrate purchasing activity tracking, threshold-based point awards, and automated notifications to reduce manual CRM tasks.
1.3. Aggregate multiple data sources (ERP, invoicing, e-commerce) to synchronize customer activity, redemption, and reporting.

Trigger Conditions

2.1. A customer completes a purchase over a set value or quantity.
2.2. Invoice paid or order marked as fulfilled in ERP system.
2.3. Customer logs into the loyalty portal.
2.4. Scheduled monthly or weekly activity review.
2.5. Customer points cross a custom threshold (e.g., fit for reward upgrade).
2.6. Redemption request is initiated via SMS, email, or portal.
2.7. Customer’s birthday or anniversary is reached.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Loyalty Management API; set triggers for point issuance and redemption via Process Builder.
3.2. HubSpot
• Feature/Setting: Workflow Automation; use “deal closed” triggers and custom point properties, automated workflow for point assignment.
3.3. Zoho CRM
• Feature/Setting: Custom Functions with Zoho Deluge script to update custom fields and send notifications.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate; use trigger “When a record is updated” on sales orders, custom action to award points.
3.5. Pipedrive
• Feature/Setting: Workflow Automation & API; trigger on deal stage change, update a custom ’loyalty points’ field.
3.6. Freshsales
• Feature/Setting: Custom Automation; set on invoice paid trigger, “Add points” action via field update.
3.7. SugarCRM
• Feature/Setting: Logic Hooks with REST API calls; trigger automation by sales record changes.
3.8. Shopify
• Feature/Setting: Loyalty Lion App API; configure to auto-assign points after purchase completion webhook.
3.9. WooCommerce
• Feature/Setting: Points and Rewards plugin; set up webhook on “Order Completed,” map to point rewards.
3.10. Magento
• Feature/Setting: Use “Reward Points” extension API; trigger point issuance post-checkout.
3.11. SAP Business One
• Feature/Setting: B1if Integration Framework; automate point calculation from invoice data, update CRM.
3.12. QuickBooks Online
• Feature/Setting: Webhooks for “payment received”; connect to point management via custom API.
3.13. Netsuite
• Feature/Setting: SuiteScript for automating points assignment after transaction record saves.
3.14. Oracle CX
• Feature/Setting: Loyalty Cloud API; configure workflows for event-based point calculation.
3.15. Twilio
• Feature/Setting: Programmable SMS; trigger automated notifications on point updates or redemptions.
3.16. SendGrid
• Feature/Setting: Email API; set up templates triggered by loyalty events (threshold reached, redemption).
3.17. Intercom
• Feature/Setting: Custom Bots & Event tracking; automate in-app loyalty alerts.
3.18. Slack
• Feature/Setting: Incoming Webhooks; send loyalty updates to sales or customer support channels.
3.19. Google Sheets
• Feature/Setting: Google Apps Script; automate loyalty calculation based on new purchase rows.
3.20. Airtable
• Feature/Setting: Automations & Scripting block; auto-update points for each qualifying deal logged.
3.21. Mailchimp
• Feature/Setting: Email Automation triggered by loyalty milestones; custom API for adding/removing tags.
3.22. Stripe
• Feature/Setting: Webhook triggers on successful payments, pushing data to loyalty point engine.

Benefits

4.1. Reduces manual CRM and accounting effort in tracking and rewarding loyalty.
4.2. Increases customer retention by automating timely and relevant rewards.
4.3. Multichannel touchpoints bolster engagement with minimal human oversight.
4.4. Real-time reporting enables agile market response and personalized relationship management.
4.5. Centralized history for transparent auditing and customer trust.