ERP integration and single sign-on linked program activity to the systems already used by the business and its customers.
The distributor moved from a basic rewards program and spreadsheet-heavy administration to an integrated B2B platform connected to its ERP and customer portal. The team gained configurable earning rules, real-time transaction data, targeted promotions, and automated rewards fulfillment.
The challenge
- The existing provider offered limited functionality, no analytics or automated reporting, and no configurable points rules.
- Staff manually reviewed data, distributed points, and fulfilled rewards, making it difficult to understand program impact in real time.
The approach
- Integrate the program securely with the ERP so member transactions could support real-time analysis.
- Use single sign-on with the customer portal so members could join, view balances and earning opportunities, and redeem rewards.
- Configure earning and bonus rules by customer group, hierarchy, product, brand, and category.
Program design
Points and bonus rules reflected customer segments, hierarchies, products, brands, and categories.
The team could build, test, and manage customer-growth and product promotions for defined member groups.
Redemption and fulfillment moved from manual administration to a curated catalogue with automated processing.
Results
Promotion days produced a 35–40% increase in the number of customers buying, units sold, and total revenue compared with the previous year's averages. The source also reported more than $90,000 in incremental sales for each $4,000 spent on a promotion.
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