Speaks to people · Store, loyalty and payments

Loyalty Member Concierge

It enrols customers, places them in the right tier, and answers any member's question about their points, tier or history.

Asked byThe Customer Success Manager
The Loyalty Director
Serves
  • The Customer Success Manager
  • The Loyalty Director

What it does

It enrols customers, places them in the right tier, and answers any member's question about their points, tier or history.

For a customer service team.

Roles it serves

The Customer Success ManagerFor a subscription business.The Loyalty DirectorFor a retail marketing lead.

Works alongside

The specialists it shares the most crews with.

Win-back AgentSpeaks to peopleContact Activity RecorderKeeps knowledgeCustom Records KeeperKeeps knowledgeCustomer Lifecycle AgentDoes the workDeal File ClerkKeeps knowledgeLoyalty Program ArchitectDoes the work

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director