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Loyalty Marketing Software Designed for Different Roles

Chief Marketing Officer

Oversee customer segmentation and targeted campaigns

NextBee offers an advanced segmentation module with drag-and-drop UX to build targeted segments using any combination of criteria like purchase frequency, revenue tier, demographics, products purchased, engagement metrics, interests, and more. Dynamic dashboards provide real-time visibility into campaign performance by segment.
NextBee offers smart features for Chief Marketing Officers:
  • Advanced segmentation with custom criteria combinations
  • A/B testing for campaigns
  • Real-time dashboard tracking campaign metrics
  • Integration with marketing automation platforms
  • Automated triggered campaigns for segments

Email Marketing Manager

Personalize messaging using loyalty data insights

Email Marketing Managers can integrate NextBee with ESPs like MailChimp to unlock capabilities like triggered campaigns when members reach new tiers, personalized subject lines calling out loyalty status, dynamic content blocks based on interests, and personalized product recommendations based on purchase history.
NextBee offers these & more features for Email Marketing Managers:
  • Personalized subject lines with merge tags
  • Dynamic content blocks tailored to tiers
  • Integration with email service providers 
  • Recommendation engine based on purchase history
  • Automated lifecycle campaigns tied to engagement

Social Media Manager

Craft relevant social content for top customer tiers

NextBee’s social sharing tools allow Social Media Managers to tag high-value members in posts and tweets to boost visibility. Targeted social campaigns can be crafted for top-tier groups only. Social post insights help refine content strategies.
Social Media Managers can use the following features to boost social engagement:
  • Social post templates for top tiers
  • Targeted social campaigns and tags
  • Social post performance analytics
  • Social advocacy/sharing incentives
  • Social profile integrations

Customer Success Director

Focus retention efforts on VIP users

NextBee offers a prioritized customer list based on algorithmic churn risk scoring and manual VIP tagging. Customer analytics dashboards reveal engagement trends and satisfaction scores to proactively intervene with disgruntled high-value customers.
The Customer Success Director gets smart features to boost engagement:
  • Prioritized customer list with churn risk scoring
  • Per-user satisfaction ratings over time
  • Automated alerts for at-risk VIPs
  • Self-service user profile management
  • Segmented customer benchmarking

Sales Operations Director

Structure incentives around key behaviors

The Sales Ops Director gets flexible reward catalogs to tailor point accrual rates and redeemable rewards to behaviors like registrations, referrals, reviews, renewals, milestones, and more. Real-time progress bars encourage engagement.
  • Flexible reward catalogs and point systems
  • Progress trackers and milestones
  • Real-time leaderboards and gamification
  • Integration with sales enablement tools
  • Automated rewards for renewals

Head of Consumer Insights

Provide analysis on customer lifetime value

NextBee provides the Head of Consumer Insights multi-dimensional cohort analysis, retention reports, and predictive models for CLV and churn risk by segment. Custom analytics dashboards can be built.
  • Multi-dimensional cohort analysis
  • Churn and CLV predictive modeling
  • Custom reporting and analytics 
  • Data science integration and APIs
  • Executive dashboarding

VP of Customer Experience

Monitor program metrics and satisfaction

For the VP of CX, NextBee offers real-time visibility into support ticket trends, CSAT surveys, community forum health, and per-tier experience benchmarking to continuously refine and improve.
  • CSAT surveys and NPS scoring
  • Community/forum moderation tools
  • Support ticket management
  • Segmented customer experience benchmarking
  • Real-time satisfaction metric monitoring

Chief Technology Officer

Integrate loyalty data into core systems

NextBee’s open API hub and integrations with systems like Salesforce CRM, Snowflake, and Looker empower the CTO to unify data. SSO and encryption secure loyalty data.
  • Open APIs - Integrate loyalty data into other systems 
  • Pre-built connectors - Quickly connect to databases, CRM, ecommerce
  • Cloud architecture - Rapid deployment without on-prem infrastructure
  • Custom extensions - Build your own integrations and apps
  • Scalability - Handles increasing customers and transactions

Chief Financial Officer

Validate ROI and manage program liabilities

Automated taxation forms, liability calculators, cost analysis, and reports on revenue influence give the CFO unparalleled visibility into program ROI.
  • Liability forecasting - Predict and plan for future redemptions
  • ROI reporting - Measure revenue impact and customer value 
  • Cost tracking - Visibility into program costs and burn rate
  • Earn and redemption analytics - Optimize program balance 
  • Lifetime value modeling - Quantify multi-year customer value

Head of Business Intelligence

Centralize customer data across touchpoints

For the Head of Business Intelligence, NextBee offers a unified customer data platform that brings together transactional, behavioral, and descriptive data from all touchpoints into a single view. Advanced ETL workflows centralize data from siloed sources like POS systems, ecommerce, mobile apps, CRM, email, social, surveys, and more. Powerful segmentation and analytics empower comprehensive insights.
  • Unified customer profile - Consolidates data from all sources into one view
  • Flexible data integrations - Pre-built and custom connectors to systems
  • Advanced segmentation - Combine data dimensions to define audiences
  • Custom reporting - Ad hoc reports on any loyalty data
  • Executive dashboards - Real-time metrics and KPIs

Chief Information Officer

Oversee technical integration and data infrastructure

The Chief Information Officer can leverage NextBee’s open API architecture and pre-built connectors to core systems like CRM, ERP, and databases to create a seamless data infrastructure. NextBee’s cloud-based loyalty platform integrates seamlessly with existing martech and analytics stacks. Role-based access controls, SSO, and enterprise-grade security enable safe data governance.
  • Open APIs - Integrate with other systems and extend platform
  • Cloud-based architecture - Quick deployment, no on-prem infrastructure
  • Role-based access controls - Secure data access and governance
  • SSO and MFA - Robust user authentication
  • Compliance certifications - GDPR, PCI, CCPA, and more

Business Intelligence Analyst

Create dashboards and visualizations from loyalty data

NextBee empowers the Business Intelligence Analyst to create interactive dashboards and visualizations powered by the unified customer data platform. Point-and-click tools require no coding for rapid insights. Trend analysis, forecasts, metrics comparisons, and sharing capabilities deliver actionable loyalty intelligence.
  • Drag-and-drop report builder - No coding for custom reports
  • Interactive dashboards - Visualize loyalty data insights
  • Trend analysis - Track KPIs over time
  • Data exports - Export results to share across tools
  • Automated reporting - Schedule and distribute reports

IT Security Manager

Enforce access controls and compliance standards

For the IT Security Manager, NextBee provides comprehensive access controls, audit logs, and encryption protecting loyalty data integrity. Granular permissions, SSO, and MFA enable complete control. NextBee meets all compliance standards including PCI, GDPR, CCPA, and more. Data residency controls keep sensitive data within geographies.
  • Encryption - Protect sensitive customer data
  • Access audit logs - Monitor and track activity
  • Granular permissions - Control access to features and data
  • Data residency controls - Store data in preferred geographies
  • SOC 2 compliance - Audited security controls

Features Every Loyalty Marketer Wants

Specialized Solutions

Important Links

Address

NextBee Corporation 155 Bovet Rd Suite 700 San Mateo, CA 94402

Call us now

1-800-547-1618

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