Salesforce

Bringing loyalty strategy to life inside Salesforce.

Our Approach to Salesforce

We transform Salesforce into a loyalty performance engine. 

Most system integrators configure Salesforce to meet technical requirements — but they lack the loyalty expertise needed to successfully launch programs that perform. Bond starts with a loyalty strategy, then configures, activates, and operates Salesforce to match it — ensuring programs launch on time, on budget, and are built for long-term performance. 

Our approach embeds real-time customer intelligence, segmentation logic, offer deployment, and performance tracking — transforming Salesforce into a loyalty performance engine. 

Ready to make loyalty that lasts?

What Bond Does Differently 

We don’t just plug in Salesforce.
We turn it into a loyalty engine that delivers ROI, changes behavior, and captures wallet share — end-to-end.

We embed behavioral science from the Bond Behavioral Institute, a unique advantage compared to other Salesforce Partners, to guide segmentation, offer design, and experience logic. Our proprietary tools, including Synapze XI and Wallet IQ, bring real-time customer intelligence into the ecosystem. And unlike typical system integrators, we don’t hand it off at launch — we can help operate the program (if needed), monitor performance, and make continuous adjustments to ensure it performs.  

  • Tiers, points, accrual rules, and campaign triggers are configured based on business objectives not just system constraints. We design agility and long-term scalability, making it easier to test, adjust, and expand the program without rework.

  • We incorporate behavioral, attitudinal, and emotional loyalty signals to inform decisioning. This enables higher-performing segmentation, reduces offer waste, and creates clearer insight into what drives value across lifecycle stages.

  • Our wallet-based intelligence connects Salesforce to real-world customer spend beyond your ecosystem. Brands can identify share-of-wallet gaps, track competitive leakage, and design acquisition or retention strategies based on actual spend behavior.

  • With Synapze XI, Salesforce becomes a closed-loop system for loyalty execution. Every campaign interaction feeds back into targeting logic, enabling smarter timing, more relevant content, and faster optimization, all within the CRM.

  • Bond doesn’t deliver and walk away. We manage audience setup, journey execution, performance tracking, and optimization inside Salesforce, giving teams continuous support and reducing cross-functional friction across marketing, analytics, and IT, especially within Salesforce Marketing Cloud environments where orchestration is key.

What’s Inside

Designed to perform inside Salesforce

Bond transforms Salesforce into a loyalty growth engine powered by the strategy, tools, and data muscle it takes to truly perform.

  • All functionality runs directly within the Salesforce ecosystem, including segmentation, offer logic, and performance models. Synapze XI and Wallet IQ are available on AppExchange and integrate natively with Snowflake and Databricks.

  • Campaigns and offers are triggered by live customer signals. Segmentation and journey logic update in real time, reducing system lag and improving responsiveness across channels. Our deep integration capabilities connect Salesforce to a broad ecosystem of third-party systems, POS devices, and data platforms, ensuring a seamless and unified experience.

  • Deployed inside your existing cloud environment with no custom pipelines, no external data duplication, and full control over governance, performance, and compliance.

  • Bond’s architecture eliminates unnecessary handoffs and minimizes the need for custom dev work. Loyalty teams can launch, test, and optimize without relying on additional tools or infrastructure, enabling faster activation across Salesforce Marketing Cloud campaigns and journey builders.

  • Offer targeting is driven by predictive models built around churn risk, emotional loyalty, and Customer Lifetime Value (CLV). These models are continuously updated using campaign and behavioral data — all surfaced within Salesforce.

  • Programs are held to the highest standard — benchmarked against 400+ real-world loyalty programs using Bond’s proprietary data. Campaign logic, offer cadence, and targeting strategies aren’t guessed — they’re engineered to maximize ROI, grounded in proven performance benchmarks.

What Bond Adds to Salesforce

Bond brings proprietary systems and data capabilities that elevate how Salesforce Loyalty Management performs, not just in setup but in how loyalty is executed, measured, and improved over time.

Synapze XI

Integrated directly into Salesforce, Synapze XI delivers predictive modeling, emotional loyalty signals, and real-time performance feedback, enabling continuous campaign optimization, smarter segmentation, and dynamic offer delivery from within your CRM.

Wallet IQ

Provides a full view of customer spend across your entire category — not just your brand. This enables precision targeting based on actual wallet behavior and helps brands shift share from competitors.

Data Architecture and Cloud-Native Compatibility

Bond’s loyalty stack is built to connect with native integrations to Snowflake, Databricks, and Salesforce AppExchange. We bring the tools, data structure, and governance models to support scalable, compliant, real-time loyalty.

Behavioral Frameworks From the Bond Behavioral Institute

Our applied behavioral science expertise brings structure to experience design, segmentation models, and customer journey architecture, ensuring every element of the program drives behavioral outcomes, not just clicks.

Proprietary Loyalty Benchmarks

We calibrate program design using the largest longitudinal customer loyalty dataset in the world, from 1,000+ loyalty programs across industries. These benchmarks guide strategy, offer structure, campaign cadence, and performance targets, helping brands outperform competitors with real-world intelligence.

Bond is positioned to enable agentic marketing through Agentforce, unlocking real-time personalization powered by our proprietary data. By leveraging native Salesforce capabilities, we’re ready to support real-time, behavior-based decisioning at scale.

These intelligent agents can tap into signals from Wallet IQ, The Bond Loyalty Report™, and behavioral data to deliver deeply personalized, relevant, and timely actions — without manual lift.

But the truth is simple: An AI agent is only as powerful as the data behind it.

Bond brings the richest, most loyalty-specific dataset in the Salesforce ecosystem — exclusive insights from 400+ programs across industries, emotional loyalty signals, behavioral triggers, and wallet share intelligence that no other partner provides.

This next-gen approach doesn’t just perform — it feels personal:

  • Offers and experiences tailored to individual preferences, not just segments

  • Loyalty programs that learn, adapt, and respond in real time

  • Members feel recognized, valued, and supported — not just rewarded

  • Agents proactively solve problems and anticipate needs, elevating service into a branded experience

  • Signals of community and emotion are harnessed to create belonging and engagement

With Agentic Marketing powered by Bond, loyalty becomes self-optimizing, emotionally intelligent, and built to outperform.

Agentic Marketing with Salesforce + Synapze XI


We’re ushering in a new era of loyalty execution with agentic marketing —where intelligent agents autonomously optimize timing, content, and experience across every customer journey.

Ready to Bond?