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Real-Time Multichannel Activation
Persona-Driven Segmentation & Targeting
Supports Points, Tiers, Rewards, Gamification
Bring-Your-Own-Data-Schema Flexibility
No-Code/Low-Code Loyalty Rule Builder
Rapid Deployment In Weeks, Not Months
Unifying Loyalty Across B2B, B2C, and B2P Ecosystems
A modular accelerator to design, launch, and optimize high-impact digital experience-driven loyalty strategies with measurable outcomes.
B2C LIFECYLE
ENGAGEMENT
B2B2C HYBRID
STRUCTURES
B2B / PARTNER
LOYALTY
EMPLOYEE &
CHANNEL INCENTIVES
AUDIENCE FIT
Key
Differences
Build with flexibility
Admin UI
Tier & Rule Management
Persona Based Loyalty
Campaign Orchestration
Headless Platform Integration
Use Case Highlights
B2B
B2C
Reward digital adoption, training completion, certifications
Incentivize high-margin behaviors & digital engagement
Onboard reps & dealers with value based incentives
Deliver dynamic perks and access based rewards
Incentivize account-based buying group engagement
Triggered journeys and progress indicators
Replace discounts with reward credits to protect margin
Launch campaigns powered by digital identity & interaction data
Capability
Snapshot
At the core of ELP’s philosophy is our commitment to Bring Your Own Data (BYOD) — a fundamental shift from how legacy systems force organizations to conform to rigid, one-size-fits-all schemas.
Points & Tiers Engine
Admin Portal (No-code UI)
Event-Based Campaign Triggers
Multichannel Rewards Delivery
Sandbox-Ready MVP Launch
Elevate Loyalty Program
Accelerator for Microsoft
Dynamics 365
Purpose-Built For B2B Growth
The Elevate Loyalty Program Accelerator is a modular, data connected loyalty framework engineered to integrate
seamlessly with Microsoft Dynamics 365 — empowering B2B
organizations to deliver real-time, role-based loyalty
experiences across CRM, Commerce, and Customer Insights.
With native integration across Dynamics 365 Sales, Marketing,
and Commerce modules, the accelerator enables scalable
loyalty strategies that drive engagement, onboarding, and
long-term value — without complex custom development.
POINT BALANCE
8,000
Silver
Gold
Bronze
CURRENT TIER
SALES
$65,000
CUSTOMERS
561
DEALERS
12
Key Capabilities for B2B Loyalty Transformation
Bring-Your-Own-Schema Support via Dataverse
Multi-Persona Loyalty Logic For Sales Teams, Dealers & Accounts
Event-Based Reward & Tiering Triggers
Commerce-Connected Redemption Workflows
Real-Time CRM Embedded Experiences
Use Cases Supported
B2B
B2C
Reward sales teams for training, tool usage, and
CRM updates
Dataverse: Native data schema compatibility
and enrichment
Recognize account-level milestones like product
onboarding and renewal
Power Platform: Low-code extensibility and
workflow automation
Trigger lifecycle journeys in Dynamics Marketing
based on tier progression
Dynamics 365 Sales, Marketing, Commerce:
Embedded UI and logic extensions
Replace blanket discounts with loyalty credits
Azure Functions & Logic Apps: API-driven trigger
and integration management
Align loyalty programs for multiple B2B divisions
Why
Elevate?
As a Microsoft Gold Partner, Elevate brings deep Dynamics 365 expertise with a proven track record delivering complex, data-driven loyalty strategies. We bring:
Fit-for-purpose logic that flexes with business objectives
Strategic loyalty design & embedded CRM optimization
Modular accelerator to reduce delivery timelines by 60%
Full-stack Dynamics 365 implementation expertise
How It Integrates: Composable + Contextual
The accelerator integrates via Power Platform connectors, Dataverse tables, Azure Functions, and event-driven APIs — with support for both real-time and scheduled syncs.
Dynamic 365 Sales & CRM
Capture and trigger loyalty based on CRM events like closed deals, onboarding steps, or rep activities
Dynamic 365 Sales & CRM
Real-time segmentation, profile enrichment, and personalized loyalty journeys
Dynamic 365 Sales & CRM
Embedded tiering, rewards, and redemption experiences across web and portal commerce flows
From Concept to Scalable Loyalty in Weeks
Strategy-First Services
Person & Journey Mapping
Loyalty Economics Modeling
Program Design Architecture
Lifecycle Campaign Planning
Success Metrics Planning
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