Using Salesforce for B2B loyalty programs: Overcoming legacy platforms and technical gaps

By Steve Farr, Chief Digital Officer & Managing Director at OneMagnify, and Adam MacDonald, Salesforce Center of Excellence at OneMagnify
About OneMagnify

OneMagnify helps the world’s leading brands create optimal customer experiences through digital transformation, driving personalization at scale through data-driven, AI-enhanced, and technology-enabled marketing solutions.

With more than 50 years of creative brand-building experience and deep industry vertical expertise, OneMagnify excels at magnifying brands across digital channels, offering measurable results, and setting our clients apart from competitors.

With more than 700 marketing, creative, technology, analytics, and AI experts, OneMagnify executes digital activation strategies with best-in-class technology platforms and co-innovation.

Founded in 1967, OneMagnify is headquartered in Detroit with offices in Ann Arbor, Mich.; Louisville, Ky.; Wilmington, Del.; Charlotte, N.C.; Cologne, Germany; and Chennai, India.

About Crestview Partners

Founded in 2004, Crestview is a value-oriented private equity firm focused on the middle market. The firm is based in New York and manages funds with approximately $10 billion of aggregate capital commitments.

The firm is led by a group of partners who have complementary experience and distinguished backgrounds in private equity, finance, operations, and management. Crestview has senior investment professionals focused on sourcing and managing investments in each of the specialty areas of the firm: industrials, media, and financial services.

For more information, please visit www.crestview.com.

OneMagnify contact

Simone Bailey

872.243.1421
sbailey@onemagnify.com

Crestview contact

Jeffrey Taufield or Daniel Yunger

Kekst CNC
jeffrey.taufield@kekstcnc.com / daniel.yunger@kekstcnc.com
212.521.4800

Authors
Adam MacDonald
Salesforce Solution Engineer
OneMagnify

As the Salesforce Center of Excellence Lead at OneMagnify, Adam is responsible for Salesforce practice growth and defining best practices for cross-cloud solution development.

With more than 20 years of marketing and campaign experience, Adam thrives on helping clients understand their customers and transform experiences leveraging Salesforce products, including Sales, Marketing, and Service Clouds.

He helps clients maximize their Salesforce investments through process optimization, innovative solutions, and resource development, including establishing and growing offshore teams. Adam holds a BA in Journalism and a MS in Business Administration from the University of Kansas. He is a Certified Marketing Cloud Email Specialist, Marketing Cloud Administrator, and Marketing Cloud Consultant.

Steve Farr
Chief Digital Officer
OneMagnify

Over his 25-year career, Steve has worked at start-ups, large Fortune 10 companies, and ad agencies.

The one constant? Transforming data into customer understanding, and then using that enhanced customer knowledge to drive change.

A leading analytics and digital marketing expert, Steve enjoys building high-performing teams that work at the leading edge of digital marketing and data science. He previously held roles as co-founder and CEO at Vertigee Corporation and SVP of data & analytics at Wunderman. Steve holds a BA in Economics from the University of Michigan and an MS in Economics, summa cum laude, from Oregon State University.