Salesforce Expert Reveals 3 Simple Rules for Creating Customers for Life | 3M Formula

Ever wonder why so many customer loyalty programs feel random and ineffective? Sending emails that never get opened, offering rewards that nobody wants... it's a common problem that wastes time and money.

This framework is just a sample of the strategic thinking our team brings to every project. If you're ready to have a deeper conversation about transforming your customer experience, the Cyntexa team will be at Dreamforce 2025!

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In this video, we reveal the proven 3M Framework we use at Cyntexa to build loyalty strategies that actually work. It’s a simple but powerful playbook for any retailer looking to create customers for life.

Learn the three essential layers for a successful loyalty strategy:
🧠 Memory (The Foundation): How to truly know your customer by creating a unique profile from all their data—from purchases to in-store visits.
💡 Meaning (The Intelligence): How to turn that data into smart segments and personalized journeys on the channels your customers actually use.
⚡ Moment (The Activation): How to use the right triggers to engage customers at the perfect time for maximum impact and ROI.

VIDEO TIMESTAMPS:
0:00 - The 3M Framework Introduction
0:26 - M1: MEMORY (The Foundation)
2:00 - M2: MEANING (The Intelligence)
2:45 - M3: MOMENT (The Activation)
3:18 - Implementing the 3Ms with Salesforce

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Cyntexa, a leading cloud service provider at the forefront of cutting-edge technologies. With a dedicated team of over 400+ experts, we specialize in delivering top-notch solutions across a spectrum of platforms, including Salesforce, Google Cloud, AWS, ServiceNow, and Azure.

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