Do It Smarter with Ambassador + Salesforce

 

Bring Ambassador’s engagement engine directly into your Salesforce environment—referrals, incentives, and feedback, all seamlessly embedded.

What Do You Want to Power Inside SalesForce?

Referral ✔
Loyalty ✔
AI-Power Feedback Bot ✔
Incentives ✔
Reviews ✔
Surveys ✔
GET STARTED
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GET STARTED

An award-winning platform. Loved by customers

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Join 1,000+ Brands Driving Growth through Referrals

Results that speak for themselves
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30
%
 
Lift in referral-driven pipeline
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62
x
 
Increase in campaign efficiency
 
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47
%
 
Faster time-to-value
 
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52
%
 
Reduction in manual campaign ops
 

Whatever Your Role—Salesforce + Ambassador Has You Covered

Our platform is designed to help every team in your organization drive results

Marketing Leaders: Own the customer journey without leaving SalesForce.

Launch personalized programs from within your CRM—referrals, emails, loyalty, and more, with real-time triggers and zero dev time.

  • CRM-Based Triggers
  • Drag-and-Drop Flow Builder
  • Personalization Engine
  • Cross-Channel Orchestration
  • Incentive Logic

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Product Teams: Build better products with real customer feedback.

Leverage Salesforce-native triggers, engagement signals, and reporting tools from Ambassador’s managed package to inform product decisions and optimize user experiences.

  • Embedded Feedback Collection via CRM Events
  • Trigger-Based Experience Tracking
  • Real-Time Product Engagement Signals
  • Pre-Built Reports Inside Salesforce
  • Integration with Product-Led Workflows

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Customer Experience Pros: Turn post-purchase into repeat purchase.

Automate feedback collection, sentiment tagging, and follow-up actions in one flow.

  • Post-Sale Feedback
  • Loyalty Engagement
  • Sentiment Insights
  • AI Follow-Up Triggers
  • CX Program Performance

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IT / Ops: Keep control while scaling impact.

Permission-based access, secure APIs, and no broken integrations. All built to Salesforce standards.

  • Enterprise Security
  • Salesforce Native Fields
  • No-Code Deployment
  • GDPR / CCPA Compliance
  • System Monitoring

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Finance and Procurement: Reduce vendor bloat. Boost ROI clarity.

One managed package. Multiple tools. Transparent results inside the dashboards you already use.

  • Multi-Team Utility
  • Budget Controls
  • Cost per Action Tracking
  • Consolidated Billing
  • Incentive ROI

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Sales Teams: Convert high-intent leads faster.

Use referral incentives, smart triggers, and real-time alerts to engage warmer leads directly from your Salesforce pipeline.

  • CRM-Integrated Referrals
  • Trigger-Based Nurturing
  • Real-Time Buyer Signals
  • Salesforce Notifications
  • Attribution Insights

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Power Engagement With Salesforce-Certified Intelligence
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Automate Actions Based on CRM Events

Turn Lifecycle Moments Into Actionable Triggers.

Power your engagement engine by tying Ambassador programs directly to Salesforce events—no manual lift required.

  • Trigger flows from opportunity stages, closed-won deals, or churn risks
  • Personalize actions by account type, product, or lead status
  • Launch referral or affiliate invites at the perfect time
  • Automate reward fulfillment when milestones are met
  • Reduce churn with proactive engagement flows

Drive Advocacy, Not Ad Spend

Turn Your Customers Into Your Strongest Channel.

Launch and scale referral, affiliate, or influencer programs without relying on paid media.

  • Run advocacy programs directly from Salesforce contact records
  • Enable reps to trigger invites with a single click
  • Track program performance natively in Salesforce
  • Reward customers, partners, or creators in real time
  • Use segmentation to launch targeted advocacy outreach
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Trigger Smart Incentives From Anywhere

Reward Smarter, Not Louder.

Replace generic discounts with meaningful, behavior-based incentives triggered by CRM data.

  • Set up conditional rewards for actions like sign-up, purchase, or upsell
  • Reward by persona, product, or deal stage
  • Automatically trigger email or SMS delivery with incentive links
  • Send digital gift cards or payout options without leaving Salesforce
  • Track redemption and performance per incentive

No Dev Required: Visual Builder Included

Empower Marketers and Ops to Build Without Code.

Design engagement journeys with our drag-and-drop builder embedded inside Salesforce.

  • Create and edit program logic visually—no dev time needed
  • Drag in actions like reward, notify, send, or segment
  • A/B test flows and optimize on the fly
  • Build once, deploy across channels
  • Collaborate across teams with shared templates
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Unify Engagement Across Teams

Connect Marketing, Sales, and CX With Shared Workflows.

Break down silos with a single platform for launching, tracking, and optimizing engagement across departments—all inside Salesforce.

  • Launch referral and incentive flows triggered by Sales, CX, or Marketing events
  • Give each team visibility into program performance and ROI
  • Align contact records with real-time engagement history
  • Route program participation and reward status to the right stakeholders
  • Scale coordination without extra tools or manual updates

Install in Minutes, Not Months

A Managed Package That Just Works.

Ambassador’s Salesforce integration installs cleanly with minimal IT support—ready to launch from day one.

  • One-click install from AppExchange
  • Guided setup with tooltips and videos
  • Pre-configured triggers and objects
  • Native field mapping and sync
  • Works across Sales, Service, and Marketing Cloud
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Measure What Matters—Inside Salesforce

Total Visibility Across Every Tactic.

Track performance by program, person, and channel—all without switching platforms.

  • Dashboard views for every engagement type
  • Attribution by contact, channel, or campaign
  • ROI metrics aligned with Salesforce opportunities
  • Exportable insights for ops, finance, or strategy
  • See what’s driving pipeline—down to the trigger

Enterprise-Grade Compliance Comes Standard

Security and Compliance Built-In.

Trust Center-grade security ensures every referral, reward, and message meets your company’s standards.

  • SOC 2 Type II certified
  • GDPR & CCPA compliant
  • Field-level data permissions
  • Full audit logs and activity history
  • IT-approved for enterprise scale
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Choose Your Plan
Referral
Referral + Advocacy
For Fast-Growing Brands

Growth

All the basics for your first custom-branded referral experience.

Starting at $300/month*

Growth

All the basics for your first custom-branded referral experience.

Starting at $300/month*

See it in Action
See it in Action
For Fast-Growing Brands

Pro

Custom features and integrations while your business grows.

Starting at $500/month*

Pro

More custom features and integrations while your business grows.

Starting at $600/month*

Talk to an Expert
Talk to an Expert

Established & Enterprise

Enterprise

Concierge success and support paired with enterprise-level security.​

Established & Enterprise

Enterprise

Concierge success and support paired with enterprise-level security.​

Get a Custom Quote
Get a Custom Quote

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