Fielo Features
Control (3)
Role-Based Permissions
Assigns information access rights based on company, user role, group, or tier
Opportunity Management
Tracks partner leads, opportunities, and monitors deals through pipeline stages
Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Loyalty Experience (6)
Loyalty Engine
Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.
Rewards
Offers a flexible and customizable reward system.
Membership
Segments customers into tiers or membership groups.
Personalization
Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.
Gamification
Provides gamified features such as badges, achievements, and leaderboards.
Loyalty Cards
Includes tools for managing and designing branded physical or digital loyalty cards.
Loyalty Platform (5)
Communication Tools
Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.
Customer Relationship Management (CRM)
Allows users to view and manage customer profiles within the platform.
Loyalty Analytics
Offers comprehensive analytics to track ROI and engagement with the loyalty program.
Localization
Supports multiple languages and currencies.
Integrations
Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.
Incentives Management (4)
Analytics/Reporting
Provide analytics on incentive programs to better manage and track
Customization
Ability to customize incentive programs based on partner
Gamification
Provide gamification features to encourage channel partners
Design & Creation
Ability to create and design a channel incentive program
Incentive Types (6)
Rewards
Provide rewards, monetary or non-monetary, based on incentive programs
SPIFs
Manage sales performance incentive funds (SPIFs) for channel partners
Discounts
Manage partner discounts for large volume sales
MDF Management
Monitor and track MDFs across partner activities
Rebate Management
Provide automation of the rebate process
Other Incentive Programs
Manage and track the performance of other incentive programs
Agentic AI - Loyalty Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Platform - Partner Relationship Management (PRM) (13)
Individual Portals
Provides a private portal for each partner
Content Repository
Provides access to a repository that contains shared marketing or sales materials and tools
Revenue Tracking
Tracks revenue via links, leads, deals, and influenced revenue
Cross-System Integration
Operates across multiple systems, tools, and platforms.
Workflow Automation & Notifications
Automates critical processes and triggers alerts across the partner lifecycle
Onboarding, Training & Certifications
Offers structured onboarding with learning modules, trainings, and certifications
Payouts & Global Compliance
Offers multi-currency, automated partner payments with VAT/tax compliance
Partner Discovery & Recruitment
Streamlines the process of finding, qualifying, and recruiting new channel partners
Incentive Management
Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards
Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Dashboards & Reporting
Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization
Marketing Tools
Manages co-branding, MDFs, and campaigns through marketing automation
Deal Management
Handles deal registration and streamlines submissions, approvals, and tracking
Agentic AI - Partner Relationship Management (PRM) (4)
Adaptive Learning
Improves performance based on feedback and experience
Autonomous Task Execution
Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Provides an AI chat agent to engage and guide partners conversationally

