PFL Direct Mail Platform

The PFL platform's APIs feed campaign information back into our Salesforce CRM, making it easy to track who has redeemed our direct mail kits and tie marketing attribution back. The packaging of the direct mail kits is excellent, and the PFL team provides great support to ensure you're satisfied with the results. There can be some lead time when creating certain direct mail kits. It allows our reps to share branded swag with customers and prospects to build new relationships.

I've been with PFL for a short time, but I'm thoroughly impressed with their service and industry expertise. Caleb Upchurch, my account manager, has been extremely helpful, bringing new and innovative ideas and always seeking win-win scenarios. Their software integrates seamlessly with Salesforce Marketing Cloud, and they always provide resources when needed. There's nothing I dislike about PFL so far; they've been a top partner. We've been aiming to enter the direct mail space to complement our digital marketing efforts, and PFL's expertise in direct mail makes my job easier as their partner.

The platform integrates with our SFMC instance, letting us send large volumes of direct mail to customers and prospects seamlessly. It's user-friendly, and the team is very responsive and supportive. Early on, we encountered some pricing issues, and we had to advocate to ensure our programs were priced fairly and that we weren't overcharged. That has been resolved. We use the platform to send hundreds of direct mail pieces each month. It's wonderful to customize mail with variable data pulled from our SFMC platform and not have to hire someone to handle physical mail coordination. I also love the PFL insights platform for tracking what has been mailed.

Over the past two years of working with PFL, I can't recommend them enough. They not only provide high-quality printed materials, but also offer invaluable guidance and support throughout every project. Their team is highly knowledgeable in marketing strategy and project management, and they collaborate closely with us to ensure each initiative succeeds. Overall, I'm extremely happy with the quality and service from PFL, and I'm excited about our continued partnership. Having evolved our relationship so well over time, I can't think of anything I dislike about PFL Direct Mail Platform. PFL has introduced us to a new approach to direct mail. We don't just execute standard mailers with them; we also launch orchestrated, higher-value experiences to stand out from competitors and mass mailers.

Since launching with PFL a year ago, our direct mail channel has grown enormously, and PFL has been instrumental in supporting that expansion. Their tooling integrated seamlessly with Iterable, allowing our team to trigger high-volume campaigns with just a click. The PFL team is accessible, proactive, knowledgeable, and creative, and we see them as an extension of our own team. Thanks to their expertise and support in continuous optimization and innovation, our mailer performance has improved by over 100% year-over-year. There's very little to complain about. Whenever features didn't align with our unique channel strategy or tech stack, PFL brought in solution architects to adapt their offering. For example, they set up an integration with our project management system to automatically send mailer proofs to stakeholders for approval, and they've piped data into our data visualization dashboards for real-time visibility into mailer performance. This includes scaling automated direct mail across thousands of enterprise clients.

When we initially looked into PFL, we wanted to tap into a fresh, more impactful channel for marketing touchpoints throughout the lifecycle. PFL helped us build richer multi-channel campaigns and deliver unique experiences for both prospects and customers using eye-catching direct mail pieces. Even better, through our Salesforce integration, we can automate sending direct mail kits while monitoring recipient statuses and attributing direct mail efforts to pipeline. Our CSM, Andrew Ashley, has been amazing throughout our partnership, offering continuous hands-on help and always suggesting new ways to elevate our direct mail strategies. There's nothing I dislike about PFL itself; support has always been fast and helpful, the variety of direct mail ideas and items PFL can source is endless, and our team trusts that whenever a direct mail kit is triggered via a campaign, PFL ships it quickly and reliably. However, direct mail hasn't performed as well as we hoped as a channel, but we're still experimenting and optimizing. Otherwise, PFL provides everything needed to effectively enable direct mail sends through marketing campaigns and sales enablement. PFL allows us to add an extra channel to our marketing campaigns to grab attention from key prospects and accounts and drive more engagement.

The standout aspect of PFL is their personnel. They have an excellent team that was responsive and kept in touch when issues arose. They struggle with providing accurate cost estimates. Several times they had to come back with a higher price than initially quoted because they hadn't considered all expenses. We had hoped to use them for kitting materials and sending out impressive boxes to prospects, but their costs were five times what we would have spent doing it ourselves. We were quite let down by the kitting markup. It was convenient to plan all our direct mail and then let PFL handle the mailing process. We had a well-organized campaign where items needed to go out at different stages in Salesforce, and PFL managed all of that seamlessly for us.

I appreciate the product's integration with Salesforce, which lets us automate our direct mail strategy. What used to be a full-time job and a major headache last year became fully automated this year, saving us a lot of time. We use the TMA app for Salesforce CRM. For one-off sends, it's simple. However, automating sequential sends is a bit clunky; it felt like we had to jump through hoops to set it up. Our use case was likely more complex than typical. There are also limitations on which SF object types the app supports; for our situation, being able to send to Accounts as well as Contacts would simplify things. Despite that, our PFL team guided us through every step and solved every issue, helping us meet all critical deadlines for mailings. I wouldn't say it's easy to use, but I have complete confidence it will work, and PFL provides the support I need. This includes automating direct mail drip campaigns to cold prospects and sending personalized ABM content to current customers and warmer prospects.

For Salesforce users, PFL makes direct mail incredibly straightforward. The tool is user-friendly and simple, and the ability to grant multiple teams access with quarterly budgets for their own sends when they see fit has been a significant benefit. We also set up different storefronts with varied options for different teams, which helped us manage budget allocation more effectively. We were looking forward to the Address Verification feature, but unfortunately, since you can't modify address details once the request has been submitted, it wasn't practical for us. Cancelling an order is also more cumbersome than it should be. PFL eliminates the need for manual direct mail handling. Instead of sales or client success teams having to contact marketing or admin to prepare and send something to a prospect or new customer, they can locate them in Salesforce and initiate the send themselves. It also addresses...

It's convenient that PFL works with both Salesforce.com and Marketo. I was able to handle both one-to-one and one-to-many sends within integrated campaigns without much hassle. Our team would have liked more suggestions on innovative direct mail strategies, as we're not always sure how to get the most out of PFL. It would be beneficial to revive the Big Sky event so customers can exchange ideas. Also, PFL's marketing campaigns help us envision what's possible. We'd appreciate more campaigns that showcase the platform's capabilities. Most importantly, PFL allowed us to send three-dimensional mailers in bulk with trigger-based automation that synchronized with our broader marketing efforts.