Likelihood to Recommend The reason it's not a seven or above is purely because of the timing of a solution we had requested originally back in August 2023. It's now February 2024, and we're waiting for a wow-factor pitch deck. Previously, we only received a demo recording and an order form quote. These truthfully aren't helpful enough to convince and sway our senior leaders into spending the $35k+ investment into the PMC.
Read full review I feel the RollWorks platform is a great way to dip your toes into an account-based marketing approach. The easy-to-use features and limited initial requirements as a great way to understand the pillars of a good B2B or account-based strategy. I also feel the support team is strong, especially during onboarding.
Read full review Pros Personalization: It allows us to create highly personalized direct mail pieces tailored to individual recipients. For instance, we can include the recipient's name, relevant product recommendations, or even custom images that resonate with their preferences. Multi-Channel Integration: The platform seamlessly integrates with our existing digital marketing tools and CRM systems. It enables us to orchestrate cohesive campaigns that combine email, social media, and direct mail to reach our target audience through multiple touchpoints. Automated Workflows: PFL offers robust automation capabilities, streamlining the entire direct mail process. We can set triggers, such as website visits or email engagement, to automatically trigger the sending of personalized direct mail pieces, ensuring timely and relevant outreach. Variable Data Printing: The platform simplifies variable data printing, enabling us to print custom content for each recipient efficiently. This is particularly useful for A/B testing different messaging or designs within a single campaign. Read full review It helps you intimately target users from your targeted accounts list on multiple advertising platforms in a highly effective way. Their customer success and support team are always willing to go the extra mile to ensure your success. The reporting capabilities of the platform. The ability to really dig deep into the micro-interactions from accounts and contacts across your targeted accounts list. Read full review Cons There is no built-in functionality to automate direct mail; this has to be created through triggers in Salesforce. The sales cloud integration didn't give us the syncing or reporting we thought would be available. We would like to see more support from team members in the post-onboarding process. Read full review The price is a little high for the product provided. Some features require a certain number of won opportunities or open opportunities to leverage, which could be difficult for a small/new business. This product has fewer features than some competitors like it does not include attribution modeling for other pieces of the funnel or predictive models I have seen in other products. Read full review Likelihood to Renew I will continue to use the platform as long as my employer provides access, but I do not have purchasing power myself.
Read full review Due to the fast impact of RollWorks in a short period of time across both marketing and sales. What is unusual about the RollWorks in our annual budgeting process is that there is no need to provide a business case for RollWorks' renewal. We see the value on a daily basis. RollWorks has provided clear insight up to the C level so there is no hard sell at the executive level. All stakeholders across the organization consider RollWorks to be a long-term, integral part of our marketing stack. We always are evaluating substitutes for current tech stack providers but feel that RollWorks is unmatched in its space
Read full review Usability The UI is friendly, clear, and accessible, and I access it directly through the interface (Salesforce) that I perform my function in every day. It is intuitive to navigate, and I am able to find most functionalities I need without the need to consult an admin and/or support teams.
Read full review RollWorks has the most intuitive interface of any tool in our multi-platform marketing stack. Any user who has worked with a CRM tool will find it much easier than say a HubSpot or Salesforce to set up and launch quickly. The adoption curve for maturing capabilities and usage is very short.
Read full review Reliability and Availability We have no issues with uptime or downtime with RollWorks. The application runs consistently. I don't recall a bug or outage issue in the year that we have been users of RollWorks. The true test is complaints from our user base - there have been none at all which is unusual for our marketing stack applications.
Read full review Performance The RollWorks interface performs well. The load time has no noticeable friction. Reports are delivered quickly and easily. We integrate RollWorks with our Hubspot and Google Analytics platforms. There were a few tweaks to get those integrations working in sync but the RollWorks account team was there to help with anything our internal technical team couldn't solve.
Read full review Support Rating Only thing holding me back from a perfect 10 would be the timelines for involving the technical team on occasion. There have been a few times where the PFL technical support team has been booked up for days or more than a week out which can delay our project timelines. This doesn't happen often, let me be clear. But when it does, it's usually at the worst time for our campaigns.
Read full review The RollWorks support team has been fantastic any time I've needed to contact them. About a year ago, I made a gross user error on my end and they were quick and kind, helping me rectify it. As far as implementation, the set-up of RollWorks is mostly self-guided, but it's incredibly intuitive.
Read full review Online Training We implemented RollWorks during the pandemic and across geographies. Therefore in-person training was not an option. We felt that we got the full impact of an in-person training experience from the RollWorks team, and that in-person training would actually have been less effective for us due to the expense and logistics. It is rare that we consider online training to be as effective as in-person so this is a credit to the RollWorks account team.
Read full review Implementation Rating RollWorks implementation couldn't have gone more smoothly. A key success factor is inclusion and early involvement of all those who will be working with RollWorks in any way to go through the set up and launch process. We thought through and brought the right players to the table to take full advantage of the RollWorks training direct from the team - rather than having to train others one off later
Read full review Alternatives Considered JourneyMail is one I have evaluated. It did not seem as full featured as PFL Direct Mail Platform, nor did it integrate with the rest of the Salesforce products like PFL Direct Mail Platform (journeymail ONLY integrates to marketing cloud). My customers tend to be cross-cloud and own multiple products and want solutions that can integrate across their stack easily.
Read full review The major difference I have seen between Rollworks and competitors is that Rollworks seems to be a much less complex platform. While other tools focus on things like personalization, sales activation, and automation, Rollworks focuses on target accounts and advertising which eliminates distractions and allows us to really focus on what the tool was made for rather than investing in a larger scale tool that we won't get our money worth from.
Read full review Contract Terms and Pricing Model No, everything was very flexible.
Read full review Scalability It does take a while to launch or re-launch a campaign, which can make it difficult to pivot quickly. However, if you're integrated with Marketo, then PFL is as scalable as your database and marketing strategy! The sky is the limit in terms of creativity. Post launch, the program is hands-off apart from report monitoring and potential optimization tweaks.
Read full review RollWorks had various options that allowed us to choose the right one for our current situation. We felt that RollWorks gave us the flexibility to start at a certain level within our core marketing and sales teams and then easily add users as our functions are expanding. RollWorks offers upgraded levels of plans and add on features that we can foresee using in the future.
Read full review Return on Investment We've sometimes struggled to maintain a positive ROI due to some issues with packages not arriving, arriving broken, or including the wrong items. Read full review Tough to say the exact impact, although RollWorks tries to help you show that. They include an ROI measure tied to your pipeline. But it's not really possible to say that because 1 person at an account MAY have seen our ad that it influenced a buy. It's a little hocus pocus here. Our target audience is not very active in LinkedIn so we need to find ways to get in front of them outside of this business channel. Our thought/hope is that RollWorks is helping us do that. Read full review ScreenShots PFL Direct Mail Platform Screenshots