CodeTwo Email Signatures 365 vs. PFL Direct Mail Platform

As an MSP, we can have our creative team create one signature (or many) to deploy to a client, which gives them a consistent message and helps them look more professional than a business of their size might otherwise be able to. The integration with Microsoft 365 is simple to set up.

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.

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• Uniform Signatures: CodeTwo Email Signatures 365 allows administrators to create and manage email signatures centrally, ensuring all employees have consistent and professional signatures across their entire organization.
• Automated Disclaimers: Automatically appends legal disclaimers and compliance-related information to all outgoing emails, which is crucial for industries with strict regulatory requirements.
• Promotional Banners: Allows the inclusion of promotional banners, links to recent blog posts, or company news in email signatures, turning every email into a marketing opportunity.

• 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.

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• I would absolutely love to see the introduction of being able to force a branding format (Font, size etc) across our email real estate, this was a feature moons ago but would love to see this come back especially when Microsoft can kill all this for you at the drop of a hat....erm Aptos makes me sad!
• Easier to navigate training and how to videos to allow you to work out how to make changes and be creative yourself more
• I genuinely cant think of another point here!

• 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.

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The solution is pretty much set-and-forget. It does what it needs to do, nothing more, nothing less, and it does it very well.

I will continue to use the platform as long as my employer provides access, but I do not have purchasing power myself.

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As already described, the set-up process is kept totally simple. This makes setup quick even for untrained administrators. If anything is unclear, you can find all the information you need on the manufacturer's website. As access and configuration are carried out via the web browser, adjustments can be made from any end device. Whether on the move, in the office or at home.

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.

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We have not witnessed any downtime so far ...

There are no performance issues related

No problems but we had a couple of questions about functionality or edge use cases and anytime I contacted CodeTwo Email Signatures 365 support I was absolutely happy with their responses. Very helpful, polite and smart people are working over at CodeTwo Email Signatures 365 support. I would suggest other companies to take note on CodeTwo Email Signatures 365's quality of support and service.

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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.

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It is important to make sure Active Directory is correctly populated and that content is standardized, eg telephone number formats.

The Office 365 integration and the email profile management was tighter looking in CodeTwo Email Signatures 365, which is why we selected them over the competitors. I also liked the ability to use logic and variables in the signatures to allow us to be a little more creative in the applications.

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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.

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The product is very reliable :-)

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.

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• End user spend less time to no time at all with setting up or editing their signatures
• Signatures are always conform to company standards
• It can take a few seconds for the signature to be inserted, this might bother some users

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• We've sometimes struggled to maintain a positive ROI due to some issues with packages not arriving, arriving broken, or including the wrong items.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info