Lob vs. PFL Direct Mail Platform vs. RevSend

Lob has always been able to show us our mailing and projected volume very timely and accurately, and has consistently delivered solutions in the majority of cases. However, due to the complexity and variability of the insurance industry, unique situations occasionally arise that may fall outside their current capacity or operational model.

Incentivized

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.

Incentivized

In my case, RevSend is great for investing in your employees and being able to track what you’ve spent and how it has helped your business. I would also recommend this to anyone that has to make a sale, no matter how big or how small. Being a recipient of one of these gifts guarantees a shift in behavior towards the right direction.

• Address Verification and NCOA Cleaning
• Autocomplete for our forms that allow a user to SKIP typing
• Printing and mailing documents automatically over API

Incentivized

• 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.

Incentivized

• HubSpot integration
• Quality mailout
• Local store mailout

• I'm not sure why it defaults to the test environment once we're logged in.
• Make it easier to navigate back to the search results without starting a new search.

Incentivized

• 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.

Incentivized

• Id like to see how much more can be done and the amazon browser extension especially

will continue to use for specific mailing requirements

Incentivized

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

Incentivized

In my opinion, the admin usability is horrendous. Specifically when looking for specific mailers, the search and pagination UI requires back end loading, it doesn't allow opening in new browser windows, it doesn't remember state when clicking into mailer requiring you to search again. I've started using Claude Code integrated with the API instead of clicking through the Admin UI because, in my experience, it is so hard to use.

Incentivized

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.

Incentivized

It’s a simple interface

i never witnessed a problem with lob

Incentivized

perfect except from a minor tracking options missed

Incentivized

good support, not many examples I can think of

Incentivized

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.

Incentivized

didn't participate but as for my information it was smooth

Incentivized

Root keeps Lob because it is already deeply integrated into our systems, and replacing it would require significant engineering effort with limited expected cost savings. As well as the unknowns that come with other options, switching vendors would likely require a significant multi-quarter effort without clear cost savings or efficiency gains.

Incentivized

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.

Incentivized

RevSend is priced far better and has more catalogue options.

it can be better because the volume pricing method doesn't benefit the clients much but lob itself

Incentivized

it will scale very well if its for saas companies

Incentivized

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.

Incentivized

decent overall

Incentivized

• Extremely positive reducing cost of managing the mail production process and spending on paper, printers, and printer supplies.
• More secure than sending spreadsheet to a mailing house.

Incentivized

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

Incentivized

• Best option in the whole market
• Lowest cost in the market