PFL Direct Mail Platform

Yes! The webhooks between Iterable and PFL made it possible to do an automated process when triggering and enabling the end of the 500 welcome kits! Otherwise, it would've been extremely manual.

no

Yes! They have. However, it was difficult to get to that point of hands-off automation. While PFL provided valuable support in printing and managing the logistics of our direct mail strategy, the automation was largely something we could not replicate without the software.

Yes, it has. This was what we liked/needed the most. It was also the most complicated to navigate setup. But we got it to work, and PFL support was excellent.

Yes, very easy because the staff were so helpful.

This is beyond my scope as an individual user.

They have been super helpful and knowledgeable in this field, always willing to respond and meet if a technical issue arises, but overall integration is sinless.

We have had little implementation of integration but are leveraging internal crm tools to monitor impact and track ROI

Once the integrations are set up, it allows for a seamless send of direct mail to our contacts.

I'm not super familiar with the particular, but our very custom implementation of some of our systems do provide some challenges for full integration. We are able to see things like pipeline reporting very easily, and work closely with PFL around insights on inventory. From a seller's perspective, it's seamless.

YES, it was and is extremely easy. we REALLY love PFL Direct Mail Platform. They are the best at what they do. There is no comparable vendor.

Yes it has all been implemented seamlessly within Salesforce CRM

It was relatively easy to achieve hands-off automation and allowed electronic requests to come through at the busiest times of the year for us. Within Salesforce Service Cloud we built a flow that allows agents to select specific marketing materials to send to consumers. This feeds over to a Marketing Cloud journey where marketing materials are automatically chosen and fed to PFL Direct Mail Platform for mailing.

We integrated PFL w/Marketo, which then syncs to our Salesforce. It is simple to set up campaigns within Marketo that are "always on" and can trigger direct mail kits based on the criteria we set up, and also to pull in fields from Marketo (things like name, account name, etc.) to customize pieces within the mailer.

N/A

We have only integrated Salesforce, although if we had integrated Marketo that would have likely helped create more success. Additionally, an Outreach integration would have been beneficial!

Yes helped us scale internally by removing the "downstream" administrative tasks of sending documents to patients, which took clinician time away from patients once a week. Allowed internal staff to focus "upstream" on patients instead.

The PFL Hybrid Experience Platform allowed our team to take a hands-off approach to managing the shipping process, without sacrificing personalization. This process was very easy to set up, and ran very smoothly.

PFL has helped on-demand personalization for our holiday swag orders.

N/A, i am not sure

Yes to all the above! The only things that hasn't been as easy is the personalization since PFL does not work with Marketo's formula field type.

We are in the process of doing this.