PFL Direct Mail Platform vs. Sugar Market

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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Salesfusion is a marketing automation platform more appropriate for small companies considering the limited functionalities are limited. The email builder tool is easy to use and ideal for someone with no coding knowledge

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• 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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• It was easy to navigate.
• I liked that I could click on a link to email a potential client and that it would track/link that email back to the Salesfusion profile.
• I liked the reporting features so that I could see exactly how many cold calls resulted in appointments, with whom I last left voicemail or need to follow up with.

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• 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 user interface is somewhat cumbersome and not intuitive at times.
• Additional user education available through downloads for existing customers rather than scheduled webinars would be helpful.
• Custom reporting is complicated to set up.

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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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We've been very happy with SalesFusion since day 1. We've also created a new website during the time period that we've had SF and everything carried over great to our new website!

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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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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The support team has always been helpful, friendly, prompt and knowledgeable. They follow-up on all my tickets promptly and when needed are available for screen sharing to illustrate solutions for more complex problems. The support department at Salesfusion is one of my favorite things about the platform.

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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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I was using Net-Results and it seemed more geared for an experienced marketer who was familiar with HTML and didn't need as much training. I found the system frustrating and didn't have much success when I called in for training. I was brand new to automation marketing and needed more hand-holding than Net-Results was able to provide

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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• 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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• Increased employee efficiency
• Better customer service
• The ability to send email campaigns from a specific user and not "from" the organization title. We use this funcationality a lot and it was not available with other software so this is huge.