CallidusCloud LeadRocket (discontinued) vs. PFL Direct Mail Platform

Genius is well-suited for a smaller company looking to do one-off campaigns and not necessarily needing to track within a separate system. For example, the professional version of Salesforce is probably an ideal size for Genius. For a more enterprise/larger company I wouldn't suggest Genius be used.

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

• I like the simplicity of the program. Each step is laid out and self-explanatory for creating an email campaign which makes the process extremely easy.
• I like how LeadFormix provides you with different reports to look at. The information is helpful to see how well your campaign is doing with whatever the target audience it is.
• I also love that I can store a number of different email campaigns that I've done in the past to use as a template for additional projects I have.

• 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

• It just didn't work
• We would schedule email blasts and it says it sent but they never did
• Simple math on the metrics was wrong sometimes
• UI was buggy, WYSIWYG editor barely worked and was a pain to deal with
• Bugs all over

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

This is the program of choice for my company. There may be more effective email marketing services out there, but I also recognize that other teams in my company (who use the website lead tracking services) are most happy with LeadFormix. Furthermore, this program is more cost effective for us than others would be.

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

Incentivized

Very easy to use and designed well.

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

Very responsive. Some issues are on road map and can take time to resolve but not very often.

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

We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.

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

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

• We have had problems with our emails landing up in spam which was hampering out marketing efforts.
• Too many features that add very little value to business
• You spend too much of time on the tool because the UI is very confusing

Incentivized

• Increased live webinar attendees that lead to booked meetings
• Increased client satisfaction and rapport with sales teams and leadership
• Increased pipeline generation from events we are a sponsor of

Incentivized