Lead Liaison vs. PFL Direct Mail Platform

You get dedicated support from Lead Liaison when onboarding and they are extremely helpful and patient. I don't know of too many organizations that have this type of dedicated support at the ready. However, on the downside, they seem to be enamored with rolling out updates constantly, and on many occasions, it doesn't seem to have any tangible benefit.

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

• The form customization is perfect. Very easy to use.
• The insight we get from the form's (GPS) data is nice as we do not have to mandate fields anymore.
• The ability to pass thru a lot of data on the back end works for our process. The internal receiver (customer service or sales reps) of the form data knows exactly what campaign the lead came from, what clinical specialty is tied to the prospect and what product is of interest. All seamlessly.

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

• Sadly the data is bad. Real bad. We had 2600% ROI from a competitor product that only identified visitors by IP address. Where as LeadLiaison (offering this feature plus many others) did not fully give a return on investment in 12 months.
• The platform is confusing and not cohesive.
• The platform tries to do many things. They keep rolling out features but do not perfect them.
• The landing pages features is dreadful and needs to be much stronger for this type of product.
• The normally friendly face of the company turns against when you wish to cancel and stop using them.
• The platform is very closed off to integrations in comparisons with other solutions we've evaluated before and since.
• There is no community support, so all support has to come directly from Lead Liaison. This slows down solving problems even though their support is good. We suffered particularly due to being in a different time zone (we are in the UK).

• 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

Why move from a product that is help grown the speed on Marketing ROI? We see that the dashboards, flexibility and tracking are meeting and exceeding the business needs we had outlined. The support they provide is consistent, available and responsive. They will work with you until your issue is resolved.

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

Incentivized

One item you did not ask, but should be in around customer support. They do a great job of working with you, training and ongoing questions. Lead Liaison is always available and easy to get answers. The dashboards are great to gain business trends. The social media management is easy and a great way to ensure content is being tracked. The ability to gain tracking code for additional tactics. Our team enjoys the easy access and useability. We work with our clients to make sure they have a tool that we can use to scale for their needs. Lead Liaison makes it easy for us to help clients understand that Marketing ROI is closer to their finger tips than ever before.

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

Lead Liaison has tremendous support. I''ve never gone more than a hour or so without a response. They are quick to understand my request, review the options for solution and deliver the best option with the best outcome. Also, the good part is that I don't need support all the time because the product is so easy.

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

Any issue with the adoption of the product were on our end. I wish we had the band width to run faster so we can know more faster. Our team enjoys the dashboards and ease of using the product. I know our clients are appreciating the results of the information as well.

We were poached from a competitor where we were getting 2600% ROI. This was a bad business decision on our part. Lead Liaison promised the same level of visitor identification with many more extra features but it never stacked up. After 12 months we actually did not see a return on investment greater than the original investment. Conversely the competitor has seen a 1700% ROI just in month 1 upon returning to them. So having using Lead Forensics before and after using Lead Liaison it's clear what the variable is.

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

• Ability to attract more targeted prospects.
• Deepen the relationship with existing clients AND increase the amount of revenue from clients as this is an added service in addition to our online marketing services.
• One client paid for my costs!

• 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