Leadfwd vs. PFL Direct Mail Platform

It's a great choice for users of SugarCRM, which doesn't integrate particularly well with many other marketing automation platforms. It's less appropriate for users of other CRMs (particularly Salesforce) which has well-baked connectors for HubSpot, Pardot, et al.

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

• SugarCRM integration
• Ease of building workflows
• Responsive, helpful support team

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

• Inbox25 is in a growth phase and has transformed their product pretty fast. With that comes an increased need to continually learn how to leverage new features.
• Tutorials and product documentation exist but it is relatively minimal. They overcome this with personalized, one-on-one training that is recorded for future review using a project management platform.
• Inbox25 has expanded beyond Sugar CRM to include Salesforce.com integration. I'm not sure if they plan to add integrations to other applications but they are positioned well for growth.

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

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

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

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 found Inbox25 to be the most cost-effective marketing automation platform with the best possible integration to Sugar CRM. We evaluated three additional products. Only one was comparable in scope and integration but the cost was 30% more.

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 successfully moved cold suspects to leads and leads to opportunities, and opportunities to customers with Inbox25. We are just now starting to realize more value given that we've only recently started using the more advanced drip marketing and lead scoring features.
• When we used the pay-as-you-go version we were paying just pennies per email and remained CAN-Spam Act compliant. It was harder to quantify the ROI then but it was apparent that email marketing was working and moving prospects from one sales stage to another. It was also very useful for re-engaging prospects and promoting products and services to customers.
• Our total investment in the advanced edition is less $30,000 annually and we expect the ROI to be less than one year. It could have been sooner if we'd have been more thoughtful in our initial implementation.

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