Recent Articles

3 Ways to Win the Sales Game

Filed in Sales Enablement on August 8, 2017 by
3 Ways to Win the Sales Game

It is more difficult than ever for a sales professional to connect with decision makers. Business executives receive an average of 122 emails a day, causing them to ignore sales correspondence and messages. Picking up the phone is no exception and takes the average sales person eight phone calls to contact a prospect. You need a real […]

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The Patient Knows Best: How to Embrace the Future of Healthcare Marketing

Filed in Marketing Ideas on August 7, 2017 by
The Patient Knows Best: How to Embrace the Future of Healthcare Marketing

See how the world’s premier medical technology and services company blends online and offline channels to enhance the customer experience, slash marketing costs, and boost operational efficiency.

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Big Sky: Big Ideas 2017: What is the Next Frontier of Customer Engagement?

Filed in Big Sky: Big Ideas, Customer Experience on August 2, 2017 by
Big Sky: Big Ideas 2017: What is the Next Frontier of Customer Engagement?

We’re all about our customers here at PFL. So much so that we’re dedicating our second annual Big Sky: Big Ideas Summit to the future of customer engagement. It will be a day to get inspired, explore Montana, have a blast and be in dialogue with the most brilliant minds in sales and marketing. But […]

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PFL Joins Forces with Sojourn Solutions

Filed in Uncategorized on July 14, 2017 by
PFL Joins Forces with Sojourn Solutions

Bozeman, MT — PFL has joined with Sojourn Solutions to bring the power of automated tactile marketing to B2B marketing organizations. Sojourn Solutions helps marketing teams deliver customer experiences that land at the right time and in the correct context. PFL is a marketing technology company focused on bringing the power of automated tactile marketing […]

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This Changed Everything for Our SDR Team

Filed in Sales Enablement on July 11, 2017 by
This Changed Everything for Our SDR Team

“Assume they don’t want to talk to you.” This is the idea that changed everything for our SDR team. Before, we were on the wrong side of no. We thought we were better than no.  It’s a defense mechanism against rejection; hearing ‘no’ call after call, email after email is disheartening. If a customer can […]

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How to Keep Financial Advisors Compliant

Filed in Marketing Ideas on June 27, 2017 by
How to Keep Financial Advisors Compliant

A wealth management organization’s most valuable asset is their reputation. Brand and legal compliance are areas where advisors can cause havoc, and potentially cost your organization huge fines and penalties, with rogue behavior. Brand compliance is not top-of-mind for advisors. They are already spending too much of their time on administrative tasks, so making sure […]

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How to Mine Customer Data from Financial Advisors

Filed in Marketing Automation on June 27, 2017 by
How to Mine Customer Data from Financial Advisors

Delicious customer data is locked up in your advisor’s laptops. The valuable results of candid customer conversations are sequestered with advisors in the field, but that data could do wonders for your organization. The data helps create a holistic view of your customers, build more engaging campaigns and inform high-level strategy. A clearer view of […]

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Four Tips to Personalize Field Marketing

Filed in Sales Enablement on June 27, 2017 by
Four Tips to Personalize Field Marketing

Shatter Digital Barriers, Deliver World Class Experiences Wealth Managers, Financial Advisors and Brokers are being surrounded by challenges, from new regulations that hinder marketing to changing demographics (Millennials and aging Baby Boomers). The stakes rise higher with the looming threat of robo-advisors, the growing dependency on digital technology and lofty customer expectations. To stay competitive, […]

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How We Saw 258% Lift in Nurture Stream Engagement

Filed in Marketing Automation on May 11, 2017 by
How We Saw 258% Lift in Nurture Stream Engagement

Omni-channel. Multi-channel. Siloed. Un-siloed. These terms get thrown around on marketing blogs so much they lose their meaning. What we mean when we talk about omni-channel marketing isn’t blasting your audience on every channel until they go deaf. We mean smart, orchestrated channel marketing that uses audience behavior, customer data and analytics to respond with […]

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Stuck in a T-Shirt: Why Sales & Marketing Need to Get Along

Filed in Marketing Ideas on May 2, 2017 by
Stuck in a T-Shirt: Why Sales & Marketing Need to Get Along

  The smarketing struggle is indeed real. So is being stuck in a t-shirt with your mean older brother after you get in a fight. And would a breakdown in communication by another name smell as sweet? We’ve all heard it before. Marketing people think salespeople need to come down to earth and stick with […]

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