A partnership with PFL's PMC®
solution allows he
mortgage company to make it easy for their loan
officers to access all of their marketing materials –
from emails, nurture stream campaigns, and print
collateral – without ever leaving Salesforce. Some
aspects of their collaboration with Salesforce and PFL
With the Salesforce Marketing Cloud integration,
reps can send marketing emails and add contacts to
automated marketing campaigns. Email and direct
mail send data and attribution lives within Salesforce,
providing a 360º view into the customer and asset
Data integration and transparency
There is now clarity and understanding between
departments and marketing channels, which brings
in a focused sense of revenue contribution and helps
save time and resources.
Brand and regulatory compliance
Smart templates drive the assets, allowing extreme
personalization while maintaining brand compliance.
Improved sales efficiency
Point solutions were removed and now loan officers
don't have to leave Salesforce to access cross-channel
marketing materials. Loan officers spend less time
executing marketing and can even have support staff
send assets on their behalf.
LOAN OFFICERS CAN:
- Compliantly customize assets and add contacts to curated content streams
- Access all marketing collateral in one place.
- Leverage multiple channels for maximum results
- Do all of the above within Salesforce
“PMC makes Salesforce a place where loan officers can do their business - not just manage contacts.”