Direct Mail Drives Better
Client Engagement

Connect with PFL + Salesforce Marketing & Sales Clouds

Educate, Engage, Retain

Tech Line

With the automation, predictability, and measurability of Salesforce, PFL's direct mail platform allows you to connect with even your most hard-to-reach audiences. Trigger personalized direct mail to engage customers and prospects with personalized, secure, and timely messaging.

PFL Direct Mail Services:

  • Critical Mail—Monthly statements, SEC filings, changes
    of services, etc.
  • Deal acceleration to sign new clients
  • Adoption and retention of high-net-worth clients
Deal Acceleration
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Salesforce Marketing Cloud Demo

“PFL’s deep Salesforce Marketing Cloud and Sales Cloud integrations help marketers and sales professionals create ultra-personalized, tangible experiences for customers and prospects with automated direct mail—for the highest return on investment.”
– Salesforce, Senior Solution Engineer

SECURITY & COMPLIANCE

Keep Your Data Safe

Tech Line

Only PFL can provide the level of security you need to keep your data safe. We are HIPAA, SOC 1, SOC 2, GDPR, ISO 27001, and CCPA compliant, as well as PCI certified for your peace of mind.

HIPAA
AICPA
ISO
GDPR
CCPA
PCI-DSS
Learn More

What’s more, PFL is the only solution that brings together technology, printing, storage, and fulfillment in-house to maintain the highest quality standards, capabilities, and visibility for our customers.

Check out these success stories: