PFL | Automated Direct Mail for Sales Cloud, Health Cloud, and Financial Cloud
PFL brings direct mail into the Salesforce CRM ecosystem—seamlessly. Trigger and personalize 1:1 physical mailers directly from Sales, Health, and Financial Clouds using CRM data like lead stage, opportunity status, or account behavior. PFL helps sales and marketing teams deliver perfectly timed, high-impact direct mail that drives response and moves deals forward. 🔹 What You Can Do with PFL for Salesforce CRM: • Automate mail sends triggered by Salesforce objects, fields, or workflows • Deliver personalized mail pieces at scale, from postcards to dimensional kits • Track mail delivery status and recipient engagement in Salesforce • Align physical marketing touchpoints with digital journeys and outreach • Maintain compliance with HIPAA, SOC2, and industry standards 🎯 Ideal Use Cases: • Sales acceleration with timely direct mail follow-ups • Patient engagement campaigns from Health Cloud • ABM campaigns in Financial Services • Win-back and lifecycle marketing
Top keywords
- mail6×4.44%
- salesforce4×2.96%
- crm3×2.22%
- direct3×2.22%
- direct mail3×2.22%
- marketing3×2.22%
- pfl3×2.22%
- sales3×2.22%
- campaigns2×1.48%
- deliver2×1.48%
- engagement2×1.48%
- financial2×1.48%
Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, and buying authority at a glance. -ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts. -Account Planning Suite: Strategic Account Plans with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts
