Real-World Case Studies and Customer Success Stories with PFL Print Solutions

Total Expert used PFL’s EDDM integration to add direct mail to its customer engagement platform for financial institutions. The challenge was... to help mortgage professionals run compliant, co-branded outreach at scale. The solution let users design and launch local campaigns without leaving the platform. Over half of Total Expert’s customers now use the EDDM feature. The tool increased customer engagement and made neighborhood marketing easier and more reliable.
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PFL automated direct mail for Avidia Bank, saving nearly 40 hours per month. The bank used PFL’s integration with Salesforce... and Marketo to streamline campaigns like "Adventure Savings" and "New Mortgage Gift." Customer complaints about undelivered mailers dropped sharply. The solution improved tracking, delivery rates, and customer experience. Avidia Bank plans to expand direct mail automation for future banking products.
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PFL's Salesforce Marketing Cloud integration helped Elements Financial automate direct mail. The company saved 40 hours per month on manual... processes. Their Wealth Management Persona campaigns exceeded the goal of 200 additional leads. Compliance mailers became more timely and traceable. Elements Financial improved customer engagement and regulatory adherence with automated direct mail.
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Total Expert used PFL's Every Door Direct Mail (EDDM) integration to help mortgage professionals run compliant, co-branded direct mail campaigns. The EDDM feature... lets users design and launch local campaigns without leaving the Total Expert platform. Over half of Total Expert's customers now use this tool, boosting engagement and neighborhood visibility. The integration is stable, easy to use, and removes friction from direct mail marketing. This partnership helps Total Expert's clients grow their business even in changing markets.
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PFL's Salesforce Marketing Cloud integration helped Elements Financial automate direct mail. The company saved 40 hours each month by reducing... manual processes. They exceeded their annual goal with 200 additional leads per campaign. Compliance mailers became more timely and traceable. Elements Financial improved customer engagement and stayed compliant with regulations.
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PFL automated Paycor's customer advocacy program, removing manual gift card fulfillment. Before, Paycor staff spent hours each month sending about... fifty cards, causing delays and customer complaints. PFL built a custom integration to trigger instant gift card delivery when a customer becomes a reference. Now, advocates get immediate rewards and the process runs without issues. The new system improved customer experience and freed up the Paycor team's time.
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PFL automated Paycor's customer advocacy program, removing manual gift card fulfillment. Before, Paycor staff spent hours each month sending about... fifty cards, causing delays and customer frustration. PFL built custom triggers to connect Paycor's advocacy program with Salesforce, automating gift card delivery. Now, advocates get instant rewards and the process runs smoothly. The team reports a much better user experience and no issues since launch.
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PFL's direct mail automation platform helped Paycor boost marketing efficiency. Paycor automated direct mail campaigns, reducing manual work and errors.... The company saw a 15.6X return on investment and a 13.7% conversion rate for sales meetings. Integration with Marketo enabled personalized, data-driven outreach. Paycor now runs multiple campaigns with real-time tracking and reporting. This partnership improved engagement and strengthened Paycor's market position.
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Paycor wanted to lower the cost and time spent on direct mail marketing while growing their sales pipeline. They aimed to... send 15,000 prospects personalized messages, postcards, and gifts. Paycor used PFL’s platform for address verification and direct mail automation. This helped them update over 55,000 data points and deliver 95% of their packages, up from 75%. They saved $160,000 in print and fulfillment costs. Paycor also achieved 209% of their sales opportunity generation goal.
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PFL's direct mail automation helped Paycor cut costs and boost results. Paycor used PFL to send 15,000 personalized mailers in... a target account program. PFL's address validation updated over 55,000 data points, reducing undeliverable mail risk. Paycor saved $160,000 in print and fulfillment costs. They achieved 209% of their sales opportunity generation goal. Integration with Marketo and Salesforce improved campaign tracking and delivery alerts.
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PFL's automated print and mail solution helped Wider Circle send 18,000 personalized newsletters each month. The newsletters are tailored for... Medicare-eligible members, using Salesforce Marketing Cloud and AWS integration. This replaced a manual, time-consuming process. Event attendance increased after switching to printed newsletters. The process is now smooth and scalable, keeping members informed and engaged.
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Rx Savings Solutions used PFL's direct mail automation to boost customer engagement. They faced low engagement with digital channels and... needed a more personal way to reach members. By integrating direct mail with Salesforce Marketing Cloud, they sent personalized mailers at key moments. Engagement rates increased and clients appreciated the clear, proactive communication. The team gained insights to improve future campaigns and built stronger relationships with members.
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PFL automated direct mail helped Hinge Health lower costs and boost efficiency for enrollment campaigns. The team moved from manual... direct mail to an integrated, automated solution with Iterable. Hinge Health quickly gained control over costs and improved predictability. They increased mail volume and tested nine new mail formats. The process became faster, more scalable, and easier to manage.
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PFL’s automated print and mail solution, integrated with Salesforce Marketing Cloud, helped Wider Circle send 18,000 personalized newsletters each month. The challenge was... engaging older, Medicare-eligible members who rarely used digital channels. Automation replaced a manual, time-consuming process. Each newsletter is customized by member eligibility and location. Event attendance increased after switching to printed newsletters. The process is now smooth and scalable, keeping members informed and connected.
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PFL helped Hinge Health automate their direct mail campaigns. Before, the process was manual and slow. PFL integrated with Iterable... to make sending mail faster and easier. Hinge Health could try new mail formats and scale campaigns quickly. Costs became easier to control and predict. The team saw more efficiency and higher mail volume right away.
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PFL's integration with Salesforce Marketing Cloud helped Eleanor Health boost patient engagement. The team automated direct mail campaigns to reach... new patients across seven states. Personalized letters from nurses led to a 3x increase in leads. The solution reduced manual work and improved tracking of appointments and calls. Eleanor Health now spends more time on value-added strategies and shares results with insurance partners.
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PFL direct mail solution helped Attends launch an online sample store. Before, sales reps spent hours each week entering sample... requests in a CRM. The new self-serve storefront lets customers order samples directly, saving time for the sales team. PFL manages warehousing, kitting, and shipping. Customers now have a better experience and reps can focus on new business. The platform reduced administrative work and improved customer satisfaction.
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PFL helped Eleanor Health improve patient engagement using direct mail integrated with Salesforce Marketing Cloud. Eleanor Health faced low engagement... from cold calls and digital channels. PFL's automated direct mail solution allowed personalized, timely outreach to new patients. The team saw a 3x increase in leads after changing their mail sequence. The campaign made patients more comfortable and increased access to care.
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PFL helped Medtronic automate their product sampling program. Medtronic faced long turnaround times, high costs, and no tracking for sample... shipments. PFL integrated with Medtronic’s marketing automation platform, enabling automated, tracked, and scalable sample delivery. This cut turnaround time by 89% and reduced per-sample costs by 80%. Medtronic gained end-to-end reporting and improved customer experience.
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Medtronic had trouble sending product samples to prospects. The process was slow, costly, and hard to track. They used PFL... to automate and integrate sample delivery with their marketing system. This made it easy to track and control shipments. Medtronic cut turnaround time by 89% and reduced costs by 80%. Their team could focus more on marketing and sales instead of packing boxes.
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Vivint Smart Home wanted to lower the high cost and time spent on direct mail. They needed to make their... mail process smarter and more efficient. They used PFL, which works with Salesforce Marketing Cloud, to automate and personalize their direct mail. Now, they only send printed letters to customers without email addresses. This change led to a 98% savings in print costs. Vivint can now track all communications in one place and use the saved money for other marketing efforts.
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PFL helped Vivint Smart Home cut direct mail costs by 98%. Vivint used PFL's integration with Salesforce Marketing Cloud to... automate direct mail and personalize messages. The solution sent printed letters only to customers without email addresses. Vivint tracked all communications in one place. The savings let Vivint invest more in marketing and improve customer experience.
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PFL helped the University of Pittsburgh CTSI optimize direct mail for the "All of Us" research program. CTSI used A/B... testing and creative designs to boost engagement. With PFL, they hit their annual participant quota of over 6,000 and reached 40,000 lifetime participants. The team now spends less time on process details and can prove ROI better. Direct mail marketing became more effective and efficient for their research recruitment.
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PFL helped the University of Pittsburgh CTSI optimize direct mail for the "All of Us" research program. CTSI used A/B... testing and creative designs to boost engagement. With PFL, they hit their annual participant quota of over 6,000 and surpassed 40,000 lifetime participants. The team spent less time on process details and made better marketing decisions. Direct mail campaigns became more effective and efficient.
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PFL integrated direct mail with Salesforce Marketing Cloud for Blue Cross Blue Shield of Michigan. The health insurer needed to... automate member communications and meet strict compliance deadlines. PFL's solution enabled 1:1 personalized mailings, automated print fulfillment, and real-time tracking. BCBSM cut time spent on compliance mail by 70% and print spend by 56%. The insurer now delivers seamless, multi-channel member experiences and reduces errors to less than 1%.
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Blue Cross Blue Shield of Michigan needed to meet strict compliance timelines and reach members who prefer physical mail. Their direct mail... process was slow, error-prone, and siloed. They partnered with PFL to integrate direct mail into Salesforce Marketing Cloud. This allowed them to automate and personalize communications, send mail within 48 hours, and track delivery. As a result, they reduced time spent on compliance mail by 70%, cut print costs by 56%, and lowered error rates to below 1%.
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PFL uses its automated direct mail platform to boost sales engagement. The team faces digital overload, so they use personalized... direct mail to stand out. 49% of closed/won revenue comes from outbound BDR efforts. 70% of meetings booked are influenced by direct mail. Salesforce and Outreach.io help automate and personalize each campaign. Timely follow-up after delivery increases response rates by up to 20%.
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PFL uses its automated direct mail platform to boost sales engagement. The team faced digital fatigue among prospects and needed... to capture attention. By integrating Salesforce and Outreach.io, PFL personalized direct mail and streamlined follow-up. 49% of closed/won revenue came from outbound BDR efforts. 70% of meetings booked were influenced by direct mail. This approach helped PFL consistently hit sales quotas and amplify growth.
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PFL automated direct mail for Avidia Bank using Salesforce and Marketo integration. The bank replaced manual print and mail tasks... with automated processes. This saved nearly 40 hours each month. Customer complaints about undelivered mailers dropped. The customer experience improved with better tracking and delivery. Avidia Bank plans to expand direct mail automation in future projects.
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Convoy of Hope is a nonprofit that helps people in need around the world. They wanted to get more donors... and keep them engaged, but struggled with sending thank you gifts. They used PFL’s direct mail and gift fulfillment, integrated with Salesforce Marketing Cloud, to send t-shirts and notes to donors. This made the process easy and fast. The campaign led to a 10x return on investment and three times more donors.
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PFL's automated direct mail solutions helped Lindemann Chimney double their closed-won rates from 8–10% to 20%. The company integrated PFL... with NetSuite API to automate mailers and improve campaign targeting. One postcard campaign delivered a 172x ROI. QR codes on mailers increased website traffic. Lindemann Chimney now responds to inquiries faster and values the safety benefits of automated mail.
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PFL's direct mail automation platform helped Paycor fix major problems with manual direct mail campaigns. Paycor automated and streamlined direct... mail, improving efficiency and reducing returned mail. With PFL, Paycor achieved a 15.6X return on investment and a 13.7% conversion rate for sales meetings. The integration with Marketo enabled better targeting and personalized experiences. Paycor now uses data-driven insights to refine messaging and boost engagement.
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PFL direct mail platform helped Attends streamline their sample request process. The old system required sales reps to spend hours... entering sample requests in a CRM. With the new Attends Online Sample Store, customers can order samples directly. This reduced administrative work for the sales team and the FOCUS Center. Customers now get samples faster and can try products before ordering through insurance. The solution improved efficiency and customer satisfaction.
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PFL helped LTN Global Communications boost awareness with a direct mail campaign. LTN sent 86 personalized kits to clients, each... with a QR code linking to a landing page and video. The campaign aimed to cut through digital noise and drive engagement. Personalization and collaboration with PFL were key. LTN achieved a 1,300% return on investment and influenced two deals.
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Rx Savings Solutions used PFL's direct mail automation to improve member engagement. They wanted to reach customers in a more... personal way than digital channels alone. By sending personalized mailers at key moments, they made their messages stand out. Engagement rates increased and clients noticed better communication. Members felt valued and responded positively to the new approach.
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PFL's automated direct mail platform helped Lindemann Chimney improve their marketing. Lindemann integrated PFL with NetSuite to automate mailers and... target contacts better. They doubled their closed-won rates from 8-10% to 20%. One postcard campaign delivered a 172x ROI. QR codes on mailers increased website traffic. Lindemann values the safety and engagement benefits of automated direct mail.
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PFL helped LTN run a direct mail campaign using personalized kits and QR codes. LTN wanted to boost awareness for... a core technology solution and cut through digital noise. The campaign sent 86 custom kits to clients, each with a call to action and a landing page video. Sales team insights drove personalization. The campaign delivered a 1,300% ROI, showing direct mail can drive strong engagement and results.
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