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Personal Marketing Center by PFL

Engage Smarter. Close Faster. Drive Results.

Overview

See How Personal Marketing Center by PFL Works

  • For sellers: - Personalize marketing assets without going off-brand - Stop worrying about regulatory compliance in your marketing - Close more deals faster by sending the right message at the right time

  • For marketers: - Engage with prospects on more channels: print, email, and direct mail - End under-utilization of marketing resources with a native solution - Use Salesforce reporting engines to get real-time updates on local marketing efforts

  • PMC helps marketers in any industry with sales enablement, but is especially beneficial for: - Wealth Management - Lending - Mortgage - Insurance - Pharmaceutical - Medical Device - Franchises

Personal Marketing Center offers sales to service transparency by combining Sales and Marketing Cloud under one platform to empower field reps to personalize, manage and execute their own local marketing. The assets they use are locked by marketing, so the message is always on-brand and legally compliant. As a result, field reps will not only save time but will be able to provide a more high-touch service, improving client satisfaction. Key Features Brand Management- Give your field reps instant access to customizable marketing-approved templates for everything from email to social to print. Personalization - Enable field reps to add personal info, custom messaging, change nurture stream cadence and more. Visibility - Have full insight into field rep activity, content performance, and customer journeys. Single Resource - PMC sits natively within Sales Cloud and is fully integrated with Salesforce Marketing Cloud, Marketo, or Oracle Marketing Cloud. Tags: Sales Enablement, Distributed Marketing, Sales Asset Management, Content Management, Local Marketing, Marketing Asset Management

Categories

Business Needs
Sales
Industries
Financial Services
Healthcare & Life Sciences
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from

  • Trigger direct mail from journey builder as part of your buying journey. Modern direct mail is automated, personalized, and measurable when integrated with your Marketing Cloud. PFL delivers personalized direct mail to the right person at the right time.
  • Trigger personalized direct mail from Salesforce CRM using contact data, deal stage, or custom triggers to increase engagement and drive measurable revenue.