Property Management Agency
Enables sales teams to send cards directly from Salesforce, reducing marketing team resources needed.
“The sales team can handle the campaigns themselves and send the exact mailers the contacts need.”
Business Overview
A property management agency managing second homes and short-term rentals for homeowners needed a more efficient and streamlined way to reach prospective clients. Founded in 2017, the agency supports property owners with rental operations, guest management, and ongoing home oversight. As their portfolio grew, so did the need for a faster, more flexible approach to direct mail that aligned with real-time sales activity.
Integration Goals
Before adopting PCM Integrations, every postcard campaign required going through the marketing department, coordinating designs, and waiting for approvals. This slowed the sales team and delayed outreach by as much as a week. The agency implemented PCM Integrations’ Salesforce integration to remove these bottlenecks and allow their sales team to send postcards themselves. As the client shared, “We wanted to give the sales team more latitude and the ability to send their own cards… Now with the Salesforce integration it is so much easier to just do it themselves. Time is more focused on more important things.” The goal was to speed up campaign execution, send more relevant mailers, and allow marketing to stay focused on higher-level initiatives.
Results
By integrating PCM Integrations with Salesforce, the agency eliminated the week-long delays that previously slowed every campaign and empowered the sales team to send timely, relevant postcards on their own. Outreach is now faster, more accurate, and aligned with what each contact needs, leading to smoother operations and better follow-up. The marketing team reclaimed significant time to focus on strategic work, while the flexibility of the integration—such as quick feature updates, easy design adjustments, and options like disabling return addresses—made the entire process more streamlined. The agency has already seen new business directly attributed to postcards sent through PCM Integrations and now runs nearly all of its campaigns through the integration because of the improved speed and control.
Call us today to get started! 1-800-690-0945
In the Press
