Sendoso "implementation" was incredibly easy – so easy I barely remember what was necessary, from a "system configuration" standpoint (though it probably helped that we had already used Salesforce Campaigns to track the manual direct mail sends we were doing).
As easy as implementation was, using it is even easier. Our reps can do so either through a Chrome plugin, or directly from the platform, and it only takes a few seconds per send.
Logistics wise, which I know is hard, the shipments are processed in a timely manner and we have great transparency into shipment status.
For context, we've been using Sendoso for about 6 months:
The UI needs a little bit of work, but I hear of such wide adoption that I'm betting on increased revenue translating to investment in the product. It's not pretty, but it gets the job done.
We've had a few minor hiccups (removing an admin user unexpectedly removed all the options they had set up for reps to choose from, but it was rectified in ≤30 mins), and there are certainly some quirks (sometimes their team needs to do something in their backend that I think could logically be done by the end-user, such as setting up new touches or new SKUs for packages) but their customer service is above-expectation and I have no doubt these minor things will be fixed in a reasonable amount of time.
Product wish list:
- Better billing management. A little complicated with a base annual agreement, additional incremental user license fees, and pile that on with on-demand sending prices for UPS and Fedex, etc - a little complicated to manage. Not overwhelming, just not ideal.
- Ability to print collateral in higher quality in-house in any fulfillment center (right now it is more efficient for us to order collateral and have it sent to each FC)
- Integration with outbound sales tools like Outreach.io - current integration just prompts SDRs to send it, I'd love a little more automation.
- Repeating this - ability to add new SKUs / edit their details on my own. I have to send emails to do things like change their names, etc - less than ideal but not too bad given their responsiveness.
Set up SFDC campaign types first, get buy in from your sales stakeholders, have an idea of what types of products you might want to send, and collateral to include!
As a B2B company, direct mail is a great channel for us to have our sales team leverage (and Marketing will soon leverage directly as well). We ran a manual POC for three months to get a directional sense of its efficacy, and after doing so decided to move forward with a vendor to manage this process for us.
Having ran it manually, Sendoso is a blessing for us to offer another channel for our reps to differentiate themselves among all the calls and emails. From a data standpoint, it's also very useful and convenient to have the activity measured in a Salesforce campaign to track its efficacy over time across the buyer journey.