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Marketing Automation

A true marketing automation engine that engages buyers on auto-pilot based on triggers from your MIS.

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A live e-mail marketing database.

With PlanProphet, your e-mail database is always fresh. From the most recent buyer added on your MIS to the latest prospect loaded into our CRM, it's all there. Your next marketing campaign is guaranteed to reach your entire audience, including that new client who just walked into your shop a few seconds ago!

Customer Welcome Journeys

With PlanProphet, educating new buyers about your shop's capabilities begins immediately after their first order, ensuring a premium customer experience and increasing cross-sell opportunities. A typical welcome journey starts with a welcome note, followed by a pre-determined schedule of product and service informational emails.

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Prospect Pipeline Automation

Automating touches with prospects increases your chances of turning them into customers, and saves significant time from your sales efforts. PlanProphet automatically sends introductory emails to prospects, and stays in touch with them from time to time based on their currently pipeline stage.

What's even better, as soon as a prospect becomes a client by placing their first order, we'll automatically stop sending them prospect-specific messages and will commence the Customer Welcome Journey instead.

 

Post-Sale Feedback Request

Exactly a week after an order is complete, PlanProphet will send a email to the buyer checking in to ensure that everything was awesome. This is also a great opportunity to ask them for google reviews, by the way! You can adjust how long to wait before inquiring with the same client again, ensuring frequent buyers don't get asked too often.

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One-On-One Drip Campaigns

Selling key products or services has never been easier! Heard a client mention that they are in need of direct mail? Great, simply tag them accordingly and let PlanProphet work its magic. You can have drip sequences prepared of each product or service you offer, ensuring your staff is quick to act next time they identify an opportunity.

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Sherman S. Waters

Heritage Printing, Signs & Displays, Columbia, DC / Administrator

"We have only been using them for a month and have already had two repeat orders because the customer was reminded of our relationship."

Custom Workflows

The sky is truly the limit with PlanProphet's customer experience automations. You can create unlimited behaviors to adjust to your specific organization's needs.

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Custom Workflows

The sky is truly the limit with PlanProphet's customer experience automations. You can create unlimited behaviors to adjust to your specific organization's needs.

Begin your PlanProphet experience today

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The company’s mission is to empower organizations to manage and grow their business with simplicity, autonomy, and efficiency, while providing a sense of community and purpose for employees and clients. CoreBridge Software’s commitment to cutting-edge technology and continuous improvement has positioned it as a global leader in its field. Discover more at Corebridge.net

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Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses streamline and automate various aspects of their sales, marketing, and customer service processes. It provides a unified platform for managing customer data, tracking leads, nurturing customer relationships, and facilitating collaboration among teams. With a focus on scalability and customization, Salesforce empowers organizations to enhance productivity, gain insights through analytics, and deliver exceptional customer experiences. Discover more at salesforce.com.

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Print Reach’s software suite of well-known products include Midnight MIS, Printer’s Plan MIS, MyOrderDesk, and most recently, Print Reach Pay. With powerful features and rich APIs, their print, mail and web-to-print software allows companies to easily control all facets of their business operations. The long-trusted and revolutionary technology allows companies to leverage their investments to gain a competitive edge and strengthen customer relationships with ease and efficiency. Discover more at printreach.com.

DirectMail2.0

DirectMail2.0, a marketing technology firm, revolutionizes direct mail campaigns with omnichannel marketing and digital platform integration. Partnering with printers, mail service providers, and agencies, DM20 offers 14 integrations that modernize direct mail. They are also launching DM20.ai, an industry-first predictive analytics platform for enhanced omnichannel marketing through machine learning. Founded in 2016, DM20 has processed 1B mail pieces and executed 40,000+ digitally integrated campaigns. Discover more at DM20.com.