Postal's 10 Most Popular Marketing, Sales, and CX Use Cases

Erik Kostelnik

We love hearing all the different ways our customers are adding value to their sales and marketing outreach by leveraging our offline engagement platform and items in our Marketplace.

Here Are Postal's 10 Most Popular Marketing, Sales, and Customer Experience Use Cases

Marketing Use Cases

  1. 1. Corporate Events

Trades shows and conferences are a great opportunity to generate leads...yet many don't end up converting because they're thrown into traditional sales cycles that have a hard time attributing how the contact exchange was initiated.Between calling the list and setting up email sequences to reach them, there isn't a great way to express gratitude for meeting them at the event. We've seen marketing teams use Postal to send gift invite emails to this list of leads.Engaging in the offline to follow-up after a corporate event can create even more value than what you pay to attend.

  1. 2. Virtual Events / Mixers (Happy Hours)
virtual events

Looking for a way to incentivize sign-ups for a webinar? Or have you ever wanted to host a virtual Lunch & Learn or Happy Hour?Postal gives any virtual event an even more engaging feel, by enabling the host to bring attendees closer together. Imagine sharing the same cocktail or tasting some wine with your co-attendees.There are all sorts of facts on sensory marketing and how it generates neurological stimulus that can lead to better brand recall or association. Postal bridges the online to offline gap that can give your virtual events unparalleled sensory engagement.

  1. 3. Regular Client Engagement

Whether your blog newsletter isn't seeing the click-through rate you'd like, your product update emails aren't getting opens, or you'd just like a more effective way to reach customers, Postal can take your regular client engagement to the next level.Incorporate a gift acceptance email within the workflow that automates the sending of your subscription newsletters. Or you could even design a brochure to be sent for a product update. Adding an offline touchpoint within your digital workflows or sequences for client engagement has been a popular marketing use case.This is a great way to boost engagement with customers who have potential to make repeat purchases or renew their contract.

sales gifts

Sales Use Cases

  1. 4. Meeting Invitation Requests/Thank You's for Attending Meetings

Invitations to most sales meetings generally show appreciation but not so much reciprocation. Our customers have significantly reduced the number of times they get ghosted by prospects and some have doubled their number of meetings booked by offering up a small incentive.Similarly, sales teams have had great success using Postal to say Thank You after meeting with prospects. Engaging in the offline with gift cards and other keepsakes will position your brand top of mind and show much more appreciation than a follow-up Thank You email.Triggers are commonly used in this use case to save time and fully-automate Postals to be sent around meetings as well. To learn more about using them, check out our webinar, Leveraging Triggers to Optimize Offline Engagement.

  1. 5. Contract Negotiations

During the approval stage of the sales process, there can be a number of blockers that hinder a deal before officially closing. Legal, finance, security...but to speed things up, sending a Postal can be a great way to get the gears turning on the buying committee's end.For instance, sending a box of Noms Cookies with a message along the lines of "Ahhh the sweet taste of victory" would be a great way to incentivize the buyer(s) to act sooner than later.

  1. 6.  Contract Renewals
contract renewals

Inside sales teams love using Postal to keep the ball rolling with existing clientele. Once a contract nears it's renewal period, the standard thing most organizations do is send a reminder email that it's about to expire...BORING.Customers will be astonished when you engage with them in the offline, thanking them for their business. Even the smallest gift or swag pack will keep your brand top of mind with your clientele and drastically increase customer retention. To learn more about the benefits of direct mail and gifting, read our guide!

  1. A Harvard study found that customer retention rates by 5% leads to a 25-95% profit increase. There's a huge opportunity for revenue that many companies miss out on Why rely on email and phone calls when you have tools like Postal to create lasting, authentic connections?
  1. 7. Client Referrals

Did you know that 92% of consumers trust referrals from people they know? Organizations such as consultancies or agencies rely heavily on word-of-mouth referrals for a good portion of their business.We've seen a number of our agency customers use Postal to help boost referrals and incentivize their clients to tell others.

Customer Experience Use Cases

  1. 8. New Client Welcome Packages

A survey of B2B companies in Adobe's 2020 Digital Trends Report disclosed that customer experience was the most exciting business opportunity of 2020. One of the best ways to welcome a new client to your brand's family is by sending them a Postal.This has been a popular technique that our customers have used to create a meaningful first impression with every one of their new clients.

  1. 9. Client Retention

Customer success is always working with clientele to ensure they are getting the most value out of the product or service. But what do they ever provide as a "Thank You" for being patient with the learning curve? Usually not much.Postal for client retention is one of the most popular use cases we've seen. Our Playbooks even provide the option to schedule Postals to be sent over a series of days, similar to an online drip marketing campaign. This way, you can have offline touchpoint scheduled throughout the lifetime of a subscription or contract, making renewal a much easier conversation.Additionally, with teams like Customer Success, we understand how difficult it is to reconnect with your point of contact, or get past the "gatekeeper". With Postal, you can celebrate milestones, events, and the little things, like someone having a baby or getting a new puppy (ex. "Hey, I saw on Instagram you just got a new puppy. I'm sending you some dog toys to celebrate the occasion - congrats!). Celebrate your customers early and often to keep your and message at the forefront of their minds.

  1. 10. New Client Introductions

Similarly, once a deal is officially closed and account-managers step in, this hand-off isn't always the smoothest transition.To ensure this hand-off between sales and customer success is as streamlined as possible, sending a Postal during the first on-boarding meeting is a great way to start on a friendly note.You can leverage Postal's Triggers and Playbooks to automate the sending of Welcome Packages, Gifts, or Notes from your CEO or leadership. These pre-determined, timed sends, will keep new clients not only engaged, but also appreciative of your continued follow-up and engagement with them as a customer.

Account-Based Marketing
Erik Kostelnik

Erik Kostelnik is the co-founder and CEO of Postal, an Offline Marketing Automation platform that generates leads, increases sales, and improves customer retention. Prior to, Erik founded TextRecruit, one of the fastest-growing HR technology companies in the world, leading it to acquisition in 2018 by iCIMS, Inc. He also served as the Head of Sales at Wrike from 2014 to 2016 helping it reach #116 in 2015 Deloitte Fastest 500. Erik was named an Upstart 50 Top Inventor by the Silicon Valley Business Journal in 2017 and lives in San Luis Obispo, CA with his wife and three kids.