360 View vs. Ebix SmartOffice

360 View is well-suited and even originally designed for financial institutions and banks. It does a great job at large and small scale monitoring of customers and their amount of involvement in your organization. I'd say that 360 View is not well-suited for most organizations that are not in the finance industry (although you could make it work if you need to)

Incentivized

It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.

Incentivized

• Advanced customer profile details
• Effective campaign creation tools
• Record and activity logging
• Multi-location monitoring and management

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• User interface
• Speed
• Integrations

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

Salesforce CMS is probably one of the most used CRMs out there and is great for a business that wants to create a completely custom solution for their CRM needs, but 360 View is a platform design specifically for bankers and therefore has pre-built functions that help us to quickly create the measurements, categories, and processes we need to

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

• 360 View has allowed us to place customers in marketing funnels and target specific campaigns to move them further down the funnel.
• We can easily group customers in profitability categories and determine what relationships we need to develop.
• We have been able to create custom NPS scorecards to find our promoters.

Incentivized

• organization
• productivity
• effeciency

Incentivized