Likelihood to Recommend 360 View (inBusiness Services)
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)
Read full review Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Read full review Pros 360 View (inBusiness Services)
Advanced customer profile details Effective campaign creation tools Record and activity logging Multi-location monitoring and management Read full review Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money. Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease. The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement! Read full review Cons 360 View (inBusiness Services)
User interface Speed Integrations Read full review Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times. Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year. I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market. Read full review Likelihood to Renew 360 View (inBusiness Services)
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
Read full review Alternatives Considered 360 View (inBusiness Services)
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
Read full review I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
Read full review Return on Investment 360 View (inBusiness Services)
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. Read full review It has saved time by automatically capturing emails. It has created efficiency from having to keep track of tasks manually or keeping power documents around. It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful! Read full review ScreenShots