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360 View vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
360 View
Score 9.0 out of 10
N/A
360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, while providing richer relational experiences that are personalized to every customer’s unique needs.N/A
Salesforce Financial Services Cloud
Score 7.5 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…
$300
per month billed annually per user
Pricing
360 ViewSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
Sales
$300
per month billed annually per user
Service
$300
per month billed annually per user
Sales and Service
$325
per month billed annually per user
Einstein 1 for Sales and Service
$700
per month billed annually per user
Offerings
Pricing Offerings
360 ViewSalesforce Financial Services Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
360 ViewSalesforce Financial Services Cloud
Best Alternatives
360 ViewSalesforce Financial Services Cloud
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
360 ViewSalesforce Financial Services Cloud
Likelihood to Recommend
9.0
(1 ratings)
5.0
(2 ratings)
Usability
-
(0 ratings)
5.0
(1 ratings)
User Testimonials
360 ViewSalesforce Financial Services Cloud
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)
Verified User
Anonymous
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Salesforce
- Gives me easy visibility to all the opps and contacts for a customer - The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming
Verified User
Anonymous
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Pros
360 View (inBusiness Services)
  • Advanced customer profile details
  • Effective campaign creation tools
  • Record and activity logging
  • Multi-location monitoring and management
Verified User
Anonymous
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
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Cons
360 View (inBusiness Services)
  • User interface
  • Speed
  • Integrations
Verified User
Anonymous
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Salesforce
  • UI
  • More intuitive click paths
Verified User
Anonymous
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Usability
360 View (inBusiness Services)
No answers on this topic
Salesforce
It does its job but could be better. I think it all comes down to each business configuration of the platform.
Verified User
Anonymous
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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
Verified User
Anonymous
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Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
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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.
Verified User
Anonymous
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Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
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ScreenShots