360 View vs. Total Expert

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)

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It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.

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

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• Database
• Customer Service is pretty good
• Mass emailing

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• User interface
• Speed
• Integrations

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• To create co-branded material without having to have realtor opt-in first
• Home flyers are difficult to use. List reports is much easier

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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

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Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss

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• 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.

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Independently Invited by TrustRadius

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• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info