360 View Helps us Create Marketing Targets and Success Measures
All 900+ employees in our financial organization use 360 View as our CRM to manage, categorize, and structure all of our 140k customers. …
Overview
What is 360 View?
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…
Recent Reviews
Reviewer Pros & Cons
Pricing
N/A
Unavailable
What is 360 View?
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
Alternatives Pricing
What is Creatio?
Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…
What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Product Details
- About
- Tech Details
What is 360 View?
360 View Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(3)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of 360 View CRM have found a variety of use cases and business problems that the software effectively solves. One key use case is customer engagement, where users have been able to market to their members in a targeted and automated cadence. This has led to improved customer retention, as the CRM provides 360-degree visibility of each member's complete relationship and communications. With this comprehensive view, staff can stay informed and make better decisions to enhance customer engagement.
Another important use case for the CRM is pipeline management. Users have praised the software for its ability to customize according to business requirements. This customization empowers users in filtering leads and prospects and keeping track of their progress in the sales cycle. Real-time updates and insights provided by the CRM shorten the sales cycle and provide valuable information on customer changes.
Additionally, the CRM has proven instrumental in lead generation. Users have found that they are able to reach out to the right people and improve communication with customers utilizing the software's features. The clear vision of showcased products has facilitated improved interaction with both customers and clients.
Moreover, the expertise and knowledge provided by the CRM have simplified tasks and increased productivity for sales teams and associates. This has allowed them to focus on their core functions while benefiting from the support and data management solutions provided by the CRM. As a result, overall company support and data management challenges have been resolved, benefiting not only the sales team but the entire organization.
Efficient Member Relationship Management: Many users have found that the software helps them effectively manage member relationships, providing a comprehensive view of the entire relationship. This feature has been praised by multiple reviewers for its ability to streamline processes and improve efficiency.
Total Visibility for Staff: The software's ability to provide total visibility for staff regarding member communication has been highly valued by users. Multiple reviewers have highlighted how this feature allows them to stay informed and make more informed decisions, ultimately contributing to better customer service.
Scalability for Outreach and Customer Retention: Users appreciate the scalability of the software, particularly in terms of outreach and customer retention through cross-selling techniques. Several reviewers have commended this aspect as it enables them to expand their reach and maximize customer profitability.
Customization and Integration: Some users have mentioned that the software requires a significant amount of customization and integration with core processors and third-party relationships.
Lack of Free Version: The absence of a free version of 360 View CRM has been seen as a drawback by reviewers.
Support Quality: Reviewers have stated that the quality of support provided by the software is in need of improvement.
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
All 900+ employees in our financial organization use 360 View as our CRM to manage, categorize, and structure all of our 140k customers. Front-line users, like our relationship bankers and tellers, record customer activities within the platform, and administrative users, like our marketing team and executives, use the platforms to target customers for communication and determine success measures.
- Advanced customer profile details
- Effective campaign creation tools
- Record and activity logging
- Multi-location monitoring and management
- User interface
- Speed
- Integrations
- 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.
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.