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360 View

360 View

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…

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Recent Reviews

TrustRadius Insights

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 …
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Pricing

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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

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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.

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Product Details

What is 360 View?

360 View Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

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!

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.

Sorry, no reviews are available for this product yet

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