Name: 360 View
Rating: 9 (3 reviews)
Author: 360 View (inBusiness Services)

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Interactive Application Security Testing (IAST)

Service Mesh

Software Repositories

WebOps

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Email Spam Filter

Supply Chain Management

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Privacy Management

Database Load Balancing

Desktop Outsourcing

Enterprise Architecture Management

Ethernet Switches

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Managed IT Service

Network Performance Monitoring

Network Simulation

NoSQL Databases

Packet Analyzer

Single Sign-On

Software Defined Storage (SDS)

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Marketing Analytics

Marketing Automation

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Customer Service

Social Media Management

Social Media Monitoring

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales

Video Surveillance

Security

Construction Management

Equipment Rental

HIPAA Compliance

InsurTech

Investment Portfolio Management

Vertical-Specific

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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.

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.

Growth

Unlimited

Creatio

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.

Starter

Basic

360 View

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Marketing & Advertising

Likelihood to Recommend

360 View (inBusiness Services)

Salesforce Sales Cloud

Hootsuite

Adobe Workfront

Salesforce CMS

360 View 2024-03-22 13:21:22

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

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

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.

360 View

Overview

What is 360 View?