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360 View Helps us Create Marketing Targets and Success Measures
March 29, 2024

360 View Helps us Create Marketing Targets and Success Measures

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with 360 View

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.

Do you think 360 View delivers good value for the price?

Yes

Are you happy with 360 View's feature set?

Yes

Did 360 View live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of 360 View go as expected?

No

Would you buy 360 View again?

Yes

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).