360 View CRM Overview

360 View CRM is crafted specifically for banks and credit unions, providing a comprehensive understanding of customer interactions beyond basic transactions. Designed by bankers, it enables financial institutions to enhance customer experiences by tracking interactions across various business lines. This CRM helps you streamline sales processes, ensuring that your team can focus on building customer relationships rather than getting bogged down by data entry. One unique feature is its ability to integrate seamlessly with existing systems, offering a unified view of customer data. Financial institutions using 360 View CRM can expect to improve customer satisfaction by tailoring services to individual needs, ultimately driving growth and loyalty.

Use Cases

Customers recommend Campaign Management, Onboarding, Motivation Management, as the business use cases that they have been most satisfied with while using 360 View CRM.

Other use cases:

  • Cross Selling
  • Relationship Management
  • Segmentation And Targeting
  • Personalized Marketing
  • Lead Analytics
  • Engagement Management
  • Products & Pricelist Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using 360 View CRM.

Other priorities:

See all business priorities See less business priorities

360 View CRM Use-Cases and Business Priorities: Customer Satisfaction Data

360 View CRM works with different mediums / channels such as Promotions. and E-Mail.

360 View CRM's features include Personalization. and 360 View CRM support capabilities include 24/7 Support, AI Powered, Email Support, etc. also 360 View CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques...." Peer review from inBusiness Services

360 View CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

360-view-crm offers expert assistance for newcomers and advanced solutions for long-time customers. Options are available for every need and budget.

Comprehensive Insights on 360 View CRM Use Cases

What Are the key features of 360 View CRM for Motivation Management?

How efficiently Does 360 View CRM manage your Cross Selling?

Case Studies

Banking

CASE STUDY Providence Bank and Trust

360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed a better CRM system. They chose the 360 View growth platform. This led to increased profit an...d positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.

Read more →

360 View CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.20/5 ★

Read Reviews (14)
Analytics

3.95/5 ★

Read Reviews (12)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.20/5 ★

Read Reviews (14)
Analytics

3.95/5 ★

Read Reviews (12)

Software Failure Risk Guidance

?

for 360 View CRM

Top Failure Risks for 360 View CRM

360 View Profile

Company Name

360 View

Company Website

https://www.360view.com/

HQ Location

545 Mainstream Drive, Ste 250, Nashville, TN 37228, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE