Audience

Banks and credit unions seeking for a platform to provide them growing tools for maximize performance

About 360 View CRM

Demonstrating that you can understand — and meet — customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience. As the demand for personalized service continues to increase, banks must harness their customer data to meet that demand. One of the best ways to communicate to your customers that you know them and understand their needs is to recommend the right products at the right time. To grow, banks need a place where every customer touchpoint is logged in real-time. You need the ability to scale personalized outreach throughout the customer life cycle. Promote customer retention and grow relationships through targeted marketing communications. Tailoring interactions communications to each customer’s specific profile is vital to retaining and growing those relationships.

Integrations

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Company Information

inBusiness Services
Founded: 2001
United States
www.360view.com

Videos and Screen Captures

360 View CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

360 View CRM Frequently Asked Questions

Q: What kinds of users and organization types does 360 View CRM work with?
Q: What languages does 360 View CRM support in their product?
Q: What kind of support options does 360 View CRM offer?
Q: What other applications or services does 360 View CRM integrate with?
Q: What type of training does 360 View CRM provide?

360 View CRM Product Features

Financial CRM

Household Tracking Supported
Marketing Management Supported
Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Relationship Tracking Not Supported
Team Assignments Not Supported
Territory Management Not Supported

360 View CRM Additional Categories