About 360 View CRM
360 View CRM is a customer relationship management software from inBusiness Services that provides a comprehensive view of every interaction, service, and product for financial customers. It combines View Suite, Marketing Automation, and Analytics so users can effectively manage customer relationships and gain actionable insights. Additionally, it offers Profitability and Goals and Incentives features to support strategic decision-making and performance tracking. 360 View CRM is designed to help businesses understand their customers better and improve their services accordingly. With its scalable architecture, it can adapt to growing business needs. Key capabilities: View Suite Marketing Automation Analytics Profitability Goals and Incentives Best for: financial service providers that need to manage customer interactions and improve service delivery.
360 View CRM is a robust, cloud-based CRM and data analytics platform that offers a comprehensive solution for the financial services industry. Its strengths lie in its banking-specific functionality, seamless integration with core banking systems, and data-driven insights. While it is a niche solution not intended as a general ERP, 360 View CRM provides an effective and reliable tool for businesses in the financial sector seeking to enhance customer engagement and improve profitability.
Pros & Cons
- +Provides a comprehensive view of all customer interactions and relationships
- +Helps in streamlining processes and improving overall productivity
- +Enables better decision-making through detailed customer insights
- +Facilitates personalized communication and targeted marketing campaigns
- +Enhances customer satisfaction and loyalty through better service delivery
- +Improves sales forecasting and performance tracking through advanced analytics
- +Integrates seamlessly with other systems and applications for a holistic view of operations
- −Highly specialized for banking CRM, limiting its applicability for broader ERP functions.
- −Pricing information is not publicly available. and readily accessible
- −Connecting with some legacy or complex core banking systems may require a professional services engagement.
Features
Key features
- CRM and Data Analytics
- Provides a unified platform for managing customer relationships and tracking sales activities.
- Marketing Automation
- Automates marketing campaigns and lead generation processes.
- Integration with Core Banking Systems
- Seamlessly integrates with core banking systems for data consistency.
- Sales Process Management
- Manages and tracks the sales process within the banking sector.
Additional features
- CRM
- Customer relationship management functionality.
- Marketing Automation
- Automates marketing campaigns and lead generation.
- Data Analytics
- Provides data-driven insights and reporting.
- Integration
- Connects with core banking systems and other platforms via API.
- Sales Management
- Manages sales processes and activities.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About 360 View CRM
360 View CRM is a customer relationship management software from inBusiness Services that provides a comprehensive view of every interaction, service, and product for financial customers. It combines View Suite, Marketing Automation, and Analytics so users can effectively manage customer relationships and gain actionable insights. Additionally, it offers Profitability and Goals and Incentives features to support strategic decision-making and performance tracking. 360 View CRM is designed to help businesses understand their customers better and improve their services accordingly. With its scalable architecture, it can adapt to growing business needs. Key capabilities: View Suite Marketing Automation Analytics Profitability Goals and Incentives Best for: financial service providers that need to manage customer interactions and improve service delivery.
360 View CRM Details
360 View CRM's In-App Market Place
Does 360 View CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), KRW (₩), INR (₹), RUB (₽), HKD (HK$), SGD (S$), NOK (kr), MXN ($), ZAR (R)
Pros & Cons
- Provides a comprehensive view of all customer interactions and relationships
- Helps in streamlining processes and improving overall productivity
- Enables better decision-making through detailed customer insights
- Facilitates personalized communication and targeted marketing campaigns
- Enhances customer satisfaction and loyalty through better service delivery
- Improves sales forecasting and performance tracking through advanced analytics
- Integrates seamlessly with other systems and applications for a holistic view of operations
- Highly specialized for banking CRM, limiting its applicability for broader ERP functions.
- Pricing information is not publicly available. and readily accessible
- Connecting with some legacy or complex core banking systems may require a professional services engagement.
360 View CRM's Support Options
Contact
(615) 242-0007360 View CRM's Alternatives
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