360 View vs Maximizer CRM
Last Updated:Our analysts compared 360 View vs Maximizer CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Assistance
Product Insights
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Enhanced Customer Relationships: Maximizer CRM enables businesses to track customer interactions and preferences, fostering stronger, more personalized relationships.
- Improved Sales Efficiency: By automating routine tasks and providing sales teams with detailed customer insights, Maximizer CRM helps close deals faster and more effectively.
- Centralized Data Management: All customer information is stored in a single, easily accessible location, reducing data silos and improving data accuracy.
- Better Decision Making: With robust analytics and reporting tools, Maximizer CRM provides actionable insights that help businesses make informed decisions.
- Increased Productivity: Task automation and streamlined workflows free up time for employees to focus on high-value activities, boosting overall productivity.
- Enhanced Collaboration: Team members can easily share information and collaborate on projects, leading to more cohesive and efficient teamwork.
- Scalability: Maximizer CRM grows with your business, offering flexible solutions that can be tailored to meet evolving needs without significant disruptions.
- Customer Retention: By tracking customer satisfaction and proactively addressing issues, businesses can improve retention rates and foster long-term loyalty.
- Cost Savings: Automating manual processes reduces operational costs and minimizes the need for additional resources, leading to significant savings over time.
- Regulatory Compliance: Maximizer CRM helps businesses adhere to industry regulations by maintaining accurate records and providing audit trails.
- Mobile Accessibility: With mobile access, sales and support teams can manage customer relationships and tasks from anywhere, ensuring continuity and responsiveness.
- Customizable Dashboards: Users can create personalized dashboards that display the most relevant information, enhancing focus and efficiency.
- Lead Management: Maximizer CRM helps track and nurture leads through the sales funnel, increasing the likelihood of conversion.
- Customer Segmentation: Businesses can segment their customer base for targeted marketing campaigns, improving engagement and response rates.
- Integration Capabilities: Seamless integration with other business tools and applications ensures a cohesive and efficient workflow across the organization.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
- Customer Insights: Gain access to dynamic dashboards, built-in templates, click-through records, visual reports, goal tracking views, exporting capabilities and more to monitor and boost team performance.
- Sales Management: Provides unified, easy-to-use sales tools that can be customized as per requirements. Manage accounts, route leads, collaborate sales opportunities and gain visibility into sales pipeline and revenue.
- Sales Pipeline Management: Offers proactive sales management along with a collective view of the sales process, making it easy to carry out internal and external sales activities.
- Contact Management: Displays contacts, notes and key documents in a unified dashboard. Includes quick search capabilities, company affiliation and a search recall feature.
- Pipeline Visibility: Access sales reports, personalized dashboard, forecasts, critical metrics, goal tracking and alert notifications for sales processes.
- Partner Relationship Management: Grow a channel partner network, assign partners, track performance and manage campaigns through a partner portal.
- Marketing Automation: Drive leads, improve campaign tracking, manage prospect interactions, automate campaigns, track results and calculate marketing ROI, all on one platform.
- Third-Party Integration: Provides native third-party integrations that boost productivity, provide deeper customer insights and more. Also offers custom integrations and API for easy business functionality.
- Mobile App: Offers pipeline visibility, quick access, key information edits, connectivity, calendar access and more, all on the go.
- Deployment Options: Gives the option for both cloud and on-premise deployment so businesses can choose what fits best for them. It also offers data security.
Product Ranking
#205
among all
CRM Software
#48
among all
CRM Software
User Sentiment Summary
1054 reviews
Maximizer CRM has a 'good' User Satisfaction Rating of 79% when considering 1054 user reviews from 6 recognized software review sites.
Synopsis of User Ratings and Reviews
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
Maximizer CRM empowers companies with a number of features such as contact management, lead management, customer service, business analytics and more. It’s highly customizable and easy to use. However, the UI is a little outdated and could use some improvement. The platform also needs more integrations to be able to work seamlessly, and reviewers report that customer support could be quicker and more helpful. Large and mid-size organizations looking for customized marketing and sales may find it to be a decent choice.
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