360 View Reviews & Pricing

by inBusiness Services | Founded 2001, Nashville, TN

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Overview Pricing Benefits Reviews Features

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What is 360 View?

Industry Specialties: Banks and Credit Unions

360 View empowers financial institutions to meet their customer needs digitally with features that take care of personalized relations, enhance technology, scalable communications, data analytics and supports sales efforts. It takes care of various factors such as relationship management, targeted market, financial know-about for business solutions.

The software can be customized for the needs of businesses outside the financial industry, providing greater flexibility and capability options.

Pros

Unified customer data
Personalized interactions
Better insights
Improved decision-making
Enhanced customer experience

Cons

Data accuracy challenges
Privacy concerns
Implementation complexity
Training requirements
Potential for information overload

PRICE

COMPANY SIZE

DEPLOYMENT

PLATFORM

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360 View Pricing

Based on our most recent analysis, 360 View pricing starts at $50 (Per User, Monthly).

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Starting From: $50
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

360 View is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for 360 View:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

360 View Benefits and Insights

Why use 360 View?

Key differentiators & advantages of 360 View

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.

Industry Expertise

360 View has been serving financial organizations for over 30 years and specializes in working with banking and credit unions. However, companies in other industries can customize the platform according to their needs.

Synopsis of User Ratings and Reviews

Based on an aggregate of 360 View reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Unified customer view: Gain a 360-degree perspective of each customer across all touchpoints, leading to personalized interactions and improved relationships.
Actionable insights: Leverage data-driven insights to optimize sales pipelines, marketing campaigns, and overall business performance.
Enhanced collaboration: Break down data silos and foster seamless teamwork across departments with shared customer information.
Increased efficiency: Automate repetitive tasks and streamline workflows to free up time for strategic initiatives.
Improved decision-making: Make data-backed decisions based on real-time customer data and comprehensive analytics.

Cons

Data accuracy challenges: Relies heavily on the quality of source data, requiring ongoing maintenance and potentially manual corrections.
Integration complexity: Connecting multiple systems can be time-consuming and may require technical expertise.
Privacy concerns: Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations.
User adoption: Encouraging widespread adoption across teams can be challenging, especially for organizations with varying levels of technical proficiency.
Customization limitations: Flexibility for certain customizations might be restricted, potentially requiring workarounds or additional development efforts.

Researcher's Summary:

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.

Key Features

CRM Capabilities

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.

Other Capabilities

Marketing Automation: This feature helps improve the customer lifecycle, promotes customer retention and strengthens customer relationships. Some of its capabilities include targeted market segmentation and personalized outreach.
Data Analytics: Users can take the right actions at the right time by combining data analysis with the 360-degree view feature. The platform provides analytical intelligence that channelizes the user’s target market for the best outreach of the business.
360 View Guide: Users can promote peer growth and higher team morale with the option to download, save and share information about the software and its functionality via a guide.

Approach to Common Challenges

Data silos: 360 View breaks down data silos by unifying customer information from multiple sources, including CRM, email, social media, accounting, and other business systems. This creates a single, comprehensive view of each customer, accessible to all relevant teams.
Manual data entry: 360 View automates data entry and synchronization across platforms, reducing errors and freeing up time for more strategic tasks. It also leverages AI-powered data cleansing and standardization to ensure data accuracy and consistency.
Poor user adoption: 360 View offers a user-friendly interface with customizable dashboards, intuitive navigation, and role-based access to simplify workflows and encourage adoption across teams. It also provides targeted training and support to ensure users are comfortable and proficient with the system.
Lack of visibility: 360 View provides real-time visibility into customer interactions, sales pipeline status, marketing campaign performance, and other key metrics, empowering decision-makers with actionable insights. It also offers customizable reporting and analytics tools to track progress and measure success.
Limited customization: 360 View supports flexible customization of fields, workflows, and views to align with specific business processes and industry needs. It also offers integrations with popular third-party tools to extend its functionality and seamlessly connect with existing systems.

Cost Of Ownership

Frequently asked questions regarding 360 View pricing include:

Q: What are the different pricing plans offered by 360 View?
A: 360 View offers tailored pricing based on the specific needs of each organization. Contact their sales team for a customized quote that considers factors like user count, desired features, and integrations.
Q: Are there any additional costs beyond the monthly subscription fee?
A: 360 View may have additional costs for optional features, advanced integrations, or professional services such as data migration, implementation support, or custom development. Clarify these costs with their sales team during the quoting process.
Q: Does 360 View offer discounts for annual or multi-year contracts?
A: Yes, 360 View often provides discounts for longer-term commitments. Inquire about potential discounts and explore contract terms that align with your budget and business needs.

Limitations

Notable limitations of 360 View include:

Data accuracy: Relies heavily on the quality and consistency of source data, requiring ongoing maintenance and potential manual corrections.
Integration complexity: Connecting multiple systems can be time-consuming and may require technical expertise or external assistance.
Privacy concerns: Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations.
User adoption: Adoption across teams might face challenges due to potential resistance to change or varying levels of technical proficiency.
Customization limitations: Flexibility for certain customizations might be restricted, potentially requiring workarounds or additional development efforts.

Suite Support

The team at 360 View has a dedicated form for support on the website.

Email: Users can write to 360 View on [email protected].

Phone: The support team can be reached at 615-242-0007 for queries.

Training:360 View has a dedicated annual event for in-person training, where users can learn and network. Customers can also refer to the website, which has a resource section that covers webinars, articles, FAQs and much more.

Tickets:Support forms can be submitted through the contact section on the website.

FAQ

Frequently asked questions regarding 360 View include:

Q: How does 360 View integrate with other business systems?
A: 360 View offers pre-built integrations with various CRM, email, social media, accounting, and other business platforms. It also provides APIs for custom integrations to connect with virtually any system.
Q: How does 360 View ensure data security and privacy?
A: 360 View employs industry-standard security measures, including data encryption, access controls, user authentication, and regular security audits. It also adheres to data privacy regulations like GDPR and CCPA to safeguard sensitive information.
Q: What kind of training and support does 360 View offer?
A: 360 View provides comprehensive training resources, including online documentation, video tutorials, live webinars, and personalized support from their customer success team. They also offer optional on-site training for more in-depth guidance.
Q: How does 360 View help with customer relationship management (CRM)?
A: 360 View empowers organizations to manage customer relationships effectively by providing centralized customer data, personalized interactions, automated workflows, sales pipeline management, and actionable insights to drive customer engagement and retention.
Q: How does 360 View help with marketing campaigns?
A: 360 View supports targeted marketing campaigns by segmenting customers based on various criteria, tracking campaign performance, measuring ROI, and identifying opportunities for optimization. It also enables personalized messaging and cross-channel marketing automation.
Q: How does 360 View help with sales forecasting?
A: 360 View provides tools for sales forecasting, including historical data analysis, pipeline visibility, deal probability tracking, and customizable forecasting models. This helps organizations predict revenue accurately and make informed decisions about resource allocation and sales strategies.