360 View Reviews & Pricing

Key Features

• 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. 

• 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

• 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

• 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

FAQ

• 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.