360 View vs. Total Expert

360 View is well-suited and even originally designed for financial institutions and banks. It does a great job at large and small scale monitoring of customers and their amount of involvement in your organization. I'd say that 360 View is not well-suited for most organizations that are not in the finance industry (although you could make it work if you need to)

Incentivized

It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.

Incentivized

• Advanced customer profile details
• Effective campaign creation tools
• Record and activity logging
• Multi-location monitoring and management

Incentivized

• Database
• Customer Service is pretty good
• Mass emailing

Incentivized

• User interface
• Speed
• Integrations

Incentivized

• To create co-branded material without having to have realtor opt-in first
• Home flyers are difficult to use. List reports is much easier

Incentivized

Salesforce CMS is probably one of the most used CRMs out there and is great for a business that wants to create a completely custom solution for their CRM needs, but 360 View is a platform design specifically for bankers and therefore has pre-built functions that help us to quickly create the measurements, categories, and processes we need to

Incentivized

Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss

Incentivized

• 360 View has allowed us to place customers in marketing funnels and target specific campaigns to move them further down the funnel.
• We can easily group customers in profitability categories and determine what relationships we need to develop.
• We have been able to create custom NPS scorecards to find our promoters.

Incentivized

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized