TrustRadius: an HG Insights company

360 View Reviews & Insights

Score9 out of 10

3 Reviews and Ratings

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Community insights

TrustRadius Insights for 360 View are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient Member Relationship Management: Many users have found that the software helps them effectively manage member relationships, providing a comprehensive view of the entire relationship. This feature has been praised by multiple reviewers for its ability to streamline processes and improve efficiency.

Total Visibility for Staff: The software's ability to provide total visibility for staff regarding member communication has been highly valued by users. Multiple reviewers have highlighted how this feature allows them to stay informed and make more informed decisions, ultimately contributing to better customer service.

Scalability for Outreach and Customer Retention: Users appreciate the scalability of the software, particularly in terms of outreach and customer retention through cross-selling techniques. Several reviewers have commended this aspect as it enables them to expand their reach and maximize customer profitability.

Reviews

1 Review

360 View Helps us Create Marketing Targets and Success Measures

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

All 900+ employees in our financial organization use 360 View as our CRM to manage, categorize, and structure all of our 140k customers. Front-line users, like our relationship bankers and tellers, record customer activities within the platform, and administrative users, like our marketing team and executives, use the platforms to target customers for communication and determine success measures.

Pros

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

Cons

  • User interface
  • Speed
  • Integrations

Likelihood to Recommend

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).
VU
Verified User
Strategist in Marketing (501-1000 employees)
Vetted Review
360 View
1 year of experience