360 View Helps us Create Marketing Targets and Success Measures
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
Return on Investment
- 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.
Alternatives Considered
Salesforce CMS
Other Software Used
Hootsuite, Adobe Workfront