360 View, a trusted provider of customer relationship management software for financial institutions, announced today the release of the official update to their popular CRM platform. Entering the business space 22 years ago, 360 View offered one of the first CRM’s built specifically for banks and credit unions. Leveraging that experience along with a finger on the current industry pulse ensures the update is reliable and relevant.
Recording every customer touchpoint in real time, then channeling those interactions into tools that help their clients offer dynamic personalized service is how 360 View impacts the customer experience for their clients. Functionality has always been a major selling point explains David Acevedo, SVP National Sales Director, “Our clients embraced 360 View in its current look and feel because of its expansive functionality, but we recognized that though we have a very robust tool, it was time to enhance the aesthetic.” Listening to and responding to their clients is a primary driver of this niche software company, so the evolution of their flagship product has been largely fueled by customers’ changing needs and regular feedback. Keeping the functionality that clients love was central, says Acevedo, “and that’s the beauty of this update: everything that you’re used to is there, but with a fresh, more updated look.”
According to the 360 View development team, expert designers drove the user experience in this update which brings a clean, easy-to-navigate, and visually pleasing interface. Optimal use of the screen real estate and reduced scrolling support the claim that a simple, but whole view of each customer is not only possible, but a reality with 360 View. Waylon Envik, SVP of Software Solutions, says, “When redesigning the solution, we wanted to move forward with something that would be familiar based on industry standards and what users might find or experience in other systems in terms of major design principles on down to the system’s micro-interactions.” Envik goes on to indicate the next phase of the update offers more than just a visual upgrade, “It is satisfying to get the update into the hands of users because it’s a springboard into a whole host of items that we and our end users want and need, such as giving our end users more power and capabilities when it comes to dashboarding.” 360 View clients can expect additional features in the next phase, including user-defined dashboards.
Acevedo expects the new system will impact sales and marketing efforts by improving the cursory first-look experience of prospects–high level demos often do not present the detailed functionality that differentiates 360 View from competitors. Great first impressions open the door for real conversations. He elaborates, “We’ve always had a story to tell. Our struggle has always been getting our story out. Once you put us in front of somebody, we handle ourselves against the competition. After all, we are bankers and understand the business.”
For current clients, all the on-point user-friendliness is still central. Rebecca Key, VP of Marketing explains, “We care about our clients and know they don’t want to lose any functionality; they want to gain functionality and gain usability. They also have internal sales to their team in play, and it makes it easier on them to bring in a piece of software that looks new and current and more in line with the interfaces people are using every day. We think usability matters more now than maybe it ever has because people expect things to look good, function well, and be at the top of the game.”
Along the same line, Key says the update to the company website is about visual appeal, but is also a pivot away from a feature-focused presentation of their CRM to one focused on its specific application for banks and credit unions. She explains, “We wanted the new site to clearly show how 360 View helps bankers on a day-to-day basis, that means the practical application of the CRM, but also includes our other services including our consultative and onboarding resources.” The new website is live now and showcases the new interface for current and potential clients.
Acevedo says the excitement and energy around the new release, and the new website, is visible with the 360 View team. He sums up the moment, “We have really devoted a lot of time and resources to building a very robust CRM solution specifically for banks and credit unions. We recognize the functionality and tools you need to grow your business and are not compromising any of that while giving the software an impressive new look and feel.”
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About 360 View
360 View is the CRM platform developed for banks and credit unions, providing all the tools necessary to maximize their team’s performance. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-sell opportunities and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs. 360 View was developed by bankers specifically for financial institutions and was named in the Top 10 Customer Experience Solution Providers by Banking CIO Outlook. The 360 View CRM along with its newly updated user interface is available now.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230622512584/en/