I like that 360 View CRM is so customizable. We have all our customers in one place, regardless of account relationship, and all our products, including services, in the system. That gives us a true 360-degree picture of what customers have, don’t have, may be interested in, or are already discussing. I can use customer data about their products, conversations, and struggles they’ve overcome to communicate with them more effectively and make sure they get messages that are relevant to them, whether we talk in person, by phone, or through an automated email. We’ve also integrated marketing campaigns with Constant Contact emails to create a robust, customized onboarding experience for new and existing customers. Setup took time because of how much we customized, but the team did everything they could to make it smooth, including sending a top data analyst on-site to help us. Review collected by and hosted on G2.com.
I wish 360 View CRM’s reporting module let me choose a time frame to get snapshots of data, balances, and conversation status, and compare two or more time frames. Setup also took time because of the level of customization we did. Review collected by and hosted on G2.com.
Thank you for sharing such thoughtful feedback about 360 View CRM. We’re glad its customization and centralized customer view help your team understand relationships, products, conversations, and needs, and helps you use that context to make outreach more relevant. It’s also great to hear that your Constant Contact integration supports a more tailored onboarding experience and that our team helped make implementation smoother.
We also appreciate your suggestions for reporting, especially the ability to select and compare time periods for snapshots of data, balances, and conversation status. We also understand that a highly customized setup can take time. We’ll share both points with our product team.
It’s great to hear that 360 View helps branches and departments stay informed about customer interactions, track sales, and automate follow-up. If anything else comes up, please don't hesitate to reach out!