AUTOMATE AND PERSONALIZE YOUR MARKETING EFFORTS FOR STRONGER CUSTOMER ENGAGEMENT Deliver Personalized Experiences with Marketing Automation

The Power of Personalized Communication with 360 View’s Marketing Automation

Personalized communication is the key to growing customer relationships. With 360 View’s Marketing Automation, you can tailor interactions based on real-time data. Automate onboarding, cross-selling, and marketing campaigns to reach the right customer with the right message at the right time.

Key Features to Enhance Customer Engagement

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Simple, scalable marketing campaign creation and reporting

Creating and managing marketing campaigns has never been easier. Marketing automation tools allow you to design custom campaigns, automate delivery, and track performance with ease. Whether you're reaching out to a small segment or scaling efforts across a large customer base, you can monitor success in real-time with built-in reporting. This ensures you’re always optimizing your strategy for maximum impact while freeing up time for your team to focus on higher-level initiatives.

Automated, personalized email campaigns

Marketing automation allows you to create and send highly personalized email campaigns. By leveraging customer data and behavior patterns, you can tailor messages to individual preferences, increasing engagement and conversion rates. Whether it’s welcoming new customers, offering product recommendations, or nurturing leads, automated emails ensure that the right message reaches the right customer at the right time—driving better results and stronger relationships. Additionally, automated follow-up reminders and communication across various touchpoints (e.g., email, SMS, phone) can keep your customers informed, improving customer satisfaction, and providing efficiency for your team.

Email composition interface with a personalized message for name and product.
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SmartPops™ to prompt employees with customer-specific messages

SmartPops™ provides your team with real-time, customer-specific prompts that help deliver personalized service. These pop-up messages are displayed automatically on employee screens based on customer data, relevant cross-sells, or qualifying marketing campaigns. By equipping your staff with actionable insights at the moment of interaction, SmartPops™ ensures that each customer receives relevant, timely interactions, enhancing service quality and improving customer experience.

Data-driven cross-selling and customer segmentation

With CRM-powered data analytics, you can identify cross-selling opportunities based on customer profiles, behavior, account data, and product ownership. Through segmentation, you can group customers by specific characteristics or needs, allowing you to craft targeted campaigns that present the right product at the right time. This data-driven approach ensures that each marketing message resonates with the customer, driving higher conversion rates and deeper engagement.

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Empower your team to connect with customers in a meaningful way, driving both growth and retention.

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Not only have we been able to streamline out process and make them more efficient through 360 View, its reporting capabilities and tracking are absolutely priceless! Bestinvestment we've ever made!

Kayla Curtis

First Community Credit Union

Our Suite of CRM Products to Build Better Customer Relationships

We customize our suite of products to design a unique solution for your financial institution.

Set Your Bank or Credit Union Up for Success

You’ll need the right software and team supporting you to reach the next level of service. Let’s connect!

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