Marketing Automation

CRM Overview  ›  Marketing Automation

Do you struggle to create effective customer onboarding programs due to slow, cumbersome manual processes?


Mine your 360 View customer data and easily generate lists to direct your next successful onboarding campaign, direct mail, cross-sell, and more, and then track your results.

Key Benefits
Empower Effective Cross-Selling

Automation is the strategic engine that drives all promotional activities. Marketing automation promotes customer retention, nurtures relationships, and grows customers by allowing you to promote the right services to the right people at the right time.

Unify & Understand Your Data

You have a full picture of your customer at your fingertips — but, to see it, you must unify data from both from core and ancillary systems. 360 View brings in information from across your institution, along with the robust profile information contained within 360 View, giving you the wealth of actionable data necessary to drive effective marketing.

Streamline & Automate the Onboarding Process

With 360 View, you can completely automate your onboarding process. Once a new customer is in the system, automatically prompt touch points that thank them for their business, offer them valuable content, and continue to nurture your relationship with them.

Marketing Automation in Action

“In the past, we had to set reminders on our calendars to reach out to new customers as part of our onboarding program. With 360 View, the entire process was automated and reminders were automatically created for us.”

More Premium Features

Goal & Incentive Plans

Track and reward employees for measurable sales goals. View results daily. Whether it’s your plan or a plan that we create, we can automate the process for your organization.

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Pop-up Messages

Prompt employees with customer-specific sales and service messages at your frontline, call center or during any customer interaction with SmartPops™.

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Customer Profitability

Quickly know the value of your accounts and household relationships. See customer ranking, trends, and month-to-date profitability.

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