SUN PRAIRIE, Wisconsin, October 07, 2021– (BUSINESS WIRE) – 360 View, a provider of customer relationship management software specifically for financial institutions, today announced its new partnership with Bank of Sun Prairie, a 490 million asset community bank in Sun Prairie, Wisconsin, to implement their popular CRM Growth Platform.
Motivated by an internal culture that increasingly listens to customer conversations and the many ways the bank can help customers, Bank of Sun Prairie knew it was time to add the right digital tools to support and expand that goal. They will implement the basic 360 View CRM and their marketing automation module. By working together, the platform will bring accurate and relevant relationship information to the customer touchpoint and provide the ability to tailor personalization.
John Loeffler, Senior Vice President, Retail Banking, says they took their time identifying the best CRM partner, and 360 View specially developed for financial institutions was a big plus, as was their integration experience with the main supplier to Bank of Sun Prairie. . “360 really had it all for us,” says Loeffler, “. . . and marketing automation … was a pretty big advantage (over) the competition. He emphasizes that their CRM application is really about relationships, “it’s really about relationships and getting to know your customers.
As a supplier, 360 View prides itself on the long-term partnership model. Joyce Colin, National Sales Representative at 360 View, says, “We call our platform the Growth Platform because our tools fuel the growth of the organization, but also because we are committed to growing with our partners. business, offering our services all the way. ”Colin says this includes advice during implementation and ongoing professional services as a bank grows and changes. Bill Niebuhr, vice president, Risk, Sales & Training Manager, at Bank of Sun Prairie explains, “I go through a lot of software installations in my role at the bank here and work with a lot of vendors. I really like (360 View) approach… the flexibility. to do a lot of things to adjust the system to our needs and how they guide us through those situations one at a time to make us think, practice it, (and) show what we have been doing. s in place to be successful at what we are trying to do. “
Loeffler is confident in the new partnership with 360 View and what it will add to an already successful story. He explains, “We are now at the stage where we have more proactive conversations with our customers, and we need to be able to document that; we need to be able to show our customers all that the bank can offer. I am very happy to have (this information) at hand. ”With four branches in Dane County, Bank of Sun Prairie says it understands what it means to serve individuals, families and businesses in their local community. They offer very competitive rates as well as quick decisions made locally for their clients.
About Sun Prairie Bank
Bank of Sun Prairie has been operating continuously in Sun Prairie, Wisconsin since 1897. Now, with four branches in Dane County, the bank is a $ 492.7 million asset institution that invites customers to experience “The Right.” Balance ”, a community-centric approach alongside innovative banking solutions.
About the 360 view
360 View is the CRM platform developed for banks and credit unions, providing all the tools necessary to maximize the performance of their team. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-selling opportunities, gain insight into customer profitability, and track customer successes. goals and incentives, while delivering richer, more personalized relationship experiences based on the unique needs of each client. . 360 View was developed by bankers specifically for financial institutions and celebrates 20 years of service to the financial industry. 360 View was recently named in the Top 10 Provider of Customer Experience Solutions by Banking CIO Outlook.
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SVP and National Sales Director at 360 View