Market Recognition 360 View has been recognized as the top CRM provider for 2024, highlighting its strong industry reputation and increasing market trust which can be leveraged to target potential clients seeking reputable CRM solutions.

Growth & Expansion Recent product updates and a new website with an enhanced user interface demonstrate ongoing product development and focus on user experience, signaling opportunities to upsell or expand existing client relationships.

Strategic Partnering The company’s partnership with a community bank like Bank of Sun Prairie shows a proven track record in serving regional financial institutions, opening doors to similar community and regional banks or credit unions seeking tailored CRM solutions.

Industry Focus With a dedicated platform designed specifically for banks and credit unions, 360 View is positioned as a specialized provider in a niche market, making it appealing to financial institutions prioritizing industry-specific CRM features.

Size & Revenue Potential Target prospects are likely mid-sized financial institutions with revenues between $50M and $100M, where 360 View’s solution can address their needs for customer insights, automation, and relationship management, providing a clear sales target segmentation.