Kathryn Mager

Social Media Manager at 360 View CRM. You can find me online tweeting about social media, marketing, and CRM. When not online, you can find me out hiking or swimming in the river with my Vizsla puppy, stretching out on a yoga mat, or cooking up something yummy for the people I love.
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Recent Posts 360 View Jun 3, 2015 2:41:17 PM

9 Signs Your Bank Needs a CRM


We recently published an article, CRM 101 For Banks and Credit Unions, that discusses what CRM is, why you should care about it, and five tips that will help you choose the best CRM system for you. The article should be helpful to any bank or credit union currently using CRM or that is just now looking to license CRM for the first time.

In addition, the article identifies 9 signs that you need a CRM. We have included the signs here in our blog. If you are new to CRM, read through the signs and see how many relate to you. And if you are already using a CRM, read through them too, they will provide insight into whether or not your current CRM is meeting your needs or if it is time that you consider changing to another CRM, one that is better aligned with your current work and service processes.

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Topics: CRM 360 View May 21, 2015 7:04:47 PM

Getting Silly and Raising Money for #RedNoseDay


It's Thursday, May 21st. You know what that means? It's #RedNoseDay! 

Here at 360 View, our employees are doing their part to support this cause, donating money and dedicating our lunchtime today to spend an hour being silly in honor of this campaign...not like being silly is anything new around here with our spontaneous nerf gun fights and newbies getting pranked on a regular basis!

Ahhh...just another day at the office...


360 View is matching the total money raised on our "360 View Fundraiser" page. There's a few hours left, so if you want to join us in supporting this amazing cause and donate, click here!

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Topics: In the News 360 View May 19, 2015 1:42:39 PM

Welcome to 360 View's Blog


Welcome to our blog!

Super excited to be embarking on this new adventure! We are all dressed and ready to dive headfirst into the brain exchange that is the Internet today, sharing relevant new information and best practices in the Financial Industry!

Our quality content will cover the following topics:

  • CRM
  • Sales
  • Marketing campaigns and technology
  • Customer experience
  • Goal & incentive plans
  • Profitability
  • Analytics & "smart" data 
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Topics: Profitability, Sales & Marketing, Goal and Incentive Plans, CRM, Customer Experience