As a team of former bankers, 360 View understands that adding a CRM to your technology stack is a significant investment. You’ve probably got a lot of questions on your mind as you consider all of the options available to you.
Over the years, we’ve gotten a lot of these same questions from customers and other banking professionals we’ve spoken with at conferences, on webinars, and during product demos. So, we decided to compile a list of the most common CRM questions we receive and answer them right here.
Check out the top six questions we are asked about CRM software for community banks and credit unions.