World Wide Premier — SmartPops Video Short

We are rolling out the red carpet and would like to invite you inside for the World Wide Premier of our SmartPops video short. Check it out to learn more about SmartPops…its guaranteed to put a smile on your face and leave you wanting more of the magical mystery tour that is the vocal musings of  360 View staff.

SmartPops Webinar Oct 22nd 12 PM CT

Join us October 22nd at 12 PM CT for a lively discussion of frontline “pop-up” technology. If you are a marketing executive and don’t know about this technology, then this webinar is a must attend.

Kevin Anderson, co-founder of inBusiness Services, will be joined by David Seger, lead developer for 360 View SmartPops, in this discussion and demonstration of how “pop-up” technology when combined with your CRM can boost your ROI by as much as 400-500% in the next 12 months.

If you would like the read the companion ”white paper” for this webinar,  you can do so by clicking here. The paper is entitled, Can “Pop-Up” Technology Activate Your Frontline Cross-Sell Efforts and Save Your CRM Implementation from Failure?

We are all looking forward to showing off our new baby, SmartPops. So, don’t miss this free opportunity to learn more about this technology. Click here to register.

Is it a plane, a bird, no, its 360 View Man…and Woman!

This is just in from Jessica Harpe from Southern Community Bank and Trust.

Good Afternoon [she is speaking to our 360 View team],

If you are in need of a laugh this afternoon [we always do, thanks Jessica…it’s us again, the 360 View team] please open the attached!  There is a story behind the madness I must say.  A few years back when we rolled out 360 to the field we developed a little character called “360 Man” (360 Man has since found a companion [one with better head-gear we say]). Then a few weeks back, during our annual American Heart Association campaign week, one of our events was a mini office golf tournament.  Prizes were offered for the team who shot the lowest score and the team who was voted best dressed.

Well we didn’t shoot the lowest score but you can guess who was voted best dressed!

Hope you are all well, look forward to seeing you all again next year [she means at our annual user’s conference…we can’t wait to see you too Jessica, oops, we mean 360 View Woman]!

And The Winning Name Is…

We asked our customers to help us come up with a name for our new application monitoring tool. The tool can easily be installed on any workstation to monitor your web-based or desktop applications for customer-unique information. Simply, you tell it what application and which fields within the application to monitor and it will do so in the background as your work. When it recognizes a numerical string that meets its designated target, the tool will quickly query the 360 View CRM database for any cross-sell or alert opportunities. If a match is found, then they system will pop a message over the user’s current application (e.g. “Wish the customer happy birthday”, or, “Would you like to help us go green and sign up for e-statements on your account?”).

Many great names were suggested and narrowed down by a customer survey to three: 360 View SmartPops, 360 View Scout, and 360 View AMPS. We then went to our blog to ask the world what you thought; over 60% preferred SmartPops. We agree and so, 360 View SmartPops it is! Thanks to all who voted.

Vote for the Best Product Name

After surveying our existing clients in regards to possible product names for our new 360 View software tool that will monitor web applications for unique criteria-strings and then “pop” alerts, cross-sell messages or simple “Happy Birthday”-type messages,  we have narrowed the possible name choices down to three: 360 View SmartPops, 360 View Scout, and 360 View AMPS (Application Monitoring Pop-up System). Vote for your top choice below.

We will unveil the final name chosen in our June issue of 360 View News. If you would like to subscribe to our monthly newsletter, click here. In the meantime, keep checking our blog to monitor the vote!

Profitability and What-If-Pricing Webinars

The ICBA and inBusiness Services (that’s us) will be hosting two free webinars on May 15th at 10:30 AM CT and May 20th at 2:30 PM CT to discuss best practices in determining Customer Profitability and What-If product pricing.

Both webinars will be led by Kevin Anderson, Co-founder of inBusiness Services. Kevin will demo the 360 View Profitability System and highlight how What-If-Pricing, Funds Transfer Pricing, Loss Provision, Cost Allocation, and Relationship Householding all play a part in getting the best measure of Customer and Account level profitability.

The agenda for each webinar will be the same.  So, sign up for the webinar time that best fits your schedule and join Kevin online for an lively discussion of Customer Profitability and What-If pricing.

Philosophical Ponderings

We are all faced with “go forward” decisions from time to time. You all know these decisions. They are the ones where we come to a fork in the road and in the essence of time and the pressure to push on, we must make a choice, either left or right, and move on. Sometimes the choice is properly weighed and contemplated, and other times it is just a choice of “gut” . . . and sometimes it is no choice at all. It’s just that one path is blocked and the other is the only open lane.

As stewards of inBusiness Services, we try our best to always consider the many outcomes of each choice we make, but from time-to-time we all need a “mulligan” or a “do-over”. In my opinion, how you use this mulligan is what separates you from others.

I am proud that our team here at inBusiness Services separates themselves each day by approaching each fork in the road with an earnest desire to do what is right and in the process is not afraid to challenge other’s to do the same. And when we make a mistake, we own up to it, because perfection, while everyone’s goal, is not afforded in this life. Let’s all handle our mulligans with honesty, integrity, and with an unrelenting desire to never abandon our faith.

We would love the opportunity to hear your thoughts and discuss our philosophical ponderings.

Have a blessed day!

Kevin A.

360 View Announces Win-a-Week Vacation Winner!

Joyce, David, and Kevin all attended the ICBA National Convention and Techworld in Phoenix, March 18-22, 2009. They had a great time and visited with many nice people…some old friends, some customers, and some new prospects looking for a great relationship management system. For all those who stopped by both our booth and David’s workshop, CRM–An Organizational Strategy, Not Just a Technology Solution, we entered you in a drawing to win a week’s vacation. In order to determine the winner…we held a little cookie stack-off! That’s right, we got jiggy with the cookies and had 14 employees represent the 14 official registrants to determine a winner. To see the winner and what a cookie stack-off looks like, watch the video below. We cannot be held responsible for the sudden cookie-eating-urges this video may cause.

Frontline Pop-up Referral Technology

Jason Tonioli, VP Marketing Manager for Bank of Utah and 360 View CRM User, releases his “white-paper” entitled Frontline Pop-Up Referral Technology: An Untapped ROI Source For The Community Bank Marketer. Written as part of Jason’s course work for the Pacific Coast Banker’s School, this 47-page paper discusses four case studies and the ROI results achieved from implementing Frontline Pop-Up Technology.  Download the PDF.

360 View Customer Profitability

Mythical Big Game No More

Customer Profitability has become mythical in proportions; the big game hunting equivalent of tracking the world’s most elusive animal through the African Congo. Just when you think you are on its tracks, a dense jungle of cost allocations, funds transfer pricing, product groupings, and loan loss provisions swallow most whole – allowing the prey to quietly disappear into the safe confines of “the one that got away.”

“When we first sat down to discuss developing a Profitability Module within our 360 View Relationship software,” says Terry Bellenfant, Chief Architect of 360 View Profitability and Co-Founder of inBusiness Services, the Developer of 360 View, “it was clear that Customer Profitability meant something different to almost everyone. And if we were going to create a simple-to-use profitability solution, one that would be accepted by front-line employees, all calculations would have to be transparent.”

Almost two years from inception, 360 View Profitability is now available for license in the company’s 2009 SR1 release of 360 View. The system is designed to be flexible enough to accommodate users seeking easy install and low resource commitment, or users wishing to analyze and allocate general costs to individual accounts while leveraging funds transfer pricing to achieve the most accurate measure of account and customer profitability.

To see the complete article written by Chris Green, Co-founder inBusiness Services, click here: 360 View Feb 09 Profitability Article