Management Tools

Demonstrating 360 Office Features.

Campaign Manager
Client Segmentation
Performance Explorer
Performance Report


Campaign Manager
Campaign Manager provides the ability to create regular and timely marketing campaigns which can be sent directly to a targeted audience in your client bank.

This user guide is provided to give the skills to use Campaign Manager which gives you the ability to target your client bank by creating your own sales and marketing campaigns. Please click here for the guide; Campaign Manager 


Client Segmentation
This video focuses on creating and maintaining Servicing Arrangements and Marketing Segments

The object of this user guide is to provide you with the necessary skills to apply and update; Servicing Arrangements, Marketing Segments, Case Statuses & Servicing Advisor, in bulk and to tens, hundreds or thousands of clients quickly and easily by whichever criteria you wish. please click here for the guide; Client Segmentation Manual


Performance Explorer
Designed to give Advisers the tools required to efficiently and effectively drive increased sales and manage activity resulting in new and lasting business.

Performance Explorer gives you complete control over your practice, enabling you to have up to the minute live information on the performance of your business. You can access instant information on the business pipeline; written, completed, banked and performance against target, persistence KPIs and collated TCF questionnaire responses. You can define your own time period for all of these reports and run the reports against lender, product, provider and by individual advisers, teams or by complete group.

Performance Explorer also gives you the control to manage orphan clients and help with your capacity management by forward planning your upcoming future product and servicing reviews. In all areas, you can drill down to look at specific cases and records as required to give you a complete holistic view of your business even with multi-business or multi locations.

To view a training manual on this module Click here


Performance Report

The 360 Lifecycle Performance Report gives you a snapshot of your company performance in one place to effectively manage and control your business and its needs. Here, you can quickly and easily report on your company’s written, completed and banked performance.

To view a training manual on 360′s Performance Report, click here.