CRM Platforms
Harmonizing customer data across all touchpoints to deliver a 360-degree golden record.
Paves Technologies/What We Do/Enterprise Platforms & Integrations/CRM Platforms
CRM Platforms
Harmonizing customer data across all touchpoints to deliver a 360-degree golden record.
Enterprise customer relationship management requires breaking down data silos between sales, service, credit risk, and core back-office systems. Paves Technologies implements and customizes market-leading CRM platforms (Salesforce, Microsoft Dynamics 365 CRM, SAP Customer Experience) to provide a single golden customer record. We automate case routing, streamline KYC/KYB onboarding, and sync real-time transaction history so front-line teams deliver hyper-personalized customer experiences.
Capabilities & Core Services
End-to-end operational capabilities for implementing and optimizing CRM Platforms.
Customer 360 & Golden Record Architecture
Unifying customer profiles, account histories, and interaction touchpoints across all channels.
KYC & Automated Onboarding Workflows
Accelerating customer acquisition through digital document verification, credit checks, and automated approvals.
Core Banking & ERP Data Synchronization
Sub-second bi-directional synchronization between CRM records, billing platforms, and backend ledgers.
Omnichannel Service Desk & SLA Management
Automating ticket triage, case escalation, and real-time SLA reporting for customer support teams.
Key Deliverables & Outcomes
Concrete Deliverables
Business Outcomes
Execution Methodology
Customer Journey Audit & Data Schema Design
Salesforce / Dynamics CRM Core Platform Customization
API Integration with Core Banking & ERP Backends
Data Scrubbing, De-Duplication & Master Record Creation
Agent Enablement, UAT & Operational Dashboard Rollout
Explore Other Platform Practices
Let’s Optimize Your CRM Platforms Ecosystem
Schedule a strategy session with our technical team to discuss your architecture and roadmap.