CRMPlus to Keep Track of Customer Behaviors and Predict Needs

  • Product Reviews
  • 01.09.2020 12:59 pm

Brief Summary

Path Solutions’ CRMPlus is a powerful unified, highly customizable, customer-focused platform based on Microsoft Dynamics 365. The solution empowers banks to provide frictionless Omnichannel customer experience, helping them to increase revenue, profitability, and customer loyalty.

The solution provides banks with the ability to improve their business processes around selling, marketing, and serving the customer. It helps them meet the overall goals of customer relationship management, while offering them new opportunities of expansion and growth by widening their market share through attracting new customers, retaining existing ones, as well as reducing the cost of marketing services. The ultimate purpose of this solution is to reduce operational costs and increase banks’ profits by providing an enhanced and superior customer service.

Core Functions

  • Sales Management
  • Marketing Management
  • Customer Service
  • Loyalty Programs

Key Features

360-degree Customer View

Single and unified 360-degree view of all customers’ data and interactions, including account information, interaction history, banking preferences and customer profitability.

Highly Customizable

Take advantage of drag-and-drop customization tools and flexible model to tailor CRM to your specific needs so you can bring new services to market quickly and cost-effectively.

Business Analytics Tools

Gain deeper understanding of business and team performance through graphical dashboards, contextual analytics, and powerful reports.

Customer Service Management

Understand customer preferences and provide superior advisory services to improve wallet share, customer retention, and loyalty.

Marketing Automation

Identify high-value targets, segment customers, build lists of prospects, and develop targeted marketing campaigns to attract new clients.

Boost Sales Performance

Improve cross-sell conversion rates, shorten sales cycles, and improve sale forecast accuracy with repeatable sales processes and intelligent workflows.

Key Selling Points

  • Web-based
  • Highly customizable
  • Quick access to real-time data
  • Based on Microsoft Dynamics CRM
  • Pre-integrated with iMAL core services
  • Pre-integrated with iMAL*BusinessIntelligence
  • 360-degree visibility of all customers’ data and interactions
  • Manages the entire customer life cycle: Acquisition, service and maintenance
  • Data can be accessed using three different interfaces: Web, Mobile and MS Outlook
  • Can be integrated with loyalty programs
  • Can be easily set up with other types of financial services
  • Can be integrated with 3rd party applications and delivery channels.

Best For Banks

Our CRM solution works best for banks and financial institutions who are looking to improve customer retention and loyalty index and take relationships to the next level, increase sales productivity and boost cross-selling capabilities, increase customer acquisition and profitability, keep track of customer behaviors and predict needs, as well as deliver a frictionless Omnichannel experience which leads to enhancing customer satisfaction.


For more details about our CRM solution and pricing, email

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