Integrative project IT - CRM

1. Integrative Project
IT
Bank in CRMBOX
Puneet Kalra
Epgp01.051

2. Project Objectives
 The Vision of CRM to Banking Domain
 Implementation friendly Environment
 Reshaping Digital CRM
 Intake Customer Information
 Track Customer Interaction
 Strategizing CRM towards Business growth

3. Purpose of Study
Asset
Management
•Personal/Auto
Loans
•Credit Card
•Home Loans
Liabilities
Management
•Current
Account
•Salary Account
•Recurring
Deposit
Account
•Savings
Account
•Locker
Management
Campaigns
•Offers – Credit
Cards
•Offers –
Banking Loans
Salary Process
Management
•Third party
commissioning
Control
•Vendor Invoice
management
CRM as
Base
Bank as
a Base
CRM as
a Bank

4. CRM Major Players
Salesforce Automation
SAP CRM
Oracle Siebel
MS CRM

5. Competitive Analysis
 Competitors
 Strengths
 Banking Prospect Irrelevant
 Better User Interface
 Brand Value
 Weaknesses
 Failed Implementations
 High Invoicing
 Integration Failures with CBS

6. CRM Compatibility &
Implementation
Device
Deploy
Public
Cloud
Private Cloud
On Premise
Organize Unify Transform
Flexible
Investment
Platform
Capability

7. Importance of CRM in Banks

8. CRM Solution Architecture

9. Conclusion
• Improve Customer
Experience
• Strengthen Relationship
Customer Information
• Customer Insights
• Customer Profiling
Bank
Culture
• Analytical behavior of
Customer
• Offer Friendly campaigns
Strategizing

10. Thank You