This document discusses implementing a CRM system for a bank in India. The objectives are to implement a user-friendly CRM environment that can intake customer information, track customer interactions, and help strategize CRM for business growth. The purpose is to manage assets, liabilities, campaigns, salary processes and control vendor invoices. Major CRM players are discussed as well as a competitive analysis of strengths, weaknesses, and compatibility/implementation of a CRM system. The importance of CRM for banks and a proposed solution architecture is presented, with the conclusion being that a CRM can improve customer experience, strengthen relationships, provide customer insights and strategize offers.