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We bring the next generation technologies and expertise to the implementation of CRM platforms and enable sustained competitive advantage and connected experiences to our customers. We believe CRM has come a long way from just a tool to measure operational efficiencies.

Our robust and comprehensive service offerings range across various stages of a Customer Relationship Management journey from business blueprinting to implementation to support services. Depending on the customers’ stage of CRM adoption, we will offer pure play implementation services to conceptualizing and deploying “Blue Ocean” solutions that maximize your investments in CRM and derive non-linear value propositions.


  • Transactions
  • Data entry
  • Reporting
  • Monitoring
  • Functional Siloes


  • Relationships
  • Insights(SVC)
  • Predictive Analytics
  • Motivating
  • Cross-Functional
  • Conversions
  • Sales
    Cross Sell
  • LTV
  • Chum
    Lost Deals


Business Blueprinting

Happiest Minds bring best of consulting expertise to provide key services in this area. We have indigenously developed various utilities, tools & frameworks that aid in facilitating workshops better, conduct detailed platform analysis and to layout a realistic roadmap for implementation thus making our services faster, reliable and at optimized cost.

  • Day-in-a-life series Workshops- where our consultants spend time shadowing your team and understand subtle nuances and challenges they face in day-to-day operations.
  • Business Process Modeling Sessions– where our consultants work in conjecture with your team to define To-be processes leveraging our years of experience in building best of the CRM solutions.
  • Strategy & Roadmap– help customers chalk out a realistic CRM roadmap for quick realization of business benefits and increased adoption.
  • Gap Analysis– provide a detailed analysis of Gap between your processes and the platform of choice. Happiest Minds recommend the right strategy in terms of platform customization or business processes reengineering.
  • Business Case– we help you coming up with compelling business cases, ROI, value maximization in by implementing either on premise or SaaS based CRM platforms.
Implementation & Integration Services

We have rich expertise and experience in addressing various business challenges across the gamut of Customer Relationship Management. Our cross practice collaboration ensures delivery of value added services in every implementation. We help empowering our customers to sell better, service faster and create differentiated experiences across their customer touch points.

  • Design Services – Cloud or On-premise bringing in CRM best practices.
  • Configuration / Customization – Templatized configuration of CRM platforms help you optimize time to Go-Live considerably.
  • Integration – Indigenously developed frameworks, accelerators help you integrate your CRM platform with a plethora of back end enterprise / legacy / middleware systems.
  • Testing – Robust Cloud based testing frameworks ensure quality deployments much to your satisfaction.
  • Data Management – Migrating data from legacy to CRM and from enterprise systems to CRM is always a challenge. Our accelerators help you in seamlessly migrating your data besides ensuring data quality.
Maintenance & Support Services

Post a successful CRM implementation, conscious efforts need to be made to ensure quick and complete adoption and maintain the system for sustained competitive advantage. Happiest Minds provides a Framework with a single integrated window to monitor, manage and evolve your CRM ecosystem. The Key services provided are:

  • User adoption strategy & programs
  • Helpdesk support
  • L2, L3 support with SLAs
  • Incident & Problem management
  • Change management
  • Release management


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