Happiest Minds
199 Case Studies
A Happiest Minds Case Study
Happiest Minds Technologies, a leading hi‑tech services firm, partnered with a global client to build a sales force automation solution on Salesforce Sales Cloud to streamline lead-to-quote processes, campaign management, opportunity lifecycle, revenue recognition and integrations, while enabling spatial reporting and competitive analysis.
Happiest Minds delivered an agile, scalable end-to-end solution—covering discovery, advisory, development, implementation and maintenance—featuring CRM integrations, marketing campaign connectivity, spatial reporting and a customized revenue recognition module, accelerated by proprietary tools for data migration. Results included a >40% quarter‑over‑quarter increase in opportunities entered, 100% opportunity tracking in CRM (replacing spreadsheets), application rollout in under seven weeks and sustained user adoption above 65%, with improved visibility into customers and activities.