We understand that CRM initiatives reach across functional boundaries. That’s why Patni blends superior industry expertise with technological excellence to deliver unified CRM solutions that meet industry-specific requirements. We have helped our clients address a range of CRM implementation issues across industry and technology domains.

Our CRM implementation expertise spans the many functions critical to the success of CRM initiatives:

• Sales planning and monitoring, lead management, revenue and product forecasting
• Product configuration and pricing, order entry and fulfillment
• Retail and trade marketing & distribution
• Field personnel deployment, service inventory optimization, repair and returns integration
• Agent and dealer management
• Marketing campaigns and telesales, customer response management
• Customer care and provisioning enablement
• Complex order management
• Billing front-end
• Fraud management front-end.

Patni’s CRM Technology Expertise
Patni has demonstrated competencies in industry solutions like Chordiant, salesforce.com and Siebel. Patni's CRM experts have also developed extensive functional and technical knowledge in Microsoft Dynamics and SugarCRM.

Chordiant
Patni is a Premier Partner of Chordiant globally and an acknowledged leader in providing Chordiant Implementation Services on time and within budget. Patni Chordiant Center of Excellence comprising 150+ trained consultants has been developing Chordiant solutions for more than 10 years. Enterprises can benefit from Patni’s Chordiant expertise to improve their overall customer experience, reduce customer churn, minimize retention spend, address issues like account management, campaign management or call center interactions, and increase revenues from individual customers.
Click here to read more

Salesforce.com
Patni has partnered with saleforce.com, the leader in the web-based, on-demand CRM solutions space to offer enterprises critical business applications and customer data at their fingertips, without the implementation and support hassles or the astronomical expenses associated with investing in new enterprise technology. Companies can gain instant CRM benefits without worrying about infrastructure management by leveraging Patni’s traditional strengths in enabling enterprises get onto the Cloud.

Siebel
Since 1999, Patni’s CRM Practice has been successfully delivering Siebel projects across all key industry verticals including banking, financial services, insurance, life sciences, manufacturing, media, retail, and utilities among others. Patni’s Siebel CRM expertise extends across the entire enterprise application life cycle – from assessment and implementation to maintenance and upgrades, and for all key Siebel Modules like Sales, Service, Marketing, Loyalty, Analytics, and Handheld solutions. Patni has been recognized as world-class team by Siebel products and services group and has an unrivaled success record across all Siebel Partners and all SI Classes

Why Patni
Patni's CRM implementation experience includes hands-on knowledge of ERP systems - including SAP R/3, Oracle Apps, and PeopleSoft; middleware - including WebMethods and IBM MQ Series; and reporting packages like Business Objects. Our consultants' experience ensures that Patni clients enjoy the advantage of optimum team sizes and a comprehensive upfront design approach.

Patni CRM implementation methodologies help mitigate risks — while keeping project costs on track. Phased execution and rigorous quality processes ensure on-time deliveries that meet objectives. Patni’s offshore teams provide a flexible resource for phased project execution and time bound CRM implementation. This gives clients the advantages of rapid team ramp-up and ramp-down as well as access to specialized technology and business-specific knowledge.

Patni’s Knowledge Management initiatives ensure that technology developments are quickly incorporated and translated into value. We continuously invest in re-usable objects, templates, and in-house tools that improve delivery time and increase quality.

Patni has a proven track record delivering CRM implementation and maintenance solutions to clients in diverse industries including manufacturing, consumer goods, insurance and financial services:

Some of our CRM implementation and maintenance projects include:

• Since 1998, Patni has provided CRM application maintenance and support to a leading US insurance company. Services included end-to-end implementations, several enhancement projects, and upgrades for three Contact Centers responsible for customer retention, support and claims.
• Patni was actively engaged in the Siebel 7.5 Call Center upgrade and Field Service implementation of a Fortune 500 company in the mail and document management business. Patni’s teams designed and configured complex interfaces, business logic and data migrations. Patni also provided a solution for assigning field service representatives and territory re-alignment. We also enhanced the company’s product configuration and pricing application.
• Over the past three years, Patni has worked with a major tobacco company to deploy and optimize vending and trade management applications in the company’s Asia-Pacific operations. We also implemented Siebel eConsumer for the company’s Customer Response Center.
• Patni has deep expertise in solutions for the telecom industry and has been associated with most of the leading players. Patni implemented Siebel eCommunications for the first MVNO in the US. Working closely with Siebel, Patni completed CRM implementation in less than 6 months and with an aggressive budget.