Why REGALOS chose HappSales -
and switched from Salesforce.
How a leading corporate gifting brand replaced a complex, expensive CRM with a tailored solution that addressed every pain point - powering measurable sales transformation from leads to collections.
A frontrunner in corporate gifting,
built on deep market expertise.
Established in 2015, REGALOS has emerged as a leader in India's corporate gifting industry. Headquartered in Bangalore, the company handles everything from strategy and sourcing through curation, packaging and shipping - under the leadership of founder and CEO Nandakumar R., whose two decades of market experience and clear vision shaped the business from day one.
Eight bottlenecks holding back
a growing operation.
As REGALOS scaled, the cracks in their existing systems started to show. Information lived in spreadsheets, leads went missing, and growing complexity outpaced the tools they had. They identified eight specific issues that needed to be solved before further growth was possible.
No way to measure productivity
Sales productivity was opaque - and what couldn't be measured couldn't be improved.
Poor team collaboration
Communication gaps between teams slowed everything down and hurt organisational efficiency.
Information in silos
Data lived across multiple sheets with limited visibility, limited accountability, and no single source of truth.
Indiamart leads slipping away
Leads from platforms like Indiamart were getting missed. Leakages and missed follow-ups directly impacted revenue.
Knowledge lost to attrition
When employees left, critical client information and live opportunities walked out the door with them.
No control over the pipeline
Without visibility into deal progress, the team couldn't reliably forecast or coach reps through stuck deals.
Clients in the dark on orders
The team couldn't proactively update clients on fulfilment status - leading to dissatisfaction and reactive firefighting.
Collections out of sight
No structured way to track revenue collections meant cash-flow surprises and avoidable delays.
A tailored CRM -
everything they needed, nothing they didn't.
Rather than force REGALOS to bend around a generic platform, the HappSales team built the deployment around how REGALOS actually works. The result was a focused system covering the entire revenue cycle - leads through fulfilment through collections - with a powerful dashboard for management and a mobile app for the sales force.
What HappSales deployed
An end-to-end client-facing platform spanning lead capture, pipeline management, order fulfilment workflows, and accounts receivable - all on one record per client. Indiamart was integrated directly to plug the lead-leakage hole.
The mobile CRM app gave the sales team everything they needed on the move; the management dashboard gave leadership real-time visibility into pipeline, productivity, collections, and fulfilment health.
HappSales offered an amazing solution that addressed all our pain points and helped improve our productivity. Their dashboard and user interface are the best.
Nandakumar R. · Founder & CEO, REGALOS
Seven outcomes -
across every part of the operation.
REGALOS' transformation showed up not in one big number, but in a quietly compounding set of operational wins. Each one mattered on its own; together they added up to a sharper, faster, more profitable business.
A unified system - automated lead capture, qualification, nurturing, and conversion - turned the sales process into a predictable engine. Powerful dashboards let the management team measure and improve the critical sales parameters that actually moved the number. Revenue grew significantly off this focused approach.
Direct Indiamart integration stopped lead leakages at the source - every inbound lead landed in the CRM, ready to be qualified. Weighted pipeline, deal probability and sales velocity metrics made business predictability real for the first time.
An intuitive CRM with a strong mobile app meant reps could manage client details, deal progress, and daily activities without friction - capturing every interaction in the moment rather than at the end of the week.
A structured cadence on collections turned receivables from a scramble into a routine. Timely payment follow-ups smoothed cash-flow and removed the late-month surprises that used to derail operations.
A clean order-management workflow let every department update fulfilment status in real time. Sales could proactively brief clients on order progress - and that transparency drove a dramatic lift in client satisfaction.
The management team finally had the dashboards and metrics to run effective performance reviews - across both pre-sales and post-sales activities. The cumbersome spreadsheets were retired for good.
Organisational efficiency improved across every client-facing function: lead management, deal conversion, order fulfilment, AR, and account management. Lower operational costs lifted profitability without any cuts to capability.
Considering Salesforce? Look at HappSales first.
A tailored AI CRM for B2B revenue teams - faster to deploy, easier to use, friendlier on your budget. See it on your real workflow in a 30-minute demo.
Book your demo →How REGALOS transformed their business using HappSales?
About Regalos
Established in 2015, Regalos has emerged as a frontrunner in the Corporate Gifting industry based out of Bangalore, India.
Regalos’ CEO, Nandakumar R has leveraged the company with his excellent knowledge of the market, rich experience of over two decades and strong vision of future potential. The company handles everything from strategy, sourcing and curation to packaging and shipping.
We chose HappSales because they offered a highly customized solution tailored to our business needs. Their team effectively addressed all our pain points, making HappSales a better option than our initial choice, Salesforce. Salesforce was not only more expensive but also overloaded with features that would not add value to our business.
Nandakumar R., Founder & CEO - Regalos
Challenges
While scaling their business, Regalos felt the need to address a wide array of challenges. Some of the most important ones they wanted to solve are as listed below -
- They were unable to measure and improve sales productivity
- Poor collaboration among team members slowed down organization efficiency
- Information was lying in silos in multiple sheets; with limited visibility & accountability
- Leads from platforms like Indiamart were getting missed. Lead leakages and lack of follow-ups adversely impacted revenue.
- Critical client information and sales opportunities got lost due to employee attrition
- They were struggling to get control over their sales pipeline and deal progress
- Team members were unable to proactively update clients about the status of their orders. Inefficient client communication on order fulfillment led to dissatisfied clients
- Inability to track revenue collections led to cash-flow issues
