The Microsoft Cloud Hitachi Solutions Software Expert Services Ongoing Support
Your Complete, Ready-To-Use Vertical Solution
Each Industry Cloud is powered by the Microsoft Cloud plus Hitachi Solutions’ vertical specific software. We leverage years of experience and expertise with Microsoft AX, CRM and Business Intelligence to build solutions that hit the sweet spot for each vertical and provide an incredibly simplified experience. > Read more…
Our approach to implementation ensures results by focusing on your business goals. We help prepare your organization to successfully adopt and leverage new systems and capabilities. Our own project delivery methodology ensures quality, manages risk and promotes efficiency so you can drive value for your business by utilizing our vertical solutions and experience. > Read more…
Success is a journey which doesn’t end at go-live: it begins. Our dedicated support teams are positioned around the world, ensuring that issues are resolved in the quickest possible timeframe, keeping you focused on your business. Our Live Support services range from troubleshooting, monitoring and environment management, to a long-term dialogue, on your terms, so your systems evolve and grow with your business. > Read more…
Hitachi CRM for Asset Management
Business Development and Marketing
Communicate the right messages to the right people with a set of unified tools for creating target communication lists so you can plan campaigns, execute on your marketing plan, and measure results and ROI through communication management, campaign management and event management capabilities inside of CRM.
Document Management and Reporting
Enhance the productivity of your people by giving them secure, managed access to agreements and other client artifacts so they can better execute on deals. CRM provides the reporting capabilities needed to achieve greater visibility into opportunities, at risk or vulnerable clients, activities, and trade details surfaced via dashboards and homepages that have been tailored for the individual users within your organization.
Display information from back-end systems and third party providers inside CRM to help ensure relationship managers and supporting team members have everything they need to serve the client. Integration can include portfolio management systems, trade data and other common feeds as well as enrichment sources for client and consultant data such as MMD™, and advisor data sources such as Discovery™.
Watch our Video: Hitachi Solutions Asset Management Solution for Microsoft Dynamics CRM
Asset Management Solution for Dynamics CRM
Hitachi Solutions has tailored Microsoft Dynamics CRM to meet the needs of top-tier asset management companies. Operating directly within the familiar Microsoft Outlook application and serving as the hub of the advisor workstation, our Asset Management-configured solution for CRM 2013 can produce reports and dashboards on key metrics, including closed deals MTD or YTD, total AUM, total net new assets, prospecting activity, sales pipelines, top referral sources, household growth opportunities, average sales cycles, production goals, fees vs. commission activity, and at-risk clients.
Hitachi CRM Essentials
Hitachi CRM Essentials helps you achieve a successful CRM implementation more quickly and at a lower cost. It provides an extensive library of plug-ins, controls, and customizations that enable you to meet all of your industry and business requirements.
– Hitachi CRM Essentials includes:
- Business Rules Engine
- Agent Desktop
- Portal Framework
- User Adoption Solution
- Editable Grid
- Hierarchy Visualizer
- CRM + SharePoint Enhancement
- Plug-In Library
Add the Right Team and Approach to Your Industry Solution Equation
We assign an expert team to focus on your business. Use them for whatever services you choose: fixing issues, maintaining and managing systems, adding richer functionality and more.
Subscribe to an allocation of hours from our dedicated pool of Microsoft Dynamics and BI experts on a predictable, monthly service plan. Three tiers, Gold, Silver and Bronze, help you choose the service level and price that’s best for you.
The Power of a Team
Experience has taught us that the right team of two or three experts can cover the breadth of information required to keep a system live and thriving. We build our support teams right and back them with all the experience of our global team.