Microsoft Dynamics CRM

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Microsoft Dynamics CRM – features & capabilities

Connect your team to powerful business tools – Microsoft Dynamics CRM is a powerful set of tools, apps and platforms that combine to drive optimization of business intelligence, social insights, campaign management and many other relationship drivers. Additionally, integration with Office 365, Skype, Yammer and Power BI is just the tip of the iceberg when it comes to connecting your team with powerful business tools.

Unparalleled insights – Dynamics CRM provides members of your organization with insights into customer account, sales opportunities, account activities, relationships, and more so that you can have a system that simplifies processes and helps you scale as your business grows.

Enhance relationships and collaboration – More than just sales, service, and marketing, a CRM system can provide mobile access, as well as access within Microsoft Outlook, to an organization so that employees are empowered to build their pipeline, enhance their relationships with customers and collaborate with internal team members.

A few of our satisfied clients

Berkshire Partners

Berkshire Partners, the Boston-based investment firm, has invested in over100 middle market companies since 1986 through eight investment funds with aggregate capital commitments of $11 billion.

CSX

CSX Corporation, is one of the nation’s leading transportation suppliers moving a broad portfolio of products across the country in a way that minimizes the effect on the environment. Also reducing fuel consumption, traffic, & transportation costs.

Pyrotek

Pyrotek is a leading international company supplying aluminium, foundry, glass, zinc, steel, noise control and hearth customers with performance improving technical products, integrated processing systems and consulting services worldwide.

Our Microsoft Dynamics CRM solutions

Dynamics CRM for Banking

A customer relationship management solution built for the specific needs of Banking firms.

Built on the framework of Microsoft Dynamics CRM, our solution transforms account-centric banks into customer centered enterprises. Hitachi Solutions’ CRM packages for banking organizations integrates with existing core banking systems and data to deliver a complete 360 degree view of customers. With Hitachi Solutions, customizations for retail banking, commercial banking, and wealth management. Hitachi Solutions can help your employees efficiently and effectively market, sell, and provide banking services.

Integration With Core Systems

CRM is a single, unified source of customer data, with integration into marketing, lending, service, and other core systems.

Differentiated Client Experience

Build a more client-centric corporate culture and help your team members sell and service effectively with a true 360° view of your client.

Uncover Opportunities

Grow revenues by building greater efficiency in every stage of the client lifecycle and expose opportunities to cross-sell and up-sell other financial products.

Greater Collaboration

Allow all commercial banking units and other line of business users to collaborate, increase referrals, and broaden relationships with clients. Small business lending, mid-market lending, equipment financing, and commercial real estate lending will all see the same view of the customer and be able to coordinate on activities and strategy.

Streamline Processes

Automate and streamline multi-stakeholder processes, like onboarding and RFP responses, with flexible workflows built specifically for commercial banking.

Complete MRM Solution

Credit unions become more member-centric, and less account-centric, when they start with a 360° view of their members. Account data can be surfaced in CRM, and rolled up into member household records. The member, not the account, becomes the focus of your organization’s efforts.

Member Management and Retention

Proactively reach out to your members to let them know you are a trusted advisor. Know in real time which members are at risk of hardship and which ones are candidates for additional services.

Streamline Processes

Automate and streamline time-consuming manual process, like account opening and referrals, with flexible workflows built specifically for credit unions.

Marketing Efficiencies

Marketing automation makes it easy to build detailed member profiles and lists as well as create, track, and follow-up on targeted cross-sell and up-sell marketing campaigns. True ROI becomes visible when campaign activities are synched with referrals and closed opportunities.

Integration with Core Systems

CRM for banking offers a single, unified source of customer data, with integration into marketing, lending, service, and other core systems. Integration with branch and tellers systems allows all customer-facing team members to become a valuable part of the sales and marketing team.

Customer, Household & Account Management

Banks become more customer-centric, and less account-centric, when they start with a 360° view of the customer. Account data can be surfaced in CRM, and rolled up into household records.

Marketing Efficiencies

Marketing automation makes it easy to build customer or lead lists as well as create, track, and follow-up on targeted cross-sell and up-sell marketing campaigns. True ROI becomes visible when campaign activities are synched with referrals and closed opportunities.

Differentiated Client Service

Streamlined service delivery with easy access to consolidated customer data and tools that automate cross-department collaboration and follow-up that are required to deliver superior service.

Additional resources & success stories

Dynamics CRM for Capital Markets

A customer relationship management solution built for the specific needs of Capital Market firms.

Hitachi Solutions has built customer relationship management (CRM) solutions to meet the unique needs of Capital Market firms. Built on the framework of Microsoft Dynamics CRM, our solution integrates with existing systems and data to deliver a centralized, 360 degree view of customers, deals, and funds so you can have a consistent and holistic view of your business. Our Capital Markets solutions cater to Private Equity Firms, Asset Management Firms, Wealth Management Firms and Investment Banks.

Relationship Management

Profile and segment key relationships among clients, pensions, endowments, foundations, official institutions, defined contribution, sub-advisory, and financial intermediaries.

Opportunity Management

Track and manage the opportunity life cycle with real time visibility of opportunities by stage. Take a holistic view of your opportunities with connections to all key people and organizations that are associated with the deal such as consultants, internal team members, and clients.

Distribution Management

Track and manage distribution lines and performance of dealers, branch offices and individual reps.

Client Management & Operations

Track and manage service requests. Facilitate account setup and on boarding process based on workflow events.

At Risk Business Management

Track and manage accounts and performance, as well as changes impacting client positions.

Correspondence

Create and manage pitch response, RFP and RFI process management, and content library integration.

Hitachi Solutions’ CRM for Investment Banking and Advisory, powered by Microsoft Dynamics, offers firms a practical solution that helps advisory firms effectively manage and foster relationships across corporate clients, partnerships, financial sponsors, strategic buyers, government entities, and other institutional constituencies. Our comprehensive solution includes capabilities that focus on all aspects of the advisory business and the client lifecycle, to include business development, engagement management, and relationship development. Our purpose-built relationship management for Investment Banking & Financial Advisory include:

  • Relationship Module
  • Deal & Engagement Module
  • Business Development and Marketing Module
  • Dashboards and Reporting Module
  • Document Management and Portal Module
  • Integration Toolbox Module
Fundraising

Generate LP leads, connect with external sources to identify prospects, and track fundraising opportunities across funds and investors.

Deals

Investments can be tracked throughout their lifecycle, and the relevant relationships will remain intact. Manage due diligence, including CIMs, LOIs, legal documents, and term sheets in one central location. Track and manage the financial reviews of your deals. Organize and track financing sources and co-investors.

Investor Communications

Managing investor communications, including Capital Call announcements, distribution notices, and other pertinent investor events.

Contact Management

CRM for financial advisors replaces the chaos caused by multiple contact repositories with one contact source that is centrally managed and intelligently updated. Updates can be made by individuals in your firm and can leverage social networks and business data sources to ensure accuracy. CRM for financial advisors also creates a record of employment history as your contacts move around.

Investor Relations

Maintain a centralized view of your investors, including roles, performance, and activities. Manage investor correspondence with capital call and distribution list creation.

Contact Household Management

Identify, manage, and track relationships between households, clients, and prospects. Holistic 360-degree view of all client and household assets and liabilities, as well as financial and insurance product detail.

Activity & Service Engagement

Track, manage, and plan all activities between your firm and your clients. Automated workflows remind advisors and support staff of review meetings and tasks.

Real-Time Reporting

Consolidated view of portfolio holdings, transactions, and market values. Manage sales pipeline and set internal production goals. Identify household growth opportunities and at-risk clients. Track fees and commission activity.

Event Management

Plan client appreciation luncheons and educational seminars on retirement planning, college savings, and estate planning. Track responses and subsequent opportunities to understand real ROI of your events.

Client Document Archiving & Management

Manage onboarding paperwork and KYC/AML compliance with seamless document system integration. Centralize prospectuses, investment proposals, financial planning hypos, and research reports.

Additional resources & success stories

hs-asset-management-video
A Day in the Life of a Relationship Manager for an Asset Management firm
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A Day in the Life of a Senior Associate for Investment Banking
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A Day in the Life of a Partner in a Private Equity Firm
hs-wealth-video
A Day in the Life of a Financial Advisor for a Wealth Management Firm

Dynamics CRM for Health Plans

Microsoft Dynamics CRM for Health Plans solution is built for the specific and unique needs of health insurance carriers.

Built on top of Microsoft Dynamics CRM, our solution transforms policy-centric organizations into customer centered enterprises. Our solution for Health Plans integrates existing systems and data to deliver a complete 360° view of customers, enabling you to market, sell, and service customers efficiently and effectively.

Report Automation and Compliance

Take your updated policy notes with you, or follow up with a customer wherever you go. All of our solutions can be accessed using your tablet or smart phone. Our mobile options range from our free, mobile browser solution, to a native mobile client built specifically for your device. Hitachi Solutions also offers a mobile portal framework that could be leveraged in your business environment.

Enrollment And Renewal Management

Health Plan Service organizations often have unique security and regulatory issues that require a customized deployment option. Whether you use a cloud, hosted, or hybrid approach, Microsoft CRM provides you with the choices and flexibility to make sure your case management CRM deployment is the best fit for your budget and long term security model.

Group Management

Microsoft Dynamics CRM provides access to account information through a familiar Microsoft Outlook experience to ensure rapid user adoption and fast results. You can view your e-mails from customers and then view their contact information without ever leaving Outlook. Emails, appointments and tasks can be seamlessly tracked in CRM to provide efficient and effective collaboration.

Manage and segment prospects for targeted marketing. Streamline the quotation process between sales and underwriting with automated workflows and guided processes.

  • Group Management – CRM solutions for medical administration let you manage groups and their owned policies. Plan for next year’s group changes and copy complete policy and rate information with our cloning feature.
  • Report Automation & Compliance – Manage important data and get it into the hands of members, agents, providers, and employers. Produce compliant reports quickly with pre-set templates.
  • Enrollment & Renewal Management – Manage enrollment and renewal processes with a single tool. Streamline business processes and maintain data integrity. Our carrier solution has produced significant ROIs based on the reduction of time it takes to perform enrollment and renewal processes.
  • Streamlined Operations – Manage policies and plans with 360° views of both groups and policy holders. Both sales and marketing can leverage the flexible pre-configured workflows for real business process improvement.
  • Improved Customer Service – Manage support cases by individual, group, producer, or agent. Telephony integration with CRM offers quick access to relevant data and improved customer service. Empower client-facing professionals to identify next-best products to customers at the right time.
  • Mobile Capability – Take your updated policy notes with you, or follow up with a customer wherever you go. All of our solutions can be accessed using your tablet or smart phone. Our mobile options range from our free, mobile browser solution, to a native mobile client built specifically for your device. Hitachi Solutions also offers a mobile portal framework that could be leveraged in your business environment.
  • Flexible Capability – Health Plan Service organizations often have unique security and regulatory issues that require a customized deployment option. Whether you use a cloud, hosted, or hybrid approach, Microsoft CRM provides you with the choices and flexibility to make sure your case management CRM deployment is the best fit for your budget and long term security model.
  • Works With Outlook – Microsoft Dynamics CRM provides access to account information through a familiar Microsoft Outlook experience to ensure rapid user adoption and fast results. You can view your e-mails from customers and then view their contact information without ever leaving Outlook. Emails, appointments and tasks can be seamlessly tracked in CRM to provide efficient and effective collaboration.
  • Centralized Policyholder Information – Integrate sales, marketing, and service functions to allow agents and service reps to access information across departments, product lines, channels, or intermediaries. Identify connections between policy holders and household members.
  • Individual Sales & Marketing – Our case management CRM solutions include integrated online application capabilities and the ability to leverage historical quote activity for outbound marketing activities. Understand real ROI with website analytics and multi-channel campaign management.

Additional resources & success stories

Dynamics CRM for Insurance

A customer relationship management solution built for the specific needs of general, life and specialty Insurance firms.

Insurance CRM is a customer relationship management (CRM) software solution built for the unique needs of insurance organizations. Built on the Microsoft Dynamics CRM 2013 platform, our solution transforms policy-centric organizations into customer and agent centered enterprises. Users have a complete, 360 degree view of their customers and can market, sell, and service efficiently and effectively. In addition to general insurance agency CRM solutions, we also offer distinct, custom-made solutions for Property and Casualty Insurance and Life Insurance.

Drive Organic Growth

An integrated, 360° view of your client’s highlights organic sales opportunities with your existing customers as well as new leads.

Agency Performance Management

360° profile view of your agency and agents. Visibility into all interactions, including emails, telephone calls, appointments, tasks, call reports, and agency visits throughout the organization are compiled into a single view about a customer. Key Performance Indicators (KPIs) that are stored in multiple systems can be fully integrated and measured dynamically, including Submissions YTD, Premiums YTD, Loss Ratio, Agency Segmentation and Performance by line of business, Historical Agency Data, Net Promoter Scores (NPS), and much more.

Policy and Claims Management

Centralized view of policy information can be shared across departments and product lines and can be utilized for trend analysis and marketing strategy. Insurance document management systems are surfaced in CRM software for a seamless experience.

Integrated Systems

Integrate existing or custom-developed underwriting policy and application systems in a single, complete view of your customer.

Streamlined Marketing

Create integrated, multichannel marketing campaigns and track responses and close rates. With a standardized view of your customer, marketing efforts can be streamlined with a single voice and targeted for real ROI.

Real-Time Collaboration

Resolve cases and increase underwriting throughput.

Built For Carriers

Exclusive business entity model allows for visibility into the connections between clients, agents, agencies, household members, and policies. A true 360° view of customers allows you to effectively deploy customer relationship management strategies geared specifically towards the insurance industry.

Centralized Policyholder Information

Integrate sales, marketing, and service functions to allow agents and service reps to access information across departments, product lines, channels, or intermediaries. Identify connections between policy holders and household members.

Streamlined Marketing

Create integrated, multichannel marketing campaigns and track responses and close rates. With a standardized view of your customer, marketing efforts can be streamlined with a single voice and targeted for real ROI.

Policy And Claims Management

Centralized view of policy information can be shared across departments and product lines and can be utilized for trend analysis and marketing strategy. Document management systems are surfaced in CRM for a seamless experience.

Agency Performance Management

360° profile view of your agency and agents. Visibility into all interactions throughout the organization, including emails, telephone calls, appointments, tasks, and agency visits can be compiled into a single view of the customer. Key Performance Indicators (KPIs) that are stored in multiple systems can be fully measured dynamically through integration, include Submissions YTD, Premiums YTD, Loss Ratio, Agency Segmentation, Performance by line of business, Historical Agency Data, Net Promoter Scores (NPS), and much more.

Additional resources & success stories

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