HAI Group - Microsoft Dynamics CRM

Public and Affordable Housing Solutions Provider Builds Better Customer
Relations with Microsoft Dynamics CRM

HAI Group serves the public and affordable housing community with special, niche insurance programs as well as other value-added products and services. The Company’s continued growth over the past 25 years and diversification into areas where members have identified needs, demonstrates the Company’s commitment to their more than 1,400 stakeholders. HAI Group is dedicated to providing reliable insurance, training, and software solutions in a manner which exceeds expectations. As a Member-owned organization, HAI Group has positioned itself as a recognized leader and expert in the public and affordable housing industry.

With Hitachi Solutions, HAI Group is able to:

  • Achieve robust marketing by utilizing ClickDimensions integrated with Microsoft Dynamics CRM for lead management, opportunities, and campaigning.
  • See a consolidated pipeline of its products, enabling business leaders make more informed sales projections.
  • Continuously find new ways to increase ROI by using functionality available in Microsoft Dynamics CRM.


We are looking for CRM to be a database system tool that our people can rely on. Whether in sales, marketing, underwriting, or account services; our CRM should provide a deeper insight of our Members and customers. Our goal is to make the data easily accessible and consistent, and CRM is the tool that is going to help us deliver.
- Carmela Avery, Operations Manager