Hitachi CRM Essentials

When you invest in CRM, you need to know that you’re getting a complete solution without the need for expensive add-ons or complex development projects. We created CRM Essentials based on our decades of experience with over a thousand successful CRM implementations across every industry.


Hitachi CRM Essentials

Hitachi CRM Essentials helps you achieve a successful CRM implementation more quickly and at a lower cost, with an extensive library of plug-ins, controls, and customizations that enable you to meet all of your industry and business requirements with one, integrated CRM solution.

We understand that every CRM implementation is different. With CRM Essentials we spend less time on common tasks like web portals, data presentation and integration and more time on delivering a CRM solution that’s unique and customized to your business.


CRM Essentials helps you to:

  • Reduce the cost of delivery with a flexible customization framework and built-in capabilities that cover the most common CRM implementation scenarios
  • Keep pace with technology with an extensive library of scripts and controls that streamline the user experience and are continuously updated as CRM is updated
  • Provide a superior user experience with plug-ins and data integrations designed to help ensure successful CRM adoption and enhance productivity

Business Rules Engine

Deliver a CRM solution that matches the way your people work with user experiences that are streamlined, intuitive, and personalized to each job role. Our Business Rules Engine helps you to quickly build out business logic, evaluate it in action, and make adjustments over time as business needs change. Rapidly deploy automation solutions that streamline productivity without complex custom coding. Smooth transition to CRM.

JavaScript Library

Get a faster, more reliable CRM implementation that stays up to date with each new release of Microsoft Dynamics CRM. Our JavaScript Library provides over a hundred client-side scripts to handle everything from simple user interface enhancements to sophisticated data management and presentation.


Agent Desktop

Give customer service agents a single place where they can view customer information, access service applications, and capture customer interactions. Our Agent Desktop consolidates service apps and CRM tools into a single composite desktop, providing customer service reps with a streamlined user interface that empowers them to deliver better service, faster, over any interaction channel.

Portal Framework

Quickly deliver easy-to-use web portals that help employees, customers, and partners find information, interact, and get things done. Give employees access to the data and functions they need to do their job no matter where they are. Wow your customers with responsive experiences and enable them to interact in their preferred channel. Build stronger relationships with your partner network, including affiliates, suppliers, distributors, contractors, and more.

User Adoption Dashboard Screenshot

User Adoption Solution

User adoption is the ultimate factor in achieving CRM success. But if you don’t track how your people are using CRM, you can’t take the right actions to ensure adoption. The User Adoption Solution enables you to set adoption goals, track user activity against those goals, and take informed actions to address adoption blockers. Gain detailed insight into user activity and visualize it in real time to help ensure a smooth transition to CRM.

Editable Grid

Make data access, editing and organization more efficient with a configurable grid that facilitates returning specific data in a format which enhances user’s ability to manage data records and edit them all at once.


Hierarchy Visualizer

Navigate through account, contact or any other custom or standard entity in CRM with an easy to use graphical tool.

CRM + SharePoint Enhancement

Build upon the out of the box integration to SharePoint with robust functionality allowing subsite creation, nested subsites and email attachment stripping.


Plug-In Library

Quickly deliver CRM that’s customized to your business. Hitachi’s Customization Essentials is a collection of tools and plug-ins that enable you to address common CRM scenarios without custom coding or the purchase of third-party apps. Simplify and speed implementation and better focus on what is unique to your business, not on building solution infrastructure.

  • Calculated Field Plug-in
  • URLBuilder Plug-in
  • Autonumber Plug-in
  • Roll-up Plug-in
  • Email Attachment Stripper
  • Security profiles
  • Data Parser
  • CSV Exporter

Expert Services
Add the Right Team and Approach to Your Industry Solution Equation

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Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.

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Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

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All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

Ongoing Support

Our dedicated global support teams ensure that issues are resolved in the quickest possible timeframe so you can stay focused on your business. Our breadth and depth of knowledge provides continuous support ranging from troubleshooting, deployment and environment management.

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Personal Attention

Hitachi Solutions’ ongoing support provides personalized attention through in-house functional and technical Microsoft AX, CRM and BI experts available via phone, email, Skype, whatever works best for you when you need us.

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Predictable Cost

You stay connected with a dedicated pool of Microsoft experts on a predictable, monthly service plan. There are three tiers: Gold, Silver and Bronze each with an allocation of hours which can be used however you need.

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The Power of 3

Experience has taught us that the right team of three can cover the breadth of information required to keep a system live and thriving. We build our support teams right and support them with our global resources.

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