BUILD STRONG, LONG-LASTING CUSTOMER RELATIONSHIPS

Why Hitachi SolutionsWe o�er deep industry expertise combined with decades of experience providing high-value solutions that deliver rapid return on investment. Our implementation methodology is designed to give you a faster, lower-risk implementation and rapid adoption through proven best practices.

It starts with core technologies built on the Microsoft Dynamics 365 platform so you can get up and running quickly. We extend that with our own industry modules that give you capabilities designed for common industry scenarios. Finally, we customize the solution to provide the best fit for your business, so you can focus on your unique strengths, not on basic technology.

This approach is designed to give you:

• Faster delivery, with core technologies already in place• Lower cost with less time and money spent on custom development• Higher quality delivered through technology and expertise that’s focused on your industry• A solution that’s customized for your business and based on your requirements and business needs

Hitachi Solutions CRM for Dealer Management is designed to give the heavy equipment dealership unprecedented digital insight into all their business data, including customers, equipment, suppliers, and service contracts, so they can identify strong sales opportunities, quickly prepare quotes, and deliver valuable service through the lifetime of the machinery.

Our solution helps you build relationships with manufacturers and end-customers that are strong, profitable, and long-lasting.

Hitachi Solutions CRM for Dealer Management enables heavy equipment dealers to:

• Drive successful sales engagements with streamlined quoting, sales activity management, complete customer knowledge, and product configurations at your fingertips

• Close service deals quickly through e�cient sales collaboration and analytics that help you find new opportunities inside and outside of your existing customer base

• Build strong relationships with customers, suppliers, and manufacturers through better visibility into relationship history, customer loyalty, service contracts, and the order pipeline

Hitachi Solutions CRMfor Dealer Management

Ensure a consistent stream of ongoing service revenue by identifying strong opportunities, selling more contracts, and better managing the ones you have.

• Equipment profiling—Capture and track equipment soldand owned, parts sales, and service activities so you canidentify sales opportunities and make the right o�er atthe right time.

• Opportunity management—Identify and execute on newopportunities by getting the equipment sales and serviceside working together through a consistent and e�cientprocess.

• Case management—Manage service cases and track themto completion so you can measure performance andimprove over time.

• Service contract management—Gain comprehensivevisibility into service contracts and scheduledmaintenance so you can ensure that each customer getsthe best possible service.

Dealer Service Module

Track your relationships with manufacturers and customers so you can make sure you have all the information you need for each sales opportunity and service incident.

• Account 360—Gain a complete view of each customer,including purchase history, brand preferences, and salesopportunities.

• Contact management—Track all your business contactsin one place so you always have access to the mostup-to-date information.

• Market information—Track market data from industrysources to better target customers for equipment andservice opportunities.

Relationship Management

Generate accurate quotes quickly and track exactly what was sold to the customer. Foster smooth collaboration between sales teams and with the service department.

• Quote management—Speed quoting by putting allinformation and processes you need in one place, alongwith complete quote tracking and account history.

• Product configuration—Give your sales sta� completeand up-to-date product catalog and configuration data.

Quote Management

Give your sales teams all the information they need in one place alongside automated sales processes that reduce busy work and give them more quality time with customers.

• Sales management—Streamline sales with automation,pipeline reporting, and performance management tohelp you improve and focus your sales e�ortsappropriately.

• Activity management—Capture and track tradeevaluations, manufacturer demos, equipment rentals,and other sales activities typical to your business.

• Sales reporting—Better forecast sales, identify newopportunities, and respond quickly to changing marketconditions.

Dealer Sales Module

us.hitachi-solutions.comIrvine - 949.242.1300 / Greenville - 864.250.2170 NA.Marketing@hitachi-solutions.com