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.
