CRM & Data Management

Hatchit – your CRM & Data Management partner

Independent Consulting  |  Multi-Product Support  |  Setup, Training and On-going Services  |  Customisation and Integration
 

Hatchit is proudly independent and supports multiple CRM & Data Management platforms in New Zealand. 

If you need to integrate with other products or a custom solution to meet your goals then please get in touch.

What is CRM?

Marketing automation platforms are the systems that help marketing teams take their campaigns to market across a variety of channels in a single location — thus removing the repetitive, tedious tasks that can slow lead generation down.

If CRM is the central information store of your organisation, then marketing automation is the creativity that powers the activity that gets your company moving.

Many organisations use marketing automation for list-building and email marketing, but many platforms also have tools to help you qualify and score prospective customers, nurture existing contacts, and forecast how your marketing activity is contributing to overall KPI’s.

 

Empowering your marketing team with a suite of robust automation tools will allow them to build trust and relevancy with potential customers at scale.

Frequently Asked Questions

How much will it cost?

Historically CRM has a reputation for being expensive. However, the reality is that you can climb aboard with any budget. It all depends on your needs, but deployment could cost anywhere from literally nothing to upwards of $200 per user each month. Here are some considerations:

  • Number of users
  • Size of customer database (actual or anticipated)
  • Implementation needs
  • Technical support needs
  • Customisation required
  • User training

What should I know in advance?

To some extent this will depend on what you need, but here are some common questions that people ask during the selection process:

  • Do I need a CRM to have any industry-specific features?
  • How easy is it to access information?
  • Is it easy to view or sort information based on my chosen criteria?
  • Are there any reports/dashboards included?
  • How easy is it for my users to learn?
  • What are the support options?
  • Are there any data storage limits and what are the additional costs?
  • What does the upgrade path look like?

These are just a start. For a smooth selection process, consider coming up with a personalised checklist for your business needs.

Can I integrate with other products?

Yes, and you should! Virtually all CRM’s have native integration capability with the widely-used marketing, finance, business intelligence, customer service and other popular platforms.

Some products may require custom development to integrate with other platforms – but if you work with an expert software partner it’s usually all possible.

What do you get from a CRM partner?

You’ll get expertise in all aspects of CRM deployment from product selection, best-practice setup, customisation, integration and training.

Above all, you get the sense of being in safe hands – do it once, do it right.

With us, you get the guarantee of a smooth implementation. We’re vendor-neutral which means we work with you to find the processes, people, and technology you need to exceed your goals.

Everything we do will show a direct return on investment, be it in revenue growth or time saving.

It’s about straight-forward thinking you can follow, with a dash of hustle when needed.

Essential Guide to Doing Great CRM

15 years worth of tips, tricks and a few common gotcha’s to avoid.

Practical advice and comprehensive information on setting your CRM strategy, selecting the right system, implementation and how to tackle user adoption.

Get the Hatchit eBook that contains everything you need to know on how to make your CRM an invaluable sales resource.

CRM Requirements Checklist

f you’re planning to implement CRM or make changes to an existing system, it’s best to take some time to be sure you’ve got all your requirements covered.

Use a documented checklist to help.
 

Please Enter Your Name and Email to Access our CRM Checklist

what you get

Hatchit – your CRM Partner

Let us help you select, deploy and manage your Marketing Automation software.

 

Hatchit is an independent software consulting firm, specialising in CRM and Client Management software in New Zealand.

We work with new and existing CRM users to select, set up, and leverage their software through a wide range of professional services that include implementation, reporting, consulting, data migration, system integration, project management and database administration.

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