SALESFORCE CRM CONSULTING IN NEW ZEALAND
Salesforce Partner & CRM Consultants in New Zealand
As a Salesforce Partner, Hatchit can help you plan and implement Salesforce, migrate from another CRM or improve an existing Salesforce environment around your sales, service, marketing and data requirements.
- Salesforce CRM Implementation & Configuration
- Sales, Service & Marketing Automation
- Data Migration & Systems Integration
- Training & Ongoing Salesforce Support
Authorised Salesforce Partner
New Zealand-Based Consultants
Supporting 200+ NZ Organisations
SALESFORCE CONSULTING & SUPPORT
Considering Salesforce or Looking to Improve Your CRM?
Whether you are selecting a new CRM or already using Salesforce, achieving the right result depends on how the platform is planned and configured around your processes, users, customer data and other business systems.
Plan and implement
- You are unsure which Salesforce products and features your organisation needs.
- You need to replace spreadsheets or another CRM without losing important customer information.
- Your implementation requirements, priorities or responsibilities are not yet clear.
Configure and improve
- Sales and service teams rely on inconsistent or manual processes.
- Salesforce no longer reflects how your teams work.
- Users find the system difficult to use or maintain.
- Available automation and reporting capabilities are not being used effectively.
Connect and understand
- Customer information is duplicated, incomplete or spread across different systems.
- Salesforce is disconnected from marketing, finance, service or other applications.
- Reports do not provide a reliable view of customers, pipelines or team activity.
Hatchit can help you plan and implement a new Salesforce environment or review an existing setup to improve its configuration, automation, integration and reporting.
SALES, SERVICE, MARKETING & AI
Connect Your Customer Teams with Salesforce
Salesforce provides connected solutions for managing sales, customer service, marketing and AI-supported processes.
Hatchit can help you select, implement and improve the products that are relevant to your organisation.
Sales Cloud
Service Cloud
Marketing Cloud
Agentforce
Improve Sales Follow-Up & Pipeline Visibility
Sales teams can miss opportunities when leads are assigned inconsistently, follow-ups depend on individual reminders or the pipeline does not reflect what is actually happening.
Hatchit can configure Salesforce Sales Cloud to help your organisation:
- Manage leads consistently: Capture, assign and prioritise leads so the right person knows what requires attention.
- Create a clear sales process: Configure opportunity stages, responsibilities and required information around the way your team sells.
- Reduce manual work: Automate reminders, approvals, record updates and routine follow-up activities.
- Improve customer visibility: Bring accounts, contacts, conversations and sales activity together in one place.
- Strengthen reporting: Create useful pipeline dashboards and forecasts for sales teams and managers.
Hatchit can design a new Sales Cloud implementation or improve an existing Salesforce CRM that is creating extra work or no longer reflects your sales process.
Need broader CRM guidance?
Explore our approach to CRM selection, implementation and optimisation.
Improve Case Management & Customer Service Visibility
Customer enquiries can be delayed or handled inconsistently when they arrive through different channels, responsibilities are unclear or service teams cannot easily access the customer’s history.
Hatchit can configure Salesforce Service Cloud to help your organisation:
- Manage enquiries consistently: Bring cases and customer interactions into one service process.
- Route work effectively: Assign, prioritise and escalate cases based on your teams, service levels and responsibilities.
- Connect service channels: Manage relevant email, messaging and other customer interactions within Salesforce.
- Support faster resolution: Give service teams access to customer history, knowledge and the information needed to respond.
- Improve service reporting: Track case volumes, response times, resolution progress and team performance.
Hatchit can design a new Service Cloud implementation or improve an existing setup where cases, customer information and service channels are not working together effectively.
Connect Customer Data, Campaigns & Marketing Journeys
Marketing becomes harder to manage when customer information is spread across different systems, campaigns require manual work or marketing activity is disconnected from sales and service.
Hatchit can configure Salesforce Marketing Cloud—now part of Agentforce Marketing—to help your organisation:
- Build useful audiences: Use customer information to create relevant segments for campaigns and journeys.
- Automate customer journeys: Set up communications based on customer actions, interests and lifecycle stages.
- Improve personalisation: Use available customer data to deliver more relevant messages across supported channels.
- Connect customer teams: Improve the flow of information and handovers between marketing, sales and customer service.
- Strengthen marketing reporting: Connect campaign activity with customer engagement and business outcomes.
Hatchit can plan a new Marketing Cloud implementation or improve an existing environment affected by disconnected data, manual processes or unclear reporting.
Need help connecting your marketing processes?
Explore our approach to marketing automation, customer journeys and system integration.
Explore Marketing Automation →
Apply AI Agents to Practical Business Processes
AI projects can fail to deliver value when the use case is unclear, the underlying data is unreliable or the agent is introduced without suitable controls.
Hatchit can help your organisation use Agentforce to:
- Choose a practical use case: Identify repetitive, high-volume work where an agent could provide measurable value.
- Connect trusted information: Give the agent access to the relevant Salesforce data, knowledge and business context.
- Define actions and workflows: Configure what the agent can do, such as answering enquiries, retrieving information, updating records or supporting routine tasks.
- Set controls and handovers: Establish permissions, instructions, guardrails and situations that require human involvement.
- Test and improve performance: Pilot the agent, review the quality of its responses and actions, and monitor whether it is delivering the expected outcome.
Hatchit can assess whether your current Salesforce environment is ready for Agentforce and help you move from an initial use case to a controlled, useful implementation.
Why Choose Hatchit as Your Salesforce Partner in NZ?
As an authorised Salesforce Partner, Hatchit provides New Zealand-based consulting and practical support for new implementations, CRM migrations and improvements to existing Salesforce systems.
Our business-led approach combines CRM, automation, data and integration experience to create a Salesforce environment that supports the way your organisation works.
We normally begin by reviewing your requirements and current environment. From there, we can recommend whether you need a new implementation, targeted improvements or ongoing support.
Consulting & Planning
Review your requirements, current processes, data and systems and define an appropriate Salesforce solution.
Implementation & Configuration
Configure Salesforce around your users, customer journeys, sales or service processes and reporting requirements.
Automation & Optimisation
Improve workflows, approvals, assignments, follow-ups and other processes that currently require manual work.
Data Migration & Integration
Prepare and migrate customer information and connect Salesforce with relevant business applications.
Training & Ongoing Support
Help users and administrators work with Salesforce and provide support as requirements change.
Salesforce Frequently Asked Questions
Is Hatchit an official Salesforce Partner in New Zealand?
Yes. Hatchit is an official Salesforce Partner providing consulting, implementation, integration, optimisation, training and ongoing support. We work with organisations in Auckland, Wellington and throughout New Zealand.
What should you look for in a Salesforce partner in NZ?
Consider whether the partner understands your business requirements, processes, data and existing systems. They should also be able to support implementation, integration, migration, user adoption and improvements after the initial project.
Can Hatchit help us determine whether Salesforce is suitable?
Yes. We can review your requirements, processes, customer data and existing technology to help determine whether Salesforce is appropriate and which products may be required.
Can Hatchit implement a new Salesforce CRM system?
Yes. We can assist with requirements, solution design, configuration, customisation, data migration, integration, testing, training and ongoing support.
Can Hatchit improve an existing Salesforce environment?
Yes. We can review how Salesforce is configured and used, then identify practical improvements to processes, automation, integrations, data, reporting and usability.
Does Hatchit provide Salesforce integration services?
Yes. We can connect Salesforce with other applications and data sources. The appropriate integration approach depends on the systems involved and how information needs to move between them.
Which Salesforce products does Hatchit support?
This page covers Sales Cloud, Service Cloud, Marketing Cloud and Agentforce. Hatchit can help identify which products and capabilities are relevant to your organisation.
Discuss Your Salesforce Requirements
Tell us whether you are considering Salesforce, planning an implementation or looking to improve an existing setup. We’ll review your requirements and contact you to discuss an appropriate next step.
