CRM & Data Management

Independent Consulting
Multi-Product Support
Setup and Training
Customisation and Integration 

What is CRM?

Customer Relationship Management (CRM) software helps you collect, store, and manage interactions with current and potential customers to help you improve customer experiences and drive revenue growth.

Many organisations use CRM for data collection and sales reporting, but when done well it also forecasts future growth projections, provides automated workflows, tracks customer buying cycles, scales your processes, saves time and optimises your entire business performance.

Arming your team with a CRM that compliments your sales processes and saves time will give you a competitive advantage.

In fact, CRM has one of the highest ROI’s of any sales technology.

“How you gather, manage and use information will determine whether you win or lose.”

-Bill Gates

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.

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.

The Leading Sales CRM’s for SME’s in NZ

Enterprise CRM’s

CRM and Marketing Automation

Resources


Essential Guide to Doing Great CRM

14 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

If 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


Hatchit – your CRM Partner

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.

Let us help you select, deploy and manage your CRM.

If you need a custom solution to meet your goals then please get in touch.