CRM Consulting & Customer Experience

Independent CRM Consulting | Implementation | Integration | Optimisation

 

Bring your customer data, sales, service and marketing processes together with CRM solutions designed around the way your organisation works. Hatchit provides independent CRM consulting and implementation to help you choose the right technology, improve customer experiences and get more value from your CRM.

CRM consulting for better customer experiences

Turn Your CRM Into a Better Customer Experience

A successful CRM should do more than store customer information. Your teams should be able to see who they’re dealing with, understand previous interactions and find the information they need without searching across different systems.

When that doesn’t happen, customer information becomes fragmented, reporting gets harder and people start creating workarounds outside the CRM.

We help bring your technology, customer journeys and business processes together so your CRM becomes genuinely useful to the people who rely on it every day.

Customer Data • Sales • Service • Marketing • Reporting & Insights

How We Can Help

Hatchit can help at any stage of your CRM journey — from defining what you need and choosing the right platform to implementation, integration and improving an existing CRM.

We configure CRM around your business processes and customer journeys, support CRM data migration and management, and connect your CRM with marketing, finance, customer service and other business systems.

With better integration, automation, analytics and reporting, your teams can spend less time on manual work and have a clearer view of customers, sales performance and business outcomes.

Strategy & Requirements • CRM Selection • Implementation & Customisation • Data & Migration • Integration & Automation • Analytics & Reporting

What Better CRM Can Deliver

✓ Better Customer Visibility
✓ Cleaner Data
✓ Less Manual Work
✓ Connected Systems
✓ Better Reporting
✓ Stronger CRM Adoption

CRM implementation integration and CRM optimisation

Explore Specific CRM Solutions

Looking for support in a particular area? Explore our specialist CRM solutions for customer service and fundraising organisations.

Customer Support & Helpdesk

Improve customer service with connected support systems, better customer visibility and more efficient service processes.

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Fundraising & Donor Management CRM

Manage donor relationships, fundraising activities and supporter data with CRM solutions designed for fundraising organisations.

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Independent CRM consulting services and CRM solutions

Why Work With Hatchit?

We’re not tied to a single CRM platform. We take an independent approach, helping you choose and improve technology based on your requirements, processes and wider business environment.

Independent Advice

Recommendations based on your requirements, not a single platform.

Multi-Platform Expertise

Experience across leading CRM platforms and different business environments.

Implementation & Integration

CRM configured around your processes and connected with the systems your teams rely on.

Ongoing Support & Optimisation

Continued improvement as your business and requirements evolve.

Zoho • HubSpot • SugarCRM • Salesforce • Microsoft Dynamics • Freshworks • Pipedrive

Already Using a CRM?

You May Not Need to Replace It

If your CRM isn’t delivering what you expected, replacing it isn’t always the answer.

Better configuration, cleaner data, useful integrations, automation and clearer reporting can often make a significant difference. We can assess what’s working, what’s getting in the way and where improvements will have the most impact.

Configuration • Data • Integration • Automation • Analytics & Reporting • Support

Let's Make Your CRM Work Better

Whether you are selecting a new CRM, planning an implementation or improving an existing system, tell us what you need help with. A New Zealand-based consultant will review your requirements and contact you to discuss a practical next step.