Marketing Automation Consulting & Services
Lead Management | Customer Journeys | CRM Integration
Connect your marketing, customer data and sales processes with automation that helps you engage the right people, reduce manual work and create more consistent customer journeys.
Hatchit helps New Zealand organisations develop their marketing automation strategy, select and implement the right technology, integrate it with CRM and other business systems, and get more value from existing platforms.
New Zealand-Based Consultants
Platform-Independent Advice
Supporting 200+ NZ Organisations
Marketing Automation Platforms
Grow Your Marketing Without Adding More Manual Work
As your organisation grows, customer information, campaigns and follow-up can become harder to manage across different people and systems.
Scattered Customer Information
Customer and lead data is stored across your CRM, email platform, spreadsheets, website forms and individual inboxes.
Inconsistent Lead Follow-Up
Enquiries are not always assigned, nurtured or followed up at the right time.
Too Much Manual Work
Teams repeatedly update records, export lists and move information between disconnected systems.
Disconnected Marketing and Sales
Marketing has limited visibility into sales outcomes, while sales lacks context about previous customer engagement.
Underused Technology
Poor configuration, disconnected data and unclear workflows prevent you from getting full value from your platform.
Marketing automation can connect these processes, reduce manual effort and create more consistent customer journeys.
How We Can Help
Hatchit provides marketing automation consulting and services from strategy and technology selection through to implementation, integration and ongoing optimisation.
We review how your marketing, customer data, CRM and sales processes currently work. We then identify where better configuration, integration and automation can reduce manual work and improve customer engagement.
Marketing Automation Strategy
Campaign & Email Automation
Lead Management & Nurturing
Customer Journey Automation
CRM & Marketing Automation Integration
Reporting & Analytics
What Could You Automate?
Marketing automation can help create more consistent processes across marketing and sales. Examples include:
✓ Assign website enquiries to the appropriate person
✓ Send immediate enquiry acknowledgements and follow-ups
✓ Nurture leads until they are ready to speak with sales
✓ Notify sales when a prospect shows strong interest
✓ Keep CRM and marketing records synchronised
✓ Trigger onboarding and customer communications
✓ Re-engage customers who have become inactive
✓ Track campaign engagement and lead progression
Looking beyond marketing? Explore broader workflow and AI opportunities through our AI & Business Automation services.
Need Help With Marketing Automation?
Whether you are selecting a platform, planning an implementation or improving an existing setup, Hatchit can help you determine the most practical next step.
How We Work
Discover
Review your objectives, customer journeys, processes, CRM, data and technology.
Design
Define the required workflows, automation, integrations, reporting and implementation approach.
Implement
Configure the platform, build automation, connect systems, test workflows and support users.
Improve
Refine automation, reporting and platform use as your business requirements evolve.
Lead Intelligence
Understand Which Prospects Are Showing Interest
Marketing automation helps you manage engagement. Lead intelligence helps you understand who is engaging, what they’re interested in and where potential opportunities may be developing.
By using signals such as website activity, content engagement and lead scoring, your teams can gain more context around prospective customers and focus attention where it may have the greatest value.
For organisations looking to better understand and prioritise prospective customers, explore our dedicated Lead Intelligence services.
Why Work With Hatchit?
Hatchit is an independent software consulting firm with experience across CRM, marketing automation and connected business systems.
We’re not tied to a single marketing automation platform. We start by understanding your business objectives, marketing processes, customer journeys, CRM, data and wider technology environment before determining the right approach.
Business-Led Automation
Automation designed around your business processes, customers and objectives rather than technology for technology’s sake.
CRM & Marketing Expertise
Experience connecting marketing activity, customer information and sales processes to help create more effective ways of working.
Independent Technology Advice
Technology recommendations based on your requirements and existing environment rather than a single marketing automation platform.
Implementation & Integration
Support from platform selection and configuration through to implementation, integration, automation and ongoing optimisation.
A Partner Beyond Implementation
Marketing automation doesn’t stop when the technology goes live. Hatchit can continue to help with optimisation, integration, administration and improvements as your requirements evolve.
Marketing Automation FAQs
What is marketing automation?
Marketing automation uses connected software and workflows to manage repetitive activities such as lead assignment, customer communications, follow-up, data updates and reporting. It helps marketing and sales teams work more consistently and respond to customers at the right time.
What marketing activities can be automated?
Depending on your processes and technology, automation can support website enquiry acknowledgements, lead assignment, email campaigns, lead nurturing, customer onboarding, follow-up reminders, re-engagement, CRM updates, sales notifications and reporting.
Is marketing automation only for email marketing?
No. Email is one part of marketing automation. It can also connect website forms, customer information, CRM processes, lead management, audience segmentation, sales follow-up, reporting and communications across different channels.
Do we need to replace our existing marketing platform?
Not necessarily. Hatchit can assess your current platform, configuration, data, workflows and integrations before recommending a replacement. Better configuration or integration may help you get more value from the technology you already have.
Can marketing automation integrate with our CRM?
Yes. Marketing automation can be integrated with CRM and other business systems so customer information, campaign engagement, lead status and follow-up activity move more consistently between marketing and sales.
Which marketing automation platforms does Hatchit support?
Hatchit works across platforms including HubSpot, ActiveCampaign, Zoho, Salesforce Marketing Cloud and Sugar Market. As an independent software consultancy, we consider your requirements and existing technology before recommending an appropriate approach.
How does Hatchit approach a marketing automation project?
We begin by reviewing your objectives, customer journeys, marketing and sales processes, data and current technology. We then define the appropriate workflows, platform configuration, integrations and implementation approach before testing, launching and improving the solution.
Already Using Marketing Automation?
Get More From Your Existing Technology
You may not need a new platform to improve your marketing processes.
- Configuration and platform use
- Customer data and workflows
- CRM integration and reporting
We focus on helping you get more value from what you already have before considering unnecessary replacement.
Make Marketing Automation Work for Your Business
Whether you’re introducing marketing automation, improving an existing platform or looking to better connect marketing with your CRM and sales processes, Hatchit can help you understand your options and determine the right next step.
Discuss Your Marketing Automation Needs
Tell us a little about what you’re looking to achieve, and we’ll get in touch to discuss how we can help.
