Keep your focus. Improve your results.

Headquartered in Portland, Oregon, Haatzama Marketing provides revenue operations services to growth-oriented technology companies.

Haatzama means empowerment and our team strives to deliver on that promise. Specializing in sales enablement and marketing operations to drive growth, we extend the skills and bandwidth of the companies we partner with. Whether you’re just getting started or striving to improve, our system architects, strategists and creatives are here to help.

 
$10,000+
 
$150 - $199 / hr
 
10 - 49
 Founded
2016
Haatzama Marketing
1211 SW Broadway
Portland, OR 97205
United States

Portfolio

Key clients: 

Avatier, Reflektive, RFPIO, BlueVolt, LegitScript, Lenovo, Context Partners, Skyward.io, Code Science, Morrison Kids

Reviews

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CRM Migration for Investigation Company

“They were dedicated to the projects and spent time answering our questions.”

Quality: 
4.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Dec. 2017 - May 2018
Project summary: 

Haatzama Marketing helped implement a new CRM and business process automation platform for an e-commerce investigative firm. They were best practice experts for Salesforce and helped drive project execution.

The Reviewer
 
51-200 Employees
 
Portland, Oregon
Jason Mercury
Associate Director of Client Partnerships, LegitScript
 
Verified
The Review
Feedback summary: 

Their work has had a major impact, and multiple departments use the system. Haatzama Marketing had a prescriptive process and explained their steps. They acted as guides and worked effectively.

BACKGROUND

Introduce your business and what you do there.

We do criminal investigation compliance work around e-commerce organizations and large internet and payment companies. I am the associate director of client partnerships.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Haatzama Marketing?

We wanted a CRM that could grow with us, so we chose to implement Salesforce for the first time. It solved all our problems and operated as a business process automation platform. However, we still needed a team to help us with process planning and to do some of the more complicated steps in our implementation.

SOLUTION

What was the scope of their involvement?

We had two leads on our side working on Salesforce and a group from Haatzama who came in as best practices experts. We went through 2–3 stages to implement the new process and synthesize all the data. They helped outline and drive discussions around the business process of sales. The team also met with our leadership and stakeholders to get approval for their plan.

What is the team composition?

We worked with a team of 3–4 people, including a project manager, a business process analyst, and a Salesforce engineer.

How did you come to work with Haatzama Marketing?

We chose them based on a referral.

How much have you invested with them?

We spent around $64,000.

What is the status of this engagement?

We worked together between December 2017–May 2018.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their work has been incredibly impactful on our business. We use the system they created in multiple departments and have seen some exciting changes. Haatzama Marketing's team was incredibly helpful, and I appreciate the effort they put in.

How did Haatzama Marketing perform from a project management standpoint?

They performed well and focused on specific steps. They had a very prescriptive process, which was helpful.

What did you find most impressive about them?

They were dedicated to the projects and spent time answering our questions and explaining processes that were new to us. We don’t have a lot of experience with this sort of project, and it was helpful to have their guidance.

Are there any areas they could improve?

Because they were so prescriptive in their steps, they sometimes lost attention for how fast or how slow the rhythm of the project should be. We experienced a few roadblocks along the way and would have liked more training. We asked multiple times for documentation that wasn’t delivered.

Do you have any advice for potential customers?

Make sure you are organized and can track your needs from a business process perspective. Align your steps with theirs so that you can move forward without forgetting anything.

4.0
Overall Score I really enjoyed working with them.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They met all our deadlines and were good with scheduling.
  • 5.0 Cost
    Value / within estimates
    The value was excellent.
  • 4.0 Quality
    Service & deliverables
    I was completely satisfied with the quality of the work they delivered, but we would have liked more training and documentation from them.
  • 5.0 NPS
    Willing to refer
    I’m willing to refer them.

Salesforce Implementation for B2C SaaS Company

“By reducing the time we spend on administrative work, the team created more time for us to focus on industry selling.”

Quality: 
4.5
Schedule: 
4.0
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
Confidential
 
Mar. 2018 - Ongoing
Project summary: 

Haatzama Marketing provided data cleanup, processes for automation operations, and an organizing structure to improve workflow. They also designed three email templates.

The Reviewer
 
51-200 Employees
 
Portland, Oregon
Director of Demand Generation, B2C SaaS Company
 
Verified
The Review
Feedback summary: 

The Haatzama team’s quick response time, individualized task delegation, and comprehensive project management allowed them to work quickly to meet urgent deadlines and fulfill last-minute design requests.

BACKGROUND

Introduce your business and what you do there.

I'm the director of a B2C SaaS company. We provide a data platform that allows customers to connect and use their data with machine learning and AI. This ability allows them to better serve their customers with improved marketing tools.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Haatzama Marketing?

We were having trouble with optimizing our sales force, marketing ops integrations, and administration. We didn't have enough people in-house who were able to handle optimizing those platforms, which meant we couldn't effectively leverage our data. We also wanted our sales and marketing teams to be able to use platforms like Salesforce, as well as our own Linux platform.

SOLUTION

What was the scope of their involvement?

Their role focused on data integrity and cleanup, setting up basic governance, and automation operations processes. They also enabled some of our teams to start leveraging the work that they put in place from workflow and automation perspective.

In addition to sales and marketing ops, they provided e-mail services, including three email template designs.

What is the team composition?

I worked with several people at the agency, but most of my contact was with two team members to discuss day-to-day operations.

How did you come to work with Haatzama Marketing?

I'd worked with the agency's president and some of the team members in a previous capacity, so I knew the quality of the work they would produce and knew Haatzama would be a company I could trust. Furthermore, we needed to move quickly and the team is local, so we knew the partnership would be easy to facilitate.

What is the status of this engagement?

We started working together March 2018 and are continuing work on campaign optimization, attribution, and tracking across each stack, and day-to-day sales ops.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

By cleaning up our data with Salesforce, we were better able to leverage our visibility to help us target specific companies and accounts. I don't have financial statistics or metrics that can show the impact of their work, but it did make us more efficient and saves us a lot of time. The same goes for the improvements they made in operational automations—for example, they automated the previously manual process of task assignment. By reducing the time we spend on administrative work, the team created more time for us to focus on industry selling.

How did Haatzama Marketing perform from a project management standpoint?

I really appreciate their commitment to consistent and thorough project management. They give weekly status updates, use a product management system so we always know the status of a task, and they ask the right questions.

What did you find most impressive about them?

They're cost effective and they have the right individuals to deliver the specific work you need. They're not trying to be a full-service agency, so there's no middle management or other ancillary roles that inflate costs. While we originally started with sales operations and sales force and marketing optimization, they were also able to quickly provide design work when we realized we needed it. The quality of work they provide at the price they charge is much more competitive than other agencies we've worked with.

Are there any areas they could improve?

It often takes time to understand the nuances of a client's business, and since we needed to move fast there were a few occasions when we had small problems. Everything was entirely fixable, and I think largely a result of our immediate deadlines, but I think they'd be well served by asking more questions to determine the details of a project.

Do you have any advice for potential customers?

Haatzama is a great choice if you need to execute a project quickly, but it's still important to know exactly what you want to accomplish and what you want them to do for you. The team will help you expand on some ideas, but it's helpful to have defined goals beforehand.

4.5
Overall Score Everyone has room for improvement.
  • 4.0 Scheduling
    ON TIME / DEADLINES
    We moved quickly, and some tasks inevitably needed more time.
  • 4.0 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    They ask the right questions and get to know your company. I'm excited to keep working with them.

CRM Strategy for B2B IT Company

"They didn’t require additional education; they actually gave us more time back as opposed to taking more of it up."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
Confidential
 
Sept. 2017 - Ongoing
Project summary: 

Haatzama customized a firm’s Salesforce to provide funnel reporting and other complex data insights that have helped track ROI and inform marketing strategies.

The Reviewer
 
51-200 Employees
 
Portland, Oregon
Director of Marketing, B2B IT Company
 
Verified
The Review
Feedback summary: 

Haatzama’s expertise has propelled the firm’s marketing program forward with a strategy informed by comprehensive Salesforce reporting. They have proven themselves impressive with project management, requiring little oversight while producing deliverables. 

BACKGROUND

Introduce your business and what you do there.

I’m the director of marketing at a company that provides operations management software to large enterprises.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Haatzama Marketing?

We have a fairly small team that’s able to get our marketing technology systems, like Marketo and Salesforce, up and running on a day-to-day basis, but there’s a lot more capabilities those platforms could offer us if we had the expertise and time to customize them and set up more complex reporting. 

We reached out to Haatzama to help us customize our marketing technology systems, so we could pull and organize our internal data to gain insights from it.

SOLUTION

What was the scope of their involvement?

Haatzama customized our Salesforce tracking to report on what we were most interested in. For instance, they customize our tracking to include funnel reporting which allows us to see our closed loop metrics and track the ROI on our marketing efforts.

What is the team composition? 

Our main point of contact is a project manager. We also work with their Salesforce expert, as well as a few of their developers who handle the customization and backend work on our project.

How did you come to work with Haatzama Marketing?

I knew Angela Earl, Haatzama’s president, from industry events and groups. Initially, we reached out to her for some consulting, but it quickly turned into larger projects. We then decided to enlist her team to help us pull and organize our internal data from Salesforce.

What is the status of this engagement?

We began working with them in September 2017, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Internally, we’ve been able to move much faster and drive our marketing program forward because Haatzama is managing our backend.

How did Haatzama Marketing perform from a project management standpoint?

Project management is their strong suit. They have perhaps the most attention to detail out of the agencies I’ve worked with in the past. They’re extremely diligent about tracking projects, following up, and delivering when they say they will. They require very little oversight; we send them our expectations for a particular deliverable and they’re able to produce without too much guidance. Regardless of how long a deliverable takes to complete, it doesn’t fall through the cracks.

When submitting jobs to them, we’re given a tracking number and we can check the status of that job on Wrike. We also review the status of their work weekly.

What did you find most impressive about them?

Haatzama understands how B2B companies work, so they were able to quickly understand what we were trying to accomplish. They were even able to provide helpful suggestions to optimize our experience. They didn’t require additional education; they actually gave us more time back as opposed to taking more of it up.

Are there any areas they could improve?

Not that I can think of.

Do you have any advice for potential customers?

Think through your strategy for what you’re trying to accomplish before partnering with them. That ultimately ensures more success in your endeavors.

5.0
Overall Score They’ve been great to work with.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They were very thorough, particularly with our weekly reports.
  • 4.0 Cost
    Value / within estimates
    They could scale the price down a bit to fit our needs.
  • 5.0 Quality
    Service & deliverables
    Their experience and attention to detail distinguishes them.
  • 5.0 NPS
    Willing to refer

Digital Marketing for RFP SaaS Comapny

"They’ve been very flexible and nimble with a lot of my requests."

Quality: 
5.0
Schedule: 
4.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
May 2016 - Ongoing
Project summary: 

Haatzama has developed distinctive branding and messaging materials to be used on the web and at tradeshows. They have also implemented and automated a CRM and mobile app.

The Reviewer
 
11-50 Employees
 
Portland, Oregon
Ganesh Shankar
CEO, RFPIO
 
Verified
The Review
Feedback summary: 

Materials and products developed by Haatzama distinguished the company from competitors and attracted an impressive number of inbound leads. The agency's speedy turnarounds, transparent communication, and adaptive management structure make them an ideal choice for startups. 

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and chief executive officer of RFPIO Inc., a SaaS software company in Portland, Oregon. We specialize in helping our customers respond to requests for proposals. The application automates the response process for all these RFPs, RFIs, and RFXs. Our customers use quite a few response documents to do business with their customers. Our application helps them automate that process.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Haatzama?

Our biggest challenge as a startup was that we didn’t have dedicated marketing resources. We had a few engineers, but needed help with the marketing.

SOLUTION

What was the scope of their involvement?

They helped us with our branding, including the colors, theme, and messaging that we put out. We maintain a very positive tone in the market. A lot of our competition talk about the pain point, but we cognitively maintained positivity. We don’t use negative words like frustration and pain in our blogs. We stand out from our competition because Haatzama took that approach.

They also helped us implement our marketing automation application and our CRM application. They have hands-on experience with Salesforce and Act-On, both of which we use internally.

They helped us create our website, along with a new explanation video, and integrated the website into our CRM through Act-On. It wasn’t actual development, but it was instrumental.

Our CRM and inbound lead flow are completely automated, and our entire CRM and marketing automation implementation was done by Angela [President, Haatzama Marketing].

We did a couple of tradeshows last year. Everything, from booth design to logistics, was taken care of by Haatzama. They continue to do that for our events.

What is the team composition?

I work with two dedicated staff members, but they have a few more on the design side.

How did you come to work with Haatzama?

I worked with Angela at a previous company. She was loyal and had hands-on experience. It worked out well for us to have an outside consultant rather than a full-time employee. We talked to a few entrepreneurs, but Angela knew exactly what we wanted.

How much have you invested with them?

$100,000-$150,000.

What is the status of this engagement?

We started working together in May 2016 and the work is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

For the size and nature of the company, it’s unusual to get this level of inbound leads. Our investors are pleased with our conversion results. One of our investors is a venture firm. Statistically, we have the highest conversion rates they have seen in their portfolio, both in terms of inbound leads and conversions to closures.

How did Haatzama perform from a project management standpoint?

They’re always on top of things. Christina [Project Manager, Haatzama Marketing] is on top of it. When we talk about event management, we’re not talking about small events. I’m talking about Dreamforce, one of the biggest conferences. They helped us with everything that needed to be clearly planned. Project management is an important component for that kind of event planning.

What did you find most impressive about them?

They can adopt a startup’s culture and mentality. Everything is fast-paced and flexible. They’ve been very flexible and nimble with a lot of my requests. That’s their big advantage over other agencies.

Are there any areas they could improve?

They should have more resources.

5.0
Overall Score
  • 4.0 Scheduling
    ON TIME / DEADLINES
    It can be a challenge because they have multiple customers and need more resources.
  • 5.0 Cost
    Value / within estimates
    Our conversion rates are some of the best. We’re very happy. The payment that we made has been an investment and not an expenditure.
  • 5.0 Quality
    Service & deliverables
    We have the best content and website.
  • 5.0 NPS
    Willing to refer