LivTech Transforms
CRM Performance &
GTM Strategy
with New Breed
New Breed helped LivTech overcome fragmented marketing, poor data, and underutilized tech by unifying eight business units into a single HubSpot instance. This enabled shared data, tailored tools, and centralized CRM. The initiative, combined with data cleanup and training, streamlined execution, improved reporting, and boosted marketing manager efficiency, fostering scalable pipeline growth.

Based in Knoxville, LivTech provides software solutions purpose-built for the senior care industry. Their offerings include EHRs for physicians, senior living communities, and in-home care organizations, alongside supporting tools for operations, RCM, payments, and billing. By streamlining patient records, medication management, care coordination, and reporting, LivTech helps organizations deliver better care with greater efficiency.
CHALLENGES
Siloed Brands and Data Hindering Growth
LivTech's fragmented marketing execution, cluttered CRM, and inconsistent reporting limited visibility, slowed campaigns, and made it difficult to scale.
Fragmented Go-to-Market
Each of the eight LivTech brands executed marketing independently, leading to confusion, duplicated efforts, and inefficient resource use.
Unstructured CRM & Poor Data Hygiene
With more than 200,000 records, LivTech's CRM was cluttered, error-prone, and lacked the segmentation needed for targeted campaigns.
Lack of Insights & Reporting
Reporting was fragmented across brands and domains, with no clear alignment to executive-level KPIs.
Resource Strain
Strategic talent was spread thin across multiple brands and initiatives, delaying campaigns and making measurable success difficult to prove.
SOLUTION
Unified CRM, Data Overhaul, and Scalable GTM
New Breed helped LivTech consolidate its CRM, clean up 200k+ records, and implement brand-specific playbooks that streamlined campaigns and clarified reporting..
CRM Unification & Playbook
New Breed designed a unified CRM strategy customized for each brand. This included lifecycle stage mapping, account tiering, BDR playbooks, campaign priorities, and executing reporting dashboards.
Data Cleanup & Enrichment
The CRM was overhauled and reduced to a high-value target account list. New processes were implemented for enrichment, quality control, and
Tech Stack Optimization & Training
Hands-on workshops and 1:1 training empowering LivTech marketers to unlock actionable insights, simplify attribution, and streamline leadership reporting.
Pipeline & Campaign Focus
Instead of spreading resources thin, each team member focused on one high-impact tactic per brand, improving content, pipeline targeting, and paid media allocation.
RESULTS
Streamlined Operations and Growth-Ready Infrastructure
With accurate data, scalable GTM processes, and executive visibility, LivTech is now positioned to drive efficient pipeline growth across all brands, thanks to:
Unified Brand Execution
LivTech now operates with a repeatable, scalable GTM infrastructure. Eldermark's workflow serves as the playbook for all brands.
Database Accuracy & Efficiency
Campaigns now target the right contacts within the right accounts, lowering cost-per-acquisition and increasing campaign relevance.
Executive Clarity
Streamlined reporting gives leadership full visibility into how marketing drives pipeline by brand and segment.
Impact KPIs
- CRM Data Quality: Reduced from 200,000 to 12,000 high-value contacts in LivTech’s total addressable market (TAM).
- Unified HubSpot Configuration: Consistent structure and measurement for pipeline and campaign execution across brands.
- Executive Reporting: KPI and revenue reporting improved for C-level visibility and accountability.