Request Assessment
CASE STUDY

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.

LivTech Case Study_v1

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.

HubSpot Products Used

SalesHub_Icon_Gradient_RGB_24px
Sales Hub
MarketingHub_Icon_Gradient_RGB_24px
Marketing Hub
ContentHub_Icon_Gradient_RGB_24px
Content Hub
OperationsHub_Icon_Gradient_RGB_24px
Data (Operations) Hub
ServiceHub_Icon_Gradient_RGB_24px (1)
Service Hub

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.

New Breed Logo Mark

Join the 500+ companies who trust New Breed to implement HubSpot.

Ready to build a unified, scalable go-to-market strategy? Talk to New Breed about how we can help your team unlock CRM performance and pipeline growth.

Request a HubSpot Implementation Assessment