Integrating Stripe and HubSpot with Ops Hub
Peerless is a leading Managed Security Service Provider (MSSP) for both the Department of Defense and private organizations. Seeking to scale their digital sales, they needed to replace their outdated CRM with a HubSpot-powered revenue engine.
CHALLENGES
Legacy CRM Limbo: How Outdated Systems Stalled Peerless’ Revenue Growth
Outdated CRM
Clunky interface and no automation led to low sales adoption (<30% usage).
Disconnected Data
Customer insights were trapped across 4+ tools (e.g., ERP, spreadsheets).
Inefficient Processes
Manual quote generation delayed deals by 3-5 business days.
SOLUTION
Building a Manufacturing-Ready HubSpot: Custom CPQ & ERP Integrations
New Breed designed a manufacturing-optimized HubSpot ecosystem that addressed Peerless’ unique operational needs through four key initiatives:
Streamlined HubSpot Onboarding
We seamlessly migrated two decades of legacy CRM data into HubSpot with 99.9% accuracy, then built customized dashboards for sales teams, customer service reps, and executives – ensuring each department saw only the most relevant, actionable data.
Quote-to-Cash Automation Revolution
By developing Configure-Price-Quote (CPQ) workflows directly in HubSpot, we slashed proposal generation time from 5 days to just 2 hours, while integrating real-time ERP inventory data to prevent overselling and stockouts.
Manufacturing-Specific Intelligence Hub
We implemented granular reporting for production backlog and lead times, giving sales teams unprecedented visibility into manufacturing constraints, while deploying AI models to predict seasonal demand spikes with 85% accuracy.
Embedded Sales Enablement System
Product training modules and competitive battle cards were built directly into deal records, cutting new sales rep onboarding time in half while ensuring consistent messaging across all customer interactions.
RESULTS
40% Revenue Surge, 90% CRM Adoption: Peerless’ Digital Sales Transformation
Peerless transformed into a data-driven sales organization: