CRM Migration Playbook: How to Prepare for a CRM Transformation

CRM migrations are complex. With the right strategy and plan you can deliver a successful CRM migration on time and budget.

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Minimize your risk, Maximize your ROI

Migrating your CRM is more than a simple software change - it's a big undertaking that requires a deep understanding of your organization supported by a solid strategic plan

We've created the CRM Migration Playbook to give you a step-by-step approach to building the foundation of your CRM migration plan.

Download the playbook and learn how to:

Determine the impact of a CRM migration on your business.
Decide the right time to migrate to a new CRM
Align key stakeholders
Create and communicate a CRM migration plan
Maintain business continuity and control budget
Avoid common pitfalls to create overall project success
Identify a migration partner that is best suited to your goals

Download The Playbook

“We were able to implement the HubSpot CRM in such a seamless way that it added value to our sales process as it happened and immediately started producing a return on investment. Implementing a CRM is daunting and I am very thankful we had New Breed as a partner.”

Ray Keating Sales Operations Lead

“We worked with New Breed recently on a redesign and launch of our website. The project was complex and the experience and results were great. In particular, they were flexible and collaborative with good systems in place for cross-country/time-zone communication. Their collective expertise meant they were able to offer us strong, industry-leading advice.”

Jesse Finn | Senior Brand and Content Manager | Talmundo

Training & Adoption

Turn your teams and stakeholders into power users with targeted training and coaching. New Breed can help train and enable your team on all the things they need to adopt the platform and get you the best return on your investment.

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