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CRM Strategy & Consulting

Build a CRM strategy that drives efficiency, insight, and automation

New Breed’s CRM strategy consulting combines deep technical expertise with business strategy best practices to help you design and implement CRM strategies that align your data, processes, and technology — reducing cost, complexity, and friction across your go-to-market teams.

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Star IconCRM Strategy, Explained

CRM strategy defines how your data, processes, and team work together to drive growth. New Breed provides CRM strategy consulting to help organizations design and execute CRM strategies that align technology, operations, and customer experience. From CRM implementation strategy to ongoing optimization, we help teams use HubSpot as a scalable foundation for automation, reporting, and AI-powered growth.

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We help architect your CRM and align processes so you can grow better.

Delivering value for your customers and creating efficiency for your teams are both critical to scaling your business. But simply buying a CRM won't deliver the clarity, scalability, or adoption you need.

With the right CRM strategy in place, we help you design automation that adapts to your business, integrate the platforms and data your teams rely on, and implement CRM processes that support sustainable growth--not short term fixes. The result is a CRM foundation that drives efficiency, insight, and long-lasting customer relationships. 
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CRM Strategy that aligns your tools, teams and processes to drive profitable growth.

97% of revenue leaders say that better alignment between marketing and sales can increase revenue (2024 State of HubSpot Report).

A CRM strategy designed to deliver this alignment is essential to hitting your growth goals. Today's winning companies rely on a modern CRM not just as a database, but as the operational backbone that connects teams, data, and customer experiences across the entire revenue lifecycle.

As HubSpot's top partner, we help companies maximize HubSpot ROI by designing and executing CRM strategies that align technology, data, and processes. With over a decade of HubSpot consulting experience and every available accreditation, we build CRM foundations and implementation strategies tailored to the exact needs of your business.
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Power your CRM strategy with HubSpot AI

HubSpot AI is only as effective as the CRM strategy behind it. Our team helps you unlock HubSpot's AI capabilities by first establishing a strong foundation of data quality, governance, and business processes.

From there, we activate AI across your CRM to improve sales productivity, personalize customer experiences, scale content creation, and drive smarter decision-making, all grounded in a CRM strategy built for long-term growth.
Find out if your data is AI ready

The right CRM strategy, configuration and training drives results — no matter your role.

Sales Leaders
Marketing Leaders
Executives
Operations Leaders
Customer Success Leaders
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Track performance, accelerate deals, and win more revenue with a CRM built for sales teams. 

Sales leaders need confidence in their pipeline and clarity into rep performance. A well-defined CRM strategy ensures your sales process, data model, and reporting are built around how your team actually sells, not how the tool defaults.

We design and configure HubSpot Sales Hub to give leaders real-time visibility into pipeline health, deal progression, and performance metrics, so you can forecast accurately, coach effectively, and close more revenue.
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Reach your buyers and create deeper, data-driven connections.

Marketing leaders need a CRM strategy that connects campaign performance to real revenue outcomes. We help teams configure HubSpot CRM to unify data, behavioral insights, and lifecycle stages: creating a single source of truth for targeting, personalization, and measurement. 

With the right CRM foundation in place, marketing teams can launch smarter campaigns, optimize performance faster, and prove impact across the full customer journey.
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Unify customer data and unlock actionable insight across the business.

Executives need clarity, not complexity. A strong CRM strategy gives leadership a unified view of customers, performance, and growth, without relying on disconnected tools or manual reporting.

We design CRM architectures that deliver accurate, executive-ready reporting, and scalable data governance, empowering leaders to make confident decisions while supporting long-term growth and operational efficiency.
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Integrate data and consolidate processes for maximum efficiency.

Operations leaders are often tasked with fixing what growth breaks. Without a clear CRM strategy, technical debt, disconnected workflows slow teams down.

We help operations leaders design CRM strategies that integrate third-party data, streamline automation, and standardize processes across teams -- enabling scale without sacrificing speed, data quality, or control.
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Retain and expand customers with real-time, contextual data.

Customer success teams thrive on context. With the right CRM strategy in place, CS teams gain a complete view of customer history, engagement, and sentiment. All in one place.

We configure HubSpot Service Hub and CRM data models to support proactive retention, expansion opportunities, and personalized experiences, helping teams protect revenue and grow customer lifetime value.
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If you and your customers need it, we can extend HubSpot to make it happen.

We know that your CRM won’t be your only piece of technology. To efficiently grow your business and adapt to the demands of your customers, you need your CRM — and all the data and technology you use every day — integrated and configured to the exact needs of your teams and stakeholders. With tech-enabled services and AI expertise, New Breed specializes in helping revenue and operations leaders implement, extend and integrate HubSpot and help you drive better processes, deeper adoption and revenue performance as a result.
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Our CRM Strategy & Consulting Services.

CRM Implementation. Design, configure, and train your teams on a CRM implementation aligned to your business strategy. Learn More
CRM
Migration. Migrate from your existing CRM to HubSpot with a strategy-first approach that protects data integrity and adoption. Learn More
Custom Integrations. Integrate your tech stack and data with HubSpot to support scalable CRM processes and automation. Learn More
Ongoing CRM Optimization. Continuously optimize your HubSpot CRM to support evolving processes, reporting, and growth. Learn More

“New Breed played a pivotal role in optimizing our HubSpot CRM, demonstrating not only deep understanding of the platform but also a keen insight into our specific business needs. Their approach was tailored and customized, ensuring every aspect of the CRM was tailored to enhance our operational efficiency. ”

Chrissy Murphy | Sales and Marketing Operations Manager | SDI

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Ready to align your teams, delight your customers and unlock growth with your CRM?

Our Growth Advisors and RevOps consultants are ready to help you implement and confidently use a powerful, streamlined CRM. Get your free RevOps assessment today.

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Frequently asked Questions about CRM Strategy & Consulting

Why should we choose a HubSpot Elite Partner over a standard partner?

Choosing an Elite Partner means you are engaging with one of HubSpot's most trusted, experienced, and high-performing agencies globally. We have achieved the highest tier based on the volume and complexity of successful client implementations and our deep commitment to the HubSpot ecosystem. This status provides you with three key advantages:
  • Proven Expertise: We have consistently deliver exceptional client results across all HubSpot Hubs (Marketing, Sales, Service, Content, and Data).
  • Priority Access: We often have early access to new HubSpot features (betas) and direct, priority communications channels with the HubSpot product team.
  • Holistic Strategy: Our strategies are built on a robust understanding of the entire HubSpot platform, ensuring that all your systems work together and seamlessly for maximum efficiency.

What is the difference between CRM strategy and CRM implementation?

They are two distinct, sequential phases:

  1. CRM Strategy (The "What" and "Why"): This is consulting phase where we define your business goals, map your customer journeys, and analyze your current technology stack, and design the precise processes and data model you need. The deliverables is a detailed blueprint showing how you will use the CRM to achieve specific ROI.
  2. CRM Implementation (The "How"): This is the technical phase were we configure HubSpot to the strategy blueprint. This includes data migration, customer property creation, user training, system integrations, and setting up workflows and dashboards.

A strong strategy is essential. Trying to implement without one is building a house without an architectural plan; it leads to underutilized features, poor adoption, and wasted investment. 

How do you handle data migration, cleansing, and deduplication?

Data is the foundation of a successful CRM. We follow a strict, multi-step process for data migration to ensure integrity and quality:

  1. Audit & Cleanse: We first conduct a comprehensive audit for your existing data sources, identifying duplicates, inconsistencies, and redundant fields.
  2. Strategy Alignment: We map your clean data to the fields and properties defined in the new HubSpot strategy, ensuring the data structure supports your new workflows.
  3. Secure Migration: We use HubSpot-approved tools and best practices to securely transfer the cleansed data, running integrity checks before and after the move.
  4. Ongoing Governance: Post-migration, we establish data governance protocols and set up automated HubSpot tools (like deduplication features) to maintain data quality moving forward.

What key business metrics should we use to measure the success of our new CRM strategy?

The most valuable success metrics are those that tie CRM adoption to business outcomes. We work with you to define your specific targets, which include:
Goal Area Key Metric Example of HubSpot Impact (Industry Benchmark)
Sales Efficiency Decrease in sales cycle length HubSpot customers typically see a 36% increase in closed deals within the first year
Marketing Effectiveness Increase in Lead-to-Customer conversion rate Companies using a CRM like HubSpot are 129% more likely to generated more inbound leads.
Customer Service Decrease in Time to Resolution HubSpot users report a 37% improvement in ticket closure rates.
Operational Health Internal Adoption Rate We aim for adoption rates of >90% of key sales and service activities logged in HubSpot.

 

How long does a typical CRM strategy project take?

The timeline is customized based on the complexity of your business and the scope of the project. However, a typical comprehensive CRM strategy engagement (discovery, design, and blueprint delivery) usually span 4 to 8 weeks.

Factors that influence the duration include:

  • The number of teams/departments involved (Sales, Marketing, Service)
  • The current maturity and complexity of your existing technology stack
  • The speed and completeness of your team's internal feedback and documentation