How Valcre Rebuilt CRM & Data Processes with RevPartners & HubSpot

Описание: Adnan Darr, COO of Valcre, a Chicago-based commercial real estate appraisal firm, explains how his team partnered with RevPartners to completely rebuild their HubSpot setup and rethink their approach to data.

Before RevPartners, Valcre’s CRM and quoting systems were inefficient and poorly managed. With JP leading the project, the company tore down their old processes and rebuilt them from scratch — with better revenue tracking, quoting, and CRM management.

Adnan shares why:
• A partner that challenges your ideas leads to better solutions.
• Data and process design must anticipate needs six months ahead.
• Capturing more information today creates flexibility for tomorrow.
• Partnering with RevPartners is like hiring a full team for the cost of one person.

👉 If your company is struggling with a broken CRM or short-sighted data processes, this story shows how to build a scalable foundation with RevPartners and HubSpot.

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00:00 – Introduction: Adnan Darr, COO at Valcre
00:15 – Commercial Real Estate SaaS Overview
00:35 – Inefficient CRM and Quoting Challenges
01:08 – Partnering with RevPartners and JP
01:31 – Why a Partner Who Challenges You Matters
02:00 – Thinking Six Months Ahead with Data
02:28 – Capturing More Fields to Future-Proof Processes
02:54 – Partnering with RevPartners vs Hiring Alone
03:22 – Building a Scalable CRM Foundation

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#RevOps #RevPartners #HubSpot #CRM #valcre #DataProcesses
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We engineer revenue outcomes for GTM owners on HubSpot.

▶ Your GTM is Broken. Let's Fix It: https://revpartners.io/

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Put your CRM success in the hands of RevOps pros. We free you up to focus on what matters most—sustainable revenue growth!

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