Upgrade Estate's HubSpot RevOps Success

Upgrade Estate's HubSpot RevOps Transformation: Complete Commercial Alignment

Industry: Building and Construction
Company size: Mid-sized company (51-200 employees)
Services: HubSpot Implementation, RevOps Consulting

Summary

Upgrade Estate overcame fragmented commercial processes and gained centralized operations visibility through HubSpot implementation and Revenue Operations team creation. Now equipped with unified customer-facing departments, streamlined communication processes, and comprehensive data governance, Upgrade Estate can deliver consistent customer experiences while scaling efficiently.

Align commercial operations across customer-facing teams

Centralize service delivery for efficiency

Standardize communication and brand voice

The challenge

Growing Ambitions, Fragmented Operations

Upgrade Estate had established itself as a leading Belgian real estate company serving students, young professionals, and investors across almost 30 accommodations. However, their dual business model created operational complexity that hindered growth.

Multiple stakeholders requiring different approaches

With customer-facing teams spread across marketing, sales, rent operations, procurement, and expansion, each department operated independently. This created disconnected customer touchpoints where prospects and clients received varying levels of service and communication quality, undermining the cohesive brand experience essential for their market position.

Communication inconsistencies affecting customer experience

Every team managed its own communication strategy, resulting in overcommunication to some customers while others received insufficient attention. Different communication styles and messaging across departments confused customers about Upgrade Estate's value proposition and service standards, particularly problematic given their diverse stakeholder base.

System fragmentation creating operational inefficiencies

Multiple disconnected systems housed customer data, requiring manual updates across platforms to maintain accuracy. This fragmentation contributed to visibility gaps across the customer journey and increased administrative overhead, preventing teams from focusing on revenue-generating activities and strategic growth initiatives.

A Digital Transformation, Not Just a CRM Implementation

Upgrade Estate needed more than just software deployment; they required a comprehensive organizational transformation that would:

Establish end-to-end visibility across all commercial processes
Create unified communication standards and brand voice consistency
Implement centralized data governance, reducing manual administrative work
Build scalable operational frameworks supporting continued growth
Develop cross-functional collaboration, eliminating departmental silos

Well structured approach. Quick and solid results. Goodalignment of sales, marketing and customer success team. I would recommend Elixir Solutions to anyone (except our competitors).

William Francx Revenue Operations Manager

1. Strategic Assessment and RevOps Blueprint

We conducted comprehensive stakeholder interviews across sales, marketing, and operational teams to understand current processes and identify transformation opportunities.

Through detailed process mapping workshops, we documented existing workflows and designed the Revenue Operations team structure that would serve as a centralized Shared Service Center supporting all customer-facing departments.

2. Revenue Operations Team Formation

The transformation began with appointing a Head of RevOps to champion the organizational change internally.

We organized company-wide kickoffs explaining the centralized model's value proposition, then conducted specialized training sessions with the newly formed RevOps team.

Clear communication protocols and weekly alignment meetings established the foundation for cross-functional collaboration.

_- visual selection (38)

3. System Integration and Process Standardization

Request management boards were implemented in Monday.com enabling customer-facing teams to request standardized services from the RevOps team.

This included everything from ERP customer creation to BI report generation and email template development.

HubSpot's CRM capabilities were configured to support unified customer data management across all touchpoints.

4. Advanced Service Expansion

Additional services including social media management and paid advertising were integrated into the RevOps framework following the initial HubSpot onboarding completion.

The performance marketer, already involved in initial phases, seamlessly expanded service delivery to include comprehensive digital marketing coordination, ensuring consistent brand messaging across all customer communication channels and completing the unified commercial operations transformation.

Main Results

Upgrade Estate successfully transformed from a collection of independent departments into a unified commercial operation with centralized oversight and standardized service delivery. The Revenue Operations team now serves as the operational backbone supporting all customer-facing activities, while HubSpot provides the technological foundation enabling comprehensive customer relationship management and data-driven decision making across the organization.

The Impact

What Success Looks Like

Unified Commercial Operations

Before: Multiple departments operated independently with separate processes, communication styles, and customer touchpoints creating inconsistent brand experiences.

After: Centralized Revenue Operations team coordinates all customer-facing activities through standardized service delivery, ensuring consistent communication and unified brand presentation across all departments and customer interactions.

Enhanced Data Governance and Systems Oversight

Before: Fragmented systems required manual data updates across multiple platforms creating administrative overhead, data inconsistencies, and limited visibility into customer journey progression.

After: Revenue Operations team maintains ownership of commercial systems and customer data quality, supported by HubSpot's unified platform providing real-time visibility and automated data management across all customer touchpoints and departmental requirements.

Streamlined Service Delivery

Before: Teams managed individual responsibilities creating duplicated efforts, overcommunication to some customers, and service gaps for others requiring manual coordination across departments.

After: Shared Service Center model with defined SLAs enables efficient request management through Monday.com boards, eliminating redundant tasks while ensuring comprehensive service coverage and timely response to all customer-facing requirements.

Organizational Alignment and Communication Excellence

Take the next step

Ready to unified your commercial operations?

Book a free consultation with our RevOps specialists to discover how your organization can achieve the same transformation as Upgrade Estate.

SUCCESS STORIES