Rexter helps a commercial real estate team manage contacts & create visibility for the executive director

C. Edward (Ted) Simpson, III
Managing Director & Principal

About the Company

Founded in 1978, Avison Young is Canada's largest independently-owned commercial real estate services company. Comprising more than 1,200 real estate professionals in 44 offices across Canada and the U.S., the full-service commercial real estate company provides value-added, client-centric investment sales, leasing, advisory, management, financing and mortgage placement services to owners and occupiers of office, retail, industrial and multi-residential properties.

Ted Simpson, Executive Director at Avison Young, uses Rexter to manage thousands of contacts for his Los Angeles team.

In commercial real estate, relationships are everything. Agents and brokers need to know who has available space to fill and who may be in the market for new offices.

"I literally have thousands of contacts, and it is a constant challenge for me to figure out who to call," says C. Edward (Ted) Simpson, III, a Los Angeles-based Executive Director "Rexter doesn't just help me manage my own relationships it also gives me visibility into my agents' contacts to help them focus on revenue-generating work" at Avison Young. "I talk to dozens of people every single day to find out what their needs are and whether there's potential for a deal to come through.

"My two main databases − Outlook and Salesforce.com − are ineffective for prioritization," he continued. "Rexter is a revenue-driven tool, not a repository, and it helps me be strategic by giving me ownership of the data I need to succeed."

Simpson uses Rexter for contact management starting with a daily "Killer Call Sheet" email that prioritizes the people who are mathematically most critical for him to call so he knows exactly where to invest his networking time each day.

"The call sheet makes a huge difference because it lets me know who is most important to contact. It takes the guesswork out of the process."

In addition to maximizing the value of his own relationships, Rexter also lets Simpson help his team, which includes six other professionals, contact the right people to maximize deal flow. "I not only see my own contacts, but Rexter gives me the visibility to know who my team members are contacting − and who they should be contacting every day. It's really the ideal tool to manage our team, because when it really comes down to it, managing our group's contacts is my primary job at Avison Young.

"Rexter reminds me of what people should be doing, and it also allows me to grade my sales team by seeing how effective they are at leveraging their contacts," he noted.

"I started using Rexter to maximize the value of my own contacts, but it's rapidly proven to be the perfect tool for managing a group. All of us rely on Rexter, but the interface has proven to be far more valuable for me as a manager because I can work with my team members to help them increase their numbers. We couldn't be happier."

There are a number of tools that help people organize professional contacts, but there's a massive gap between contact-collection tools like LinkedIn and company CRM. Rexter's web and mobile Professional Relationship Management (PRM) app fills the void by guiding users to develop, nurture and mobilize relationships to achieve specific business goals. Rexter is the first company to deploy a scientific, mathematical calculation of relationship strength that lets users know the most valuable people to call today.