Stephen Songy from OakPoint shares his experiences with AscendixRE CRM and explains how our CRM helps them to enhance team communication and their sales processes.
OakPoint is a premier real estate advisory and investment firm based in Nashville, Tennessee. The firm’s founding partners have completed over $2.5 billion of transactions on behalf of their clients. OakPoint provides customized solutions for its clients on a nationwide basis.
Ascendix: What is your CRE background/focus? How long have you been at it?
Stephen Songy: My focus is on serving corporate and healthcare occupiers, providing a wide range of solutions to meet their needs. I’ve been in the real estate services industry for about 8 years. Prior to that, I worked in real estate investment, development, and capital markets.
Ascendix: What is the office dynamic at OakPoint? (Sharing, competitive, mature, etc…)
Stephen Songy: OakPoint is a small, high-growth company. We are very collaborative in nature, and typically work in teams for various projects.
Ascendix: What problem or challenge were you facing prior to investing into Ascendix as a CRM?
Stephen Songy: OakPoint didn’t have a central CRM system in place, and the team recognized the need to have one, for many reasons. What we liked about Ascendix was the CRM functionality “out the box,” with market intelligence and portfolio administration capabilities included, as well.
Ascendix: Since subscribing, in what ways has your efficiency or effectiveness increased?
Stephen Songy: The system has promoted greater organization of our business development process. It has also enhanced our internal team communication and coordination on business development efforts.
Ascendix: The Favorite feature of Ascendix?
Stephen Songy: Flexibility. We coordinate as a team and have a continuous improvement program to better leverage the system. Typically, we can make desired customizations quickly and easily, with no additional cost.
Ascendix: What is something very little people know about you?
Stephen Songy: I’m a technology nerd (which is perhaps why I was given the responsibility of setting up the system). I enjoy following what’s coming up next in the world of technology and big data, such as AI, autonomous vehicles, and blockchain.