How T3 Advisors effectively manages its relationships and deal pipeline with Affinity

Introduction

T3 Advisors, A Savills Company, provides real estate and workplace solutions for the world’s most innovative companies.

Working as an extension of the team, T3 Advisors develops and implements a wide variety of corporate real estate solutions for organizations ranging from startups to multinational corporations. 

The company’s real estate services include tailored brokerage, location advisory, portfolio planning, consultative insights, project management, and ongoing workplace support. T3 Advisors has advised thousands of companies globally, including LinkedIn, HubSpot, ASICS, AutoDesk, WorkDay, and Battery Ventures.

As T3 began to scale, it needed a platform to better track its pipeline and manage internal and external communication. After moving away from SalesforceIQ, T3 turned to Affinity to organize its pipeline, which includes prospective companies and influencers. This transparency has enabled the team to more effectively develop and coordinate strategies for pursuing prospects.

Challenge

Strong communication is at the heart of T3’s value proposition. Only with strong communication is T3 able to empower its companies for success. As T3 began to scale and work with a broader contingent of customers across the world, it needed a platform to better track its pipeline and manage internal and external communication. It was eager to break down information silos and ensure that all conversations with clients were transparently tracked and recorded.

Solution

Initially using SalesforceIQ, T3 decided to adopt Affinity earlier this year. Today, T3 relies on Affinity to organize its pipeline, which includes prospective companies and influencers such as venture capitalists, CEO, investors, and others who can offer its clients additional value.

“Affinity not only organizes what companies we go after, but it also organizes the strategy for how we are going after that,” Blake Walker, Advisor at T3.

Results

Affinity has become essential to ensuring that the whole team has full transparency as to where companies are in the pipeline, from the prospecting phase to deal close. This transparency has enabled the team to more effectively develop and coordinate strategies for pursuing prospects.

Strong communication has also allowed the team to avoid duplicative work and unprofessional overlaps in communication, in turn enabling it to focus on what really matters—helping high-growth technology companies tackle their most pressing real estate challenges and empowering them with unparalleled services.

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