Use Cases
Real-life examples of how other firms are leveraging Nexl
10 articles
Written by Steven and Gillian Hood


Creating your Christmas list on Nexl
This article explains how users can create their own individual mailing list or subscribe contacts to a firm-wide mailing list.
Written by Steven. Updated over a week ago
Searching for new Contacts within existing client accounts
How to go beyond your existing Contact list within a client's Company record, and search for new contacts to reach out to
Written by Gillian Hood. Updated over a week ago
How to develop a sector expansion plan on Nexl
Explaining the value of sector-based business development, plus a step-by-step guide on how to build a sector expansion plan on Nexl!
Written by Gillian Hood. Updated over a week ago
How to run a Key Client Program on Nexl

Written by Gillian Hood. Updated over a week ago
How to prepare for an event, and then follow up using NEXL CRM
Find out how you can prepare for an event, whether in person or online, and then follow up, using the power of NEXL.
Written by Steven. Updated over a week ago
How can I manage my firm's sector-based strategy on Nexl?
Learn how you can use Nexl to better manage and keep you sector-based business development strategy on track.
Written by Steven. Updated over a week ago
One of your clients requires services in a different country

Written by Steven. Updated over a week ago
Using Nexl to keep in touch with your Contacts

Written by Steven. Updated over a week ago
Add a new client to your firm's newsletter

Written by Steven. Updated over a week ago
Execute your business plans on Nexl
Assign tasks, set key contacts, manage opportunities, boost cross-selling and leverage client insights.
Written by Steven. Updated over a week ago