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Use Cases

Use Cases

Real-life examples of how other firms are leveraging Nexl

10 articles
Steven avatarGillian Hood avatar
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.
Steven avatar
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
Gillian Hood avatar
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!
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to run a Key Client Program on Nexl

Gillian Hood avatar
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.
Steven avatar
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.
Steven avatar
Written by Steven. Updated over a week ago

One of your clients requires services in a different country

Steven avatar
Written by Steven. Updated over a week ago

Using Nexl to keep in touch with your Contacts

Steven avatar
Written by Steven. Updated over a week ago

Add a new client to your firm's newsletter

Steven avatar
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.
Steven avatar
Written by Steven. Updated over a week ago