Demo: Workspace & Apps in Nexl
Nexl
26:00
Most CRM systems ask firms to make a trade-off. The configurable ones put every field and workflow in the hands of a technical admin, so any change means raising a ticket and waiting. The simpler ones are fixed in place and cannot adapt as the firm grows. Either way, the information that does not fit ends up in a spreadsheet, disconnected from the firm's relationship data.
In this demo, Andrew Hutchinson, Chief Revenue Officer at Nexl, will walk through how business teams use Workspaces and Apps to adapt their workflows in Nexl. You'll see how to:
- Build a Workspace to run an event end-to-end, using a real conference plan
- Create reusable templates
- Build an App from scratch to track media relationships, complete with custom fields, interaction history, and priorities
Speaker
Andrew Hutchinson
Chief Revenue Officer @ Nexl
Andrew has over two decades of experience in the legal technology community, working globally with firms to drive change through technology. He has a deep understanding of marketing, business development, and the daily challenges faced by the community which fuels a passion for helping firms leverage data to achieve better outcomes. Known for his innovative problem-solving approach—and the occasional discussion about unicorns and rainbows—Andrew is dedicated to helping firms harness the power of data for themselves and their clients.
Demo: Workspace & Apps in Nexl
26:00