On-demand demo: How to manage pitches in Nexl

In most firms, the experience and relationships that win a pitch only surface once someone asks for a proposal. By then, the meetings where that material would have helped have already happened. The work of pulling a pitch together is also spread across systems, with the strategy in a Word document, the client's RFP in an inbox, relevant experience somewhere else, and the right people to involve known only to whoever happens to remember them.

In this demo, Andrew Hutchinson, Chief Revenue Officer at Nexl, will show you how Nexl helps firms run a full pitch in one workspace, from the first client conversation to the final proposal. You'll see how to:

• Capture opportunities and build reusable templates
• Keep track of pitch strategy, client details, documents, and tasks in one place
• Coordinate your team with a shared task list, so everyone can see where the pitch stands

Watch the demo