The Nimble Prospector App for Google Chrome amplifies your workflow by giving you visibility into emails, social signals, activities, and follow-up reminders -- all without having to switch browser tabs.
This app can be taken with you anywhere you go on the web to help you gather insights on potential and existing leads. You can then add the contact to your database and continue working with them from within the app by updating their profile, sending a trackable message, setting a follow-up reminder, logging a call, etc. Whatever the case may be, Nimble makes it convenient to access your database without leaving the place you work the most.
Table of Content:
How to Install
With this app, you can:
See the "Live Profile" for any person or company - this is a record we automatically build for you, complete with the company, location, title, and social insights. All available without needing to create a contact record in Nimble
See existing contact records to take action on your Nimble contacts such as scheduling events and calls, sending messages, etc
Prospect smarter by using the Enrichment feature available in-app
See the video:
Prospector App For Chrome Overview
After you have installed the Prospector App, it will reside in the top right-hand corner of your Chrome browser.
To use the app, just open it and hover over or highlight the name of a person. This will either bring up their Nimble profile with full details or build a Live Profile if the person does not exist in your Nimble database. If the person is identified as a new contact, you will have the option to add them to your database.
Add the person and Nimble will enrich the profile even more. If the person has a strong social presence, Nimble will be able to sync data from those social profiles to their new records. To learn more about social profile matching, take a look at the following: Nimble's Social Profile Matching
If you have two contacts by the same name, Nimble may recognize this as an existing contact. In this case, you can use "Live Profile" to create a new person and add them to your database. Like so:
Once the contact is added to your Nimble database, you'll notice that it offers all the features available on a regular contact record. Take a look at this visual walkthrough to get an idea of what is offered.
On the contact record, you will first see the following:
Person's name, job title, social profiles, and bio
Activity forms to add notes, schedule/log activity, message, and add deals
Contact Info such as email, phone number, and address
Enrichment feature to locate missing contact info such as email address
Tags and Lead Fields
Brief overview of Interactions, upcoming and past activities
Email, call, log tasks, notes, or view any contact details from within the app.
See all contact data
To see all data that pertains to the contact, just click the dropdown arrow next to the contact's name. From here, you'll be able to see all interactions, any generic or custom fields you've created, company info which is automatically generated, social profiles and signals, bio, and any file attachments.
You may also attach files while in the app, by selecting "Add Files" and uploading from your computer, OneDrive, Google Drive, or Dropbox.
View and use inline editing to make changes to data fields.
If you've added a contact to a workflow, you will see the workflow in the app.
Learn more about workflows here: What is Nimble's Templated Workflow Feature
Learn more about attaching files here: Attaching Files to Contact Records
While working in the Prospector App, you may notice duplicates of the same contact or company. When this happens, you can easily merge duplicates right from the app.
Just select the duplicate contacts and click the merge icon. After this, select the values with the correct modifier and choose "Merge".
For information on merging duplicates in-app, take a look at the following: