Get Business Insights with the Nimble Add-in for Outlook!
Installation Overview Video
Nimble Add-In Overview
In the app, you can see the following:
Access all of your Nimble records from your Outlook inbox
Automatic Matching of Social and Public Details for People & Companies
Instant Business and Social Insights for People and Companies in Outlook
Company Insights Including Biography, Industry, Number of Employees, Year Founded, Keywords, Company Type, Revenue, Ticker, CEO Name, Address and Phone
People Insights Including; Persons Name, Company Name, Title, Biography, Location, Keywords, Work Experience, Education, Social Identities
How to log activities
Take action on Nimble contacts by creating follow up Notes, Tasks, Deals, or Events. Check out our example workflow of creating a follow-up call and assigning it to a team member. This is a great way to work with Nimble without disrupting your workflow with an additional window on your desktop.
With the Add-In open on Outlook, select the plus + icon to take an action. You may create a Note, Task, Deal, or Event related to a Company or Person in Nimble.
Create a tasks
Choose Task from the menu list then fill out the form. Once you create your Task, it will appear on the contact record, assigned to the desired person.
Create a Deal
To create a deal, click the "+" sign then choose "Deals". From here, you can name the deal, add the amount, expected close date, pipeline, stage, probability, and more.
When ready, click "Save deal". The deal will then display on the related contact record. You can click "Edit" to make any changes you need.
Tags and Custom Fields have been added to Deals on the Nimble Widget in Outlook to better track data unique to your business. Custom fields must be created in-app prior to utilizing them in the widget.
You can create custom fields for deals in-app by going to Settings >> Deals Pipeline and choosing the pipeline you would like to add custom fields to. Scroll down to add custom fields.
To learn more about Deals, take a look at the following: Nimble's Deal Feature Overview
Request "Live Profiles" to save time and gain insights on people and companies
Viewing Company Insights
Select the "Company" icon on the right-hand side of a record to see insights such as social profiles, industry, employee count, founding date, social keywords, CEO, company type, and revenue.
If you have any questions, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.