Nimbus Note for Sales

An organized workplace for your sales management processes

Organize all of your sales team assets into a single place to let your teams be more focused, collaborative, and consistent.

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Organize your classes or courses into individual workspaces and folders

Create one workspace for each of your projects, and organize all of your chaos into an orderly, easily accessible, secure environment.

Each workspace is independent, having its own notes, folders, tags, and members. Create multiple workspaces

Groups for workspaces - Group your workspaces to add more structure, gain higher levels of team collaboration, and organize more completely.

Create multiple workspaces — one for each of your projects.

Keep project data separate — Each workspace is entirely separate from other workspaces.

Easily maintain security and project focus — Each workspace has its own users, content, and permissions.

Keep order in each workspace — Create folders and subfolders within each workspace.

Continuous team collaboration — Teams can readily coordinate by accessing work items in a single, secure location.

Access workspaces from anywhere — Mobile phone, desktop, or directly at the Nimbus website.

Lightweight CRM and robust text-editor

Nimbus Note doesn’t use a simple HTML editor that limits functionality. Our editor was built from the ground up to support objects and attachments, so you can include whatever you want in the note. Write and format text, capture and insert screenshots, or take photos with the camera. Embed PDFs and other documents into your notes. Record audio while you’re taking lecture notes. Also, it’s easy to add many other objects and use @mentions to link content.

  • Сreate notes, docs, wikis, and more
  • Easily create tasks & lists
  • Databases, spreadsheets, and tables
  • Organize and share your notes and assets

Use video to connect with your prospects and close deals faster

Reach your prospects by sending personalized videos, and quickly show them what’s important (instead of writing long messages).

Nimbus Capture works with Nimbus Note to add visual communication that will benefit both your team and customers. Bring a personal touch to your customer interactions with videos and screenshots. Record short videos for your customers, then share a link to that video by email, CRM or any other system that you use. Use annotation and editing tools to show what’s important.

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Reduce the onboarding time for new sales reps

Creating a comprehensive onboarding plan for new employees that reduces training time, increases training efficiency, maximizes sales success, and decreases turnover of team members.

Centralize all of your employee training and professional development resources—in one place. Create a welcome guide for the resource collection, highlight important documents, and link to ongoing projects that any new employee will need to understand. Organize all sales decks, whitepapers, and one-pagers in a single location.

Manage your sales reviews and store your script templates

High-performance sales teams that meet their objectives are teams that coordinate their sales efforts, capitalize on best practices, and leverage up-to-date information about their leads. Nimbus Note can enable your sales teams to do all this, and more.

Bring greater visibility and accountability to one-on-one sales reviews. Nimbus Note makes it much easier for managers and reps to get on the same page about current conversations and progress against quotas. Store all of your key processes and best practices in a Sales Playbook workspace. Nimbus Note is the perfect place for sales teams to draft, edit, and collaborate on sales script templates and other key documents.

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