Nimbus Note for Sales

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.

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.

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.

Sales

Templates for Sales

All Templates

Marketing/Sales

Entrepreneur

Operations / HR

Blog Post Template

Blog posts can be fully created on Nimbus Note. With this template, you can lay out all parts of the post—pictures, headers, and text.

Campaign Management

Launching a marketing campaign can involve several different steps, from conception to execution. This campaign management template helps you plan each part of the process.

Content Marketing Management

Keep your marketing strategies efficient with this content management template. Use this template to track performance, come up with new ideas, and create the right content for your brand and audience.

Competitor Template

To organize information about your competition, use this template. Create a profile of your competitor and list their key features, mission, and capabilities.

Planning Blog Post

When writing articles, it can help to strategize goals and objectives for the post. With this template, you can note important keywords, list goals, and brainstorm ideas.

OKR Organizer

Use this practical organizer to strategize several results for one key objective. List as many measurable results for each objective and create a strategy to get things done.

Sales Script

Sales calls and pitches can be daunting without prior planning or structuring. Instead of walking into a call without a plan, try out our sales script template to come up with exactly what to say.

Brainstorming Template 🧠

Brainstorming creates a flow of ideas to solve a problem or question. With this brainstorming template, you can come up with different questions. Share the template with your team, and gather everyone's thoughts.

Blog Editorial Calendar

Editorial calendars can help you brainstorm ideas, analyze results, and track article output. This manageable template can help you keep tabs on deadlines.

Social Media Calendar

Managing social media requires strong organizational skills. Instead of relying on different spreadsheets, use our social media calendar to track your work in one place. Use our calendar to schedule all of your posts.

Pre-Call Strategy Checklist

With this pre-call checklist, you can check off important details to prepare for a call. Using this checklist, you can define your objectives, include important client information, and note pain points to include.

Sales Pipeline Table

Use this table as a database for your sales pipelines. Organize all your leads in one place and include essential information about your proposed deals.

Blog Post Tracking

Creating a blog post involves several steps and stages. To keep track of your writing, use this template, which lists writing steps.

Persona Template

This template allows you to lay out vital information about your target personas. By capturing the desires and pain points of your intended audience, your team can design with their needs in mind.

Goals, Signals, and Measures

To plan effectively, you can set goals, identify signals, and build metrics to measure progress. This template helps you stay focused on larger targets for your team.

Marketing Persona

Make sure your marketing campaigns are personalized to your target audience by using marketing personas. We've created this easy-to-use template so you can know your customers better and address their needs.

Marketing Campaign

By carefully planning a marketing campaign, you can ensure each process fits the goals of your team. With this template, you can track each step of the process to make sure you your campaign reaches your clients and customers.

Marketing Quarterly Planning

With this template, you can keep track of all your quarterly marketing initiatives. Use this roadmap as a blueprint for your work.

Checklist Marketing Plan

With a marketing plan, you can describe your market, customer values, and competitors. A thorough and effective plan can help you concoct the right actions for your campaigns.

Marketing Blog Post

Use this template to create a strategy for your marketing blog post. Draft ideas, specify important keywords, and assign revisions.

Content Drafts

Creating new content for a post, article, or blog requires several different steps. To make sure you don’t get lost along the way, we’ve provided this template to help you plan your content creation.

Marketing Plan

To market your products and services, use an effective plan that brings results. Use this template to plan structured campaigns that help you stand out from the crowd.

Tracking Objectives and Key Results

Objectives and Key Results (OKRs) help teams define benchmarks. Your team can track progress and stay updated with what's happening by using this handy template.

Competitors Analysis 🔎

No matter what team you're on, this template makes it easy to manage projects of any size and complexity. No matter what team you're on, this template makes it easy to manage projects of any size and complexity.

Marketing Plan

Creating a thorough plan for your marketing campaigns is a sure way to ensure success. When launching a marketing campaign, there are many different areas to oversee—deadlines, stakeholders, and different steps and stages. Use our marketing template to lay out each step of the way.

Account Planning Template

Store important information about the companies you conduct business with. Use this account planning template to document client contacts and account members.

Customer Testimonials

Testimonials are a great way to build credibility for your organization. If your have too much information to manage in a plain document alone, then use this template to add structure and clarity to your work.

Sales Pre-Call Template

Use this template to plan your meetings with potential clients or customers. Research your contacts and include notes on goals and potential questions to answer.

Sales Call Planner

Sales calls can help you communicate with potential clients and spread awareness for your services. To plan effectively, organize your information with this template.

Account Plans

Share this template with your team to update everyone on account plans. Everyone on your team can get caught up to speed with real-time editing and updating.

Consumer Interview Report

This template helps you organize your data and record your interview Q&A's. Note important conclusions and figure out how they can be incorporated in your work.

Marketing Campaign Tracking

Instead of using several different spreadsheets to organize your marketing campaigns, use our campaign tracking template to keep an eye on your work. Whether your business is large or small, this template can help you meet your marketing goals and objectives.

Campaign Plan

Opportunity Notes

Track meetings and deals in progress with this note template. Use one document to keep track of key people and important information. Create notes during customer meetings to remember everything discussed.

Tracking Marketing Campaigns

As a marketing professional, you might have several campaigns to track at once. With this template, you can easily keep tabs on your work, from conception to completion.

Campaign Summary

When planning a marketing campaign, it can be helpful to summarize your essential goals. This campaign summary template lets you lay out the necessities of your campaign.

Sales call report

A sales call report helps summarize the details of your calls. Use this template to easily keep track of your sales calls. Note key information, such as dates, times, names, phone numbers, and takeaways.