How to Be Nimble in Outlook Mobile

Nimble sweats the small stuff so you don’t have to.

In our first Nimble workplace post, we introduced you to the power of using Nimble within Office 365. In the second post of the series, we demonstrate how Nimble + Outlook mobile helps professionals respond to important emails quickly and effectively with a single click to access vital relationship intelligence.

Nimble’s Smart Contacts add-in delivers enriched insights about your customer contact information directly within your Outlook mobile inbox, eliminating the need to toggle between mobile apps.

How does Nimble work?

Nimble is the first social sales and marketing CRM that works for you everywhere you engage: inside Office 365, on social media channels, in your web browser, in 130+ SaaS business applications (including Microsoft Dynamics), and on your mobile device.

Nimble automatically builds and updates itself for you by combining your team’s contacts, communication history, email and calendars into one unified relationship manager enriched with the business insights you need to take action.  

With the Nimble Smart Contacts Add-In for Outlook mobile, you can nurture relationships as easily and effectively on Microsoft’s Outlook app for mobile devices as you can on your desktop.    

CRM Smart Contacts Solution

Get Office 365 Business Insights with the Smart Contacts Add-in for Outlook Mobile

Nimble will deliver enriched contact profiles with details about who they are, where they work, where they’re from, their interests, and their complete social profiles — delivering a full 360 view of the contact you are communicating with on both a business and personal level. You can then add this person to your Nimble database, along with the information that has been automatically gathered.

The Nimble add-in for Outlook mobile will also deliver insights on the related company – providing you full company details such as the industry, employee count, the year they were founded, matching keywords, CEO, company type, revenue, location, phone numbers and much more. Social profiles for the companies are also provided to give you a better idea of the companies social presence, who they follow, and who’s following them.

  • People insights include name, company name, title, biography, location, work experience, areas of influence, education, and social identities.
  • Company insights include biography, industry, number of employees, year founded, keywords, company type, revenue, ticker, CEO name, address, and phone number
  • Up-to-date company and contact details and engagement history with your team members.

Social insights are freely available for all Microsoft Office 365 Outlook email accounts. Upgrade to a paid account to access team contacts and engagement history.

3. Nimble Complements Your Office 365 Workflow in Outlook Mobile

Nimble is constantly improving your mobile workflows so you can focus on relationship building with prospects and customers rather than on Google research or cumbersome data entry.

Once your contact has been added to Nimble, you can continue working with them from within the Smart Contacts app. You can then tag important contacts to segment them into lists for future follow up. To ensure you stay top of mind with all of your important contacts, set follow up reminders using the “Stay In Touch” feature.

The Nimble add-in for Outlook mobile also enables you to log notes, create tasks for additional follow-up reminders, manage deal pipelines, set up calendar events, delegate projects to a team member, and more.

With your Nimble freemium subscription, you can view up to ten enriched contact profiles per day. Upgrade your account to receive even more insights on your key prospects and start closing more deals, faster.

Getting Started

Learn how to get started on our FAQ page. Our Smart Contacts add-in for Outlook Mobile is one of many features available for all Nimble plans! If you do not have a Nimble account yet, we invite you to try it for free for 14 days.