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Use cases

Built for teams that meet a lot of people.

Sales, partnerships, events and account teams use Nanabase so the people they meet become something the whole company can find.

These are illustrative examples with fictional people and companies. They are not customer stories.
Partnerships · illustrative

Every partner, findable by the whole team.

Maya ChenHead of Partnerships · Northwind Logistics

Maya's partner contacts lived in her inbox and phone. When a colleague needed an intro, they had to ask her first.

  1. Maya shares her partner contacts with Northwind. She sees exactly what the company gets.
  2. An admin approves them, so the directory stays clean.
  3. Colleagues search and see who added each contact, so they know who to ask for an intro.
Northwind directoryPartners
Tyler NguyenBayline Freight
Added by Maya
Sarah KimCopperleaf Studio
Added by Maya
Daniel OkaforCopperleaf Studio
Pending review
Events and trade shows · illustrative

Leads from the booth, in the directory by Monday.

Jordan EllisSales Manager · Northwind Logistics

Jordan comes back from a three-day trade show with a stack of business cards and a badge-scan spreadsheet.

  1. Jordan imports the badge-scan CSV into their private list.
  2. They share the qualified leads with the company, with the department set to Sales.
  3. With nbTap for iPhone, Jordan shares a card by QR code and scans paper cards on the spot.
Jordan's contactsImported from CSV
Ashley BrooksKestrel Components
Shared
Ryan CooperTidewater Design
Shared
Booth leads38 rows
Private
Field sales · illustrative

When a rep leaves, their accounts don't.

Account handoffWhen a rep moves on

A field rep who built relationships across the territory hands in their notice. Usually, those contacts leave with them.

  1. Everything they shared stays in the directory, marked as added by a former member.
  2. The new rep searches the territory and sees every contact the company already knows.
  3. The rep's private list goes with them, because it was always theirs.
Northwind directorySales
Ashley BrooksKestrel Components
Former member
Tyler NguyenBayline Freight
Former member
Ryan CooperTidewater Design
Jordan E.
Account management · illustrative

The right person at a client, without asking around.

Marcus ReedFinance Lead · Northwind Logistics

Marcus needs the controller at a client's accounting firm. He doesn't remember the name, and he spells the firm wrong.

  1. He presses ⌘K and types “sumit.” Search still finds Summit Accounting.
  2. The result shows who on the team knows them, and which department added it.
  3. If he's a Viewer, he can search and read the directory without changing anything.
Search · “sumit”1 company
Rachel AdamsController · Summit Accounting
Finance
Summit AccountingAccounting firm
Client

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