How to use task automation to work more efficiently in any job
Task automation helps you stay competitive in a rapidly changing landscape. Learn which tasks are best suited for automation and how to automate your workflow with these simple steps.
Contacts and organizations help you track all of your team’s emails in contact and organization pages, send personalized mail merges, and reach out with one click. Your contacts are the backbone of your CRM, which is why we’re always working to improve them.
Over the years, the Streak team has shifted from one primary office at our San Francisco HQ to three distributed offices and a handful of remote employees across two countries. In doing so, we’ve not only built Streak CRM (which we use for all of our business functions!) to support remote work, but we’ve also explored ways to maintain culture, connection, and productivity as a remote team.
A lot can happen in an email. Whether it’s a note from a sales lead that converted to a valuable customer, an invoice that needs to be seen by both finance and fulfillment teams, or a support inquiry containing information about a bug — emails often become relevant to more than one of your team’s pipelines.
We at Streak believe that a strong CRM is more than just a tool for tracking sales interactions. In an industry where the definition of “customer” is constantly expanding and becoming more inclusive, we believe that a strong CRM should follow suit.
Celebrating another iOS update — (6 so far in Q4)! We’ve brought Streak Contacts and Call Logs/Meeting Notes to the app so you can easily see the full communication history of a deal, and all the people involved. From a Box, you’ll see two tabs, ‘Contacts’ and ‘Interactions’.
The biggest benefit of Streak is the ability to customize anything, whether it’s columns, pipelines, charts or stages. Internally we use Streak for everything; sales, customer support, product development and hiring. A feature I rely heavily upon for my daily work is the formula column. They may look scary, but formula columns will change your life!
We’re very excited to take the wraps off our most recent additions to Streak: Call Logs and Meeting Notes! Combined with our recent launch of Tasks, you can now ask your Streak pipeline powerful questions like “Which of my boxes contain a task that is due today?” or “Which of my leads have I not called this month?”