How Chris from TLIC Media managed to reduce stress, centralize communication, and take control of customer data with Streak
Connect to 4,000+ apps and set up automations without using any code or leaving Gmail.
Automating your CRM not only saves time, but it improves the accuracy of your data and provides a better experience for your customers and your team.
Learn the following 5 things about your prospect to make sure you’re prepared for your call.
These 6 free tricks will help you work more efficiently and effectively in your inbox.
A breakup email is a strategic move that can confirm if a lead has gone cold, or it could be the spark you need to rekindle the…
Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.
These 5 tips will help you create a system to document important calls and meetings, share information with your team, and plan for next steps — without leaving Gmail.
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.
Our new command palette is for the Streaker who’s always on the hunt for little wins — ways to maximize efficiency, save time, and get more done.
Streak has always let you view your teammate’s shared emails, even if you weren’t included on the email thread. Today we’re launching the ability to reply to those emails as well.
Creating a pipeline should take minutes — not days — of your time, but quick setup doesn’t mean cutting corners. With Streak you can design a comprehensive pipeline for any workflow in three steps.
Streak is built into your inbox to supercharge your workflow in Gmail, but we know that teams also need information at their fingertips when they communicate internally using tools like Slack.
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’.
We’ve rebuilt Streak Mail Merge from the ground up. Our most beloved of all Email Power Tools is better than ever!
Hey everyone — Brian here from the Customer Success team! Long time reader, first time writer, and I’m here to tell you all about the most powerful feature in Streak: Saved Views.
Access your Pipelines and Boxes anytime, anywhere with new Streak Mobile. Whether you’re working in the office, walking into a meeting, or traveling, Streak for iOS and Android has you covered.
Think of Data Validation as ‘Required Fields’ with an additional option to create complex, custom rules.
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!
Every pipeline tells a story. Our goal is to make that story easy to read. Call Logs, Tasks, and Meeting Notes are new tools you can use to illustrate, punctuate, and organize your story for easy reading.
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?”
Hooray for Feature Announcement Days! Today we bring you the first of several big upcoming feature announcements — stay tuned!
Why? Because Streak automagically (this is a real word) fills out all of the data inside Magic Columns for you. No clicking, no data entry, Less Effort! Magic columns give you an easy way to leverage all of the computing power running your pipelines.
Focusing on your work is one of the keys to being more productive. At Streak we’re always looking for ways to remove distractions so you can focus on what matters: closing deals, and getting real work done.
Today we’re launching one of the most heavily requested features by our users — email tracking.
We’re pleased to announce the our that our first mobile app is available — Streak for iPhone.
Need an easy way to know exactly what needs to be worked on every morning? Want an easy way to know when it is time to follow up with a candidate or a sales customer?
Are you a power Streak user? Here are a few tips to make editing complex pipelines a little easier.
Since first launching Streak we’ve had tons of requests to be able to move a box from one pipeline to another. We’ve been testing it for a while and just launched it to all users.
If you are a heavy user of Gmail and don’t use keyboard shortcuts, just stop reading this right now and go read this article then go and enjoy the extra hour in your day you have — everyday.
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