Oops! Something went wrong while submitting the form.
Guides
CRM free trial guide & rubric: How to find a tool that works for your team
Learn how to make the most of your CRM free trial—define goals, test workflows, and spot red flags to choose the right tool for your team’s success. Rubric template included.
Kristina Poulter
May 21, 2025
•
12
min read
Streak
April bug fixes & improvements
Discover April’s Streak updates: mobile fixes, improved automations, better exports, reliable email sharing, and a new shortcut to copy emails fast.
Brita Ulf
May 5, 2025
•
2
min read
Grow
CRM for Architects: How one firm scaled without sacrificing quality
Learn how a small architecture firm used a CRM to improve client onboarding and keep delivering high-quality work while scaling their business.
Brita Ulf
Apr 22, 2025
•
11
min read
Streak
New Mail Merge features for onboarding, updates, and marketing emails
New Mail Merge features help you send onboarding, update, and marketing emails from Gmail — with more control over replies, threads, and unsubscribe options.
Brita Ulf
Apr 21, 2025
•
5
min read
Guides
The right CRM does exist: a step-by-step CRM evaluation guide
Confidently evaluate and select a CRM that aligns with your business goals using our expert-backed guide.
Kristina Poulter
Mar 27, 2025
•
12
min read
Guides
KPI development: A step-by-step guide to setting and tracking high-impact goals
Many businesses use KPIs to track progress and achieve their goals, but what makes a great KPI, and how can you create ones that drive real success? Learn the essentials here.
Ron Tuch
Mar 20, 2025
•
11
min read
Streak
How to enable caller ID for Streak contacts in the iOS app
Streak's Caller ID feature for iOS displays the first and last name of your Streak contacts on the call screen, helping you identify who is calling and providing context if they're not in your iPhone contacts.
Brita Ulf
Feb 20, 2025
•
2
min read
Streak
Build custom reports and dashboards in Google Sheets with Streak’s new export features
Streak's new export features let you automate CRM data exports to Google Sheets, filter key insights, and create real-time reports—no manual work needed!
Brita Ulf
Feb 13, 2025
•
5
min read
Guides
B2B lead generation: 15 modern strategies for growth and conversion
Hoping to generate higher quality B2B leads? Try these 15 B2B lead generation tips and strategies to start attracting better leads.
Ron Tuch
Jan 9, 2025
•
17
min read
Sales
Sales management: Definition, tools, and best practices for sales optimization
Want to enhance your sales management processes? Look no further than these best practices and top tools for effective sales management.
Ron Tuch
Jan 2, 2025
•
15
min read
Sales
ICP sales: How to create an ideal client profile for effective sales and marketing
Learn what an ICP is and how you can create one that'll clarify your sales and marketing efforts and drive new business growth.
Ron Tuch
Dec 19, 2024
•
15
min read
Guides
How to embed a Google Form on a website and track responses
Learn how to leverage the best parts of Google Forms to grow your business. This guide will show you how to embed forms on your website, boost lead generation, and track responses, all without any fancy technical skills.
Cameron Smith
Dec 12, 2024
•
7
min read
Streak
Streak Pro+ CRM plan for teams
Streamline workflows and boost results with the Streak Pro+ plan, featuring AI-powered deal management, advanced reports, and native integrations.
Brita Ulf
Dec 9, 2024
•
3
min read
Work
Streak command palette: faster, more precise search in your CRM
Save time and stay focused with the Streak command palette. Quickly find CRM data, access recent work, and take action with just one keyboard shortcut.
Brita Ulf
Dec 9, 2024
•
2
min read
Sales
Behavioral Segmentation: Your Secret to Targeted, High-Impact Marketing
Learn all about what behavioral segmentation is, why it's essential for personalized marketing campaigns, and how to implement it in your marketing strategy.
Ron Tuch
Nov 21, 2024
•
15
min read
Guides
What is a KPI dashboard? How to build one your team will actually use
The best KPI dashboard is the one your team will actually use. Learn KPI dashboard examples, key metrics to track, how to choose a dashboard tool, and best practices from Streak’s Head of Operations.
Brita Ulf
Nov 14, 2024
•
15
min read
Guides
How to create free lead generation forms with Google Forms
Use Google Forms for simple, effective lead generation. Learn how to set up templates, customize forms, and connect with CRM tools for organized outreach.
Katie Schuknecht
Nov 7, 2024
•
8
min read
Sales
Hard Sell Tactics: Is Hard Selling Effective in 2025? (Definition & Characteristics)
Think a hard sell may be a good approach for your business? Learn more about its definition and find out if it's still an effective tactic in modern society.