Unclaimed: Are are working at Streak ?
Streak CRM is a customer relationship management software built specifically for Gmail. This adds a layer of convenience to your processes as it helps minimize the need to jump between tools. The platform is a well-known solution for CRM, powerful conversion tracking, and delivering accurate engagement reports. Thanks to various email tools as well as available templates, users can deliver professional and personalized emails and implement mass email marketing campaigns.
| Capabilities |
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| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Desktop Chromebook, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Streak with other popular tools in the same category.
The completely seamless integration with Gmail
Really nothing that we dislike; one improvement would be an ability to "archive" old boxes, so that they do not show up in search results
In our application of our sales process at Lapp Structures, we were looking for CRM software for our growing retail business. As the decision-maker on this rollout, I had two main priorities for our software. First was finding a software that integrated seamlessly with Gmail, as we use Google Apps for our email, calendar, and other uses. Also, with varying technical ability among our sales staff, this software needed to be extremely easy-to-use. In my research, software with deep functionality (which we did not need in our use case) often brought with it a difficult-to-use user interface. With Streak, it is extremely easy to create a new "box" for a new sales lead, to add information and emails to the box, and follow it through the process with tasks and reminders. We could not be happier!
The integration with gmail, the customer support, the help videos, it is not only an amazing product it is also an amazing company.
The trail account used to be better, I recommend this software to many people, but now the trial account is almost not of use.
CRM, Workflows, Task Planning, Follow up on activities.
The ease of creation and organization boxes and flow through each pipeline.
I'm not sure if it is "user error" but dragging one box to another pipeline rather than having to click to enter it and then move it through different pipelines/stages.
Organization of hiring for multiple offices. The ability to create stages of hiring, the easy sync with our calendar of upcoming items and staying on task with each candidate has been very easy. I also like that you can share out pipelines for progress and updates.
I can easily manage my own custom sales pipeline. While it's nowhere near a full-fledged CRM, it fulfills the basic functions extremely well, right inside my Gmail and I have yet to think of a complaint. The price point is free for my small team (which is just me). It assists in my workflow enough to make me more efficient, but without getting in my way or bogging me down with unnecessary features.
My only dislike is the fact that I'm on the free version, while there are additional features in the pro version. For me personally, it works best because more features means more time off the phone and on the computer micro-managing my process.
My sales pipeline has gotten extremely efficient. I know where potential clients are at all times and sales no longer slip through the cracks unless it's my own fault for not using the software. A huge benefit is the fact that it's built into Gmail, which I use on a daily basis regardless.
I've mostly used Streak as a freelance writer, who would apply to 20 jobs a week and had no system for follow-up. Streak made this super easy. After installing Streak on Gmail, I would simply add every application email I sent to a box that would allow me to quickly followup on it a week or so later. I increased my reply rate by doing this, as often people hiring writers will forget to followup. If you want to keep track of emails, this is the best way to do so!
The annoying popup that shows up everytime I log into Gmail.
Definitely helped me increase the number of jobs I got accepted for due to my prompt followup.
This free tool offers so many features it is ridiculous. From free email tracking, templating, reminders, scheduling and more. There is a lot that this product offers.
I do think that the product could be updated a little more often or have more features released over time.
I use this product as an informal applicant tracking system as well as a contact list. It is helpful in many different ways and has a lot to offer as far as solutions.
I used to use a couple of Streak's features via standalone plugins for Chrome, but none of them did a good job anyway. Streak combines things like email snoozing, snippets, scheduled sending, read receipts, plus an entire pipeline CRM to Gmail all with one simple plugin. As a small business we simply add emails from our website's Contact Form to a Streak Pipeline and we can make notes, and see all emails and contacts involved. The data has been helpful for us, too. For example, how many leads convert, and what's in the Notes of the ones that don't? Very valuable info for us!
Since Streak is a Chrome plugin it can sometimes alter the page in a way that appears broken, or breaks other Gmail features. These bugs are tiny, and they come/go with new versions being released. I think this is just a limitation of it being a plugin, though. The 'Split Thread' feature has never worked for me and I think that'd be a handy one. I'd like to see thumbnails in the 'Contents' section for attachments, or just a totally different section / label for a Box's attachments.
I used the scheduled sending to make it look like I'm sending emails bright and early in the morning, and then my message is at the top of the receipients inbox in the AM. I use the Snippets feature to copy in information that I found myself retyping to clients during our order process and saving TONS of time. If someone tells me they will follow up, I use the Snooze feature to pop the message back into my inbox if no one has replied. The CRM feature is great, as well. I use it to follow email chains through our order process and the Boxes are helpful for clients who start new email chains on every reply, send attachments separately, multiple chains per order etc.
Streak is awesome, it makes it so easy to keep track of all your clients in gmail, you do not need to jump from gmail to CRM to email tracking program. Streak has simplified my life and improved the way I manage my clients through the whole sales cycle.
There is very little I would improve but I do wish the email tracking was more robust and there was a way to manage a multiple email campaign.
Streak has saved me time by displaying all my client information in gmail, it make sit so much easier to take a customer from cold lead to closing the deal and on boarding them.
Editable snippets with shortcuts save me even more time than I thought possible!
Integration with Chrome could be better, but I think that is due to how much Google changes at a whim.
This helps me track email, organize steps in multiple processes, and quickly schedule emails. I have more time to focus on making sales!
The collaborative organization! Streak pipelines are the best thing that has ever happened to my sales team. By establishing the Streak pipeline for (in my case) each a sales and on-boarding process, your entire team becomes intuitively aware of (i) the flow of the sales/on-boarding process, and (ii) where the biggest hurdles are in the pipeline that slow down the sales/on-boarding process. My whole team can also add emails to each account, "box" in Streak terms. This is great for when I want to know about an account someone else is corresponding with - I can go into that account's "box" and see all the emails, customizable note fields, and any reminders that my teammate has made. Streak notes also appear beside any message you send or open (if you've already associated the message with a "box"). This is fabulous, because when you're reading or composing a message, you can glance to you or your teammates' notes on the side and have any context you may need.
- Streak, to my knowledge, doesn't sync with Salesforce. - There's an email tracking function within Streak, but it only tracks how many views and on what devices - no detailed analytics like Yesware. - A few months ago I tried to make a bulk transfer of information from one pipeline (Sales) to another (Vendor On-boarding/ Tracking). It worked, but some information that was transferred stayed as a duplicate in the original pipeline while other information didn't transfer and needed to be individually moved.
Streak has helped my team organize our accounts and share all of our correspondence with each client. It's collaborative email organization with a visual pipeline functionality. You can share emails, notes, even templated messages. I do not want to imagine how much less efficient we would be now without Streak.