Email monitoring
With streak CRM efficiency, your email automation progress can be effectively watched so you can further think about what to do next. For instance, if a client opens your email and responds to it, you can check it through and according to that prepare quick feedback. In short, if someone opens it you will get an email notification. You can seamlessly organise a list of opened emails by maintaining a chronology and can find out who to follow up with and who are the lost deals. Through the email tracking feature, you can send group emails to the contacts who last opened your emails to increase the response rate.
Pipeline review
Pipeline review is the key to reaching out to your leads. There are a few things that you can get from the Streak CRM pipeline such as How the prospects are showing interest, how they are reacting, where they belong and what are the tasks to be followed up. Streak CRM importer tool collects leads and prospectus from everywhere and stores them in the Streak pipeline where you can access the contacts data by searching, sorting and filtering as per your preference and saving the final custom view to provide it to the team. The Streak pipeline is compiled with all the details of how you interacted with the teams, such as emails, tasks, notes, call logs and many more. A complete outlook of the contacts you reached is given in the pipeline review and the details of the prospects including priority, location, demography and last email interaction are shown alongside the emails. With this feature, you can seamlessly track the reports and make a follow-up chart according to that such as scheduled meetings, demonstrations, last week’s interaction and more.
API Documentation
Streak’s API access lets you jump into the ocean of modifying your requirements. In short, anything you want to customize, you have to do it with API documentation in Streak and it doesn’t require any development experience. API is used to build and customize pipelines by updating, adding and removing fields in them. Likewise, it helps you create automated feedback by providing the help of Webhooks in Streak. Extracting data from the pipeline and sharing it with the team is now easy with Streak API documentation which leads you to upload the data into your preferred platform.
Email automation
Streak’s email merge is relatively painless as per the review because it has created automated follow-ups to trigger the contacts if they somehow avoid it. And the best part is Streak cares for your prospects, so you can with this feature wake up your clients by sending it on weekends and holidays to achieve a better conversion rate. Uploading a CSV in drafted emails and transmitting it as per convenience actually doesn’t require any help from a third-party application. With effortless email integration, you have no need to switch the sequence of recent follow-ups because you can get an overall view of the sent and drafted emails on the right side of Gmail. Email merge is processed with some upgraded features like A/B testing, right-time deliverability, quota control and follow ups modification.
Workflow customization
With streak, your pipeline looks like a complete answer book of your sales history. It includes sales intelligence, contact data report, sales teams performance and many more. But there is nothing to be confused about. You can totally personalize your workflow according to your preference such as adding subjects, removing unnecessary things, rearranging data records, organizing meetings and customizing pipeline stages as per your need. Personalized workflow allows you to work on all formats such as numbers, texts, tags, contacts, formulas, checkboxes and more.
Email templates or snippets
Writing emails individually is a mundane job and time-consuming because wasting time in the same email format can portray your work inefficiency. Streak CRM has included a new feature in its list- Snippets, a pre-built format to type emails whenever you need. In this feature, you can also create your email palette where you insert saved text with just one click and set a shortcut along with using hashtags, native language and dollar signs. With snippets, your response to clients would be composed and faster than typing manual emails. streak allows you to make customization and help you share saved snippets with your other teammates so that they can easily access them without writing emails. This pre-built email template feature helps you write informative and professional emails for your prospects and the responding email formats complete all the questions coming from your clients.
