How to use Streak for powerful customer management with Gmail


Streak for Gmail turns your already highly effective Google e mail shopper right into a powerhouse CRM device, prepared that can assist you streamline a few of your processes.

There are some Chrome extensions that go a protracted solution to make working with Gmail a far richer and highly effective expertise. One such extension is Streak. This explicit addition to the Chrome browser (and Gmail) turns your Google e mail shopper into a strong CRM device, prepared that can assist you:

  • Group emails from clients
  • Hold monitor of standing, notes, and particulars of shoppers
  • Share with a workforce
  • See each e mail between clients and your workforce
  • Schedule e mail

Streak helps you handle enterprise processes similar to gross sales, hiring, help, and product improvement … all from inside your Gmail inbox.

Let’s stroll by means of the method of putting in and beginning to use Streak.

Set up

As talked about earlier, Streak is simply obtainable for Gmail by way of the Chrome internet browser. Streak doesn’t work with Inbox nor some other browser.

To put in Streak, go to the extension web page after which click on ADD TO CHROME. As soon as Streak is put in, you then have to go to your Gmail web page and Streak will combine into your account. You’ll know the mixing is profitable when the small orange icon seems subsequent to your title (Determine A).

Determine A

Efficiently put in Streak able to serve.


Okay, now comes the half the place I say “You’re higher off studying the intensive assist info discovered throughout the Streak device”. Why? Streak is complicated. It should take a while to stand up to hurry… and the device gives a number of options.

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Nonetheless, let me provide you with an instance of what Streak can do. Streak makes it simple to prepare emails into what they name Bins. If you open an e mail, you’ll discover the Streak drop-down. Click on on that after which you possibly can both shortly add an e mail to a field or create a brand new field (Determine B).

Determine B

Creating a brand new field to carry emails.

When you create the brand new field, you will need to then add it to a Pipeline. Pipelines are the bread and butter of Streak. By default there are two pre-built pipelines (Journalism and Gross sales/CRM). What are pipelines? They will let you higher handle processes similar to hiring and/or gross sales. You create new Pipelines from the left navigation in Gmail. Check out the left navigation and also you’ll discover the Pipelines entry. Click on New (subsequent to Pipelines) after which (from the popup) choose the Pipeline you wish to create (Determine C).

Determine C

Deciding on a brand new pre-configured Pipeline.

When you’ve chosen a Pipeline to create, Gmail will mechanically open to it so you can begin working with it. You’ll, nonetheless, discover there aren’t any customers added but. That is important to some Pipelines. So as to add customers, you possibly can open the Pipeline from the Gmail search device. Say you wish to add customers to your Journalism Pipeline. Sort pipeline:Journalism within the search bar and, within the ensuing window, begin including customers from throughout the Add individual field (Determine D).

Determine D

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Configuring a Pipeline in Streak.

At this level, you’d be a lot better suited going by means of the Streak documentation. To search out it click on on the Streak icon in Gmail after which, from the resultant popup, click on Get Assist. This may open the Streak assist window the place you could find out all the pieces there may be to find out about this unbelievable device.

Should you’re searching for a CRM-like device to show Gmail right into a critical powerhouse, look no additional than Streak. There’s one factor to notice about Streak – the price. There’s a free plan which can get you a 5 consumer restrict and a vast variety of packing containers and e mail instruments. Should you want the likes of experiences, formulation, duties, name logs, and extra, you’ll wish to take a look at the pricing matrix to see what Streak has to supply.

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