Save time and increase productivity in the early stage of your sales process.
October 09, 2017

Save time and increase productivity in the early stage of your sales process.

Pablo Povarchik | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Streak

We use Streak in our sales division and it saves us countless hours of data manipulation in the early stage of the sales process. It works directly in your Gmail Inbox, making it straightforward to create leads, move them between stages and aggregate data as you go.
  • By sitting right in your inbox it helps to save a lot of time that otherwise would be spent going forth and back between systems.
  • The snoozing feature is priceless, helping on keeping track with leads while keeping a clean Inbox.
  • My team can work collaboratively with each lead, making it easy to "pass the baton" at each stage.
  • It would be cool if Streak integrated natively with other tools like our quote system and CRM.
  • Exporting and manipulating aggregated data is somehow difficult.
  • It lacks the features of a full-fledged CRM, which can be a pro or con depending on your specific sales process.
  • It lacks a proper user interface (other than what you see in your inbox.)
  • The ROI in the early stage of the sales process is impressive, especially when it comes to time saved manipulating data.
  • My salespeople are extremely agile when it comes to data manipulation through the qualification process.
  • We have to invest some time moving data manually after the qualification process, but it can't compare with the time saved beforehand.
Pipedrive is somehow "disconnected from the rest of the world" being a standalone app (the last time I used it was three years ago, that may have changed.)
Salesforce is over-complicated and cumbersome for the "discovery" part of the sales process.
Streak is straightforward to implement and starts saving you time right away, up to the point where a lead becomes an opportunity.
Streak is well suited for the early stage of the sales process, especially where you don't know yet if there is a real opportunity or not. It is not a replacement for full-fledged CRM when it comes to established clients.