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A CRM is just nearly as good as its pipeline administration function, the true take a look at of whether or not it is price its weight in digital gold.
At Small Enterprise Bonfire, we put Streak’s pipeline administration to the take a look at over an intense three-month interval, and the outcomes have been nothing in need of spectacular.
For starters, we beloved how all of our contact particulars have been simply accessible by means of our Gmail account. It was basically all of the contact administration capabilities of Gmail out of your pipeline dashboard.
The customization choices have been additionally a standout, permitting us to mould our pipeline to suit our distinctive enterprise wants.
This is an instance of the pipeline customization display, the place we may simply add, take away, and identify every pipeline stage.
We created one particularly for “online marketing partnerships.”
Under, you may see how issues formed up as soon as we added a few of our offers into the combination.
The clear visible illustration of every stage made monitoring progress a breeze, proving that Streak would not simply speak the speak however walks the stroll relating to efficient pipeline administration.
Talking of clear visible illustration, we have been in a position to select from a ton of views (proven under).
A few of these embrace the next:
- Groupings
- Pie charts
- Line charts
- Column charts
- Bar charts
Every view presents its personal distinctive perspective, permitting you to higher observe offers and progress.
Nevertheless, the sheer quantity of utility it has makes Streak stand out from the remainder of the competitors (relating to pipeline administration).
A few of the many use instances for the CRM software program embrace:
- Gross sales
- Mission administration
- Enterprise Dev
- Hiring
- Job Search
- Investor
- Fundraising
And there you have got it, people. Streak CRM is like your trusty Swiss military knife within the murky world of pipeline administration, providing an array of options as various as what you are promoting wants.
So whether or not it is managing gross sales, challenge administration, and even fundraising, Streak’s bought your again!
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