Blog | Streak

Track and improve mail merge performance with new campaign reports

Track open, click, reply, and unsubscribe rates with Streak’s updated Mail Merge reports. Compare campaign performance and run A/B tests to improve your email outreach in Gmail.

Brita Ulf

Jun 30

How to track parent/child relationships in your CRM with Streak

Learn how to track parent/child relationships in your CRM with Streak. Explore tools like linked boxes, contacts, and organizations, plus real-world examples and best practices for managing related records.

Brita Ulf

Jun 24

New: custom contact fields and full contact list in Streak

Track, manage, and organize contact details in Streak with custom fields, imports, and mobile access—your new hub for relationship management.

Brita Ulf

May 28

CRM free trial guide & rubric: How to find a tool that works for your team

Learn how to make the most of your CRM free trial—define goals, test workflows, and spot red flags to choose the right tool for your team’s success. Rubric template included.

Kristina Poulter

May 21

April bug fixes & improvements

Discover April’s Streak updates: mobile fixes, improved automations, better exports, reliable email sharing, and a new shortcut to copy emails fast.

Brita Ulf

May 5

Grow

CRM for Architects: How one firm scaled without sacrificing quality

Learn how a small architecture firm used a CRM to improve client onboarding and keep delivering high-quality work while scaling their business.

Brita Ulf

Apr 22

New Mail Merge features for onboarding, updates, and marketing emails

New Mail Merge features help you send onboarding, update, and marketing emails from Gmail — with more control over replies, threads, and unsubscribe options.

Brita Ulf

Apr 21

Work

Why CRM adoption fails—and how to get your team on board

Struggling with CRM adoption? Learn why CRM implementations fail and discover 7 proven techniques to get your team on board for long-term success.

Kelly Fiorini

Apr 3

The right CRM does exist: a step-by-step CRM evaluation guide

Confidently evaluate and select a CRM that aligns with your business goals using our expert-backed guide.

Kristina Poulter

Mar 27

KPI development: A step-by-step guide to setting and tracking high-impact goals

Many businesses use KPIs to track progress and achieve their goals, but what makes a great KPI, and how can you create ones that drive real success? Learn the essentials here.

Ron Tuch

Mar 20

How to enable caller ID for Streak contacts in the iOS app

Streak's Caller ID feature for iOS displays the first and last name of your Streak contacts on the call screen, helping you identify who is calling and providing context if they're not in your iPhone contacts.

Brita Ulf

Feb 20

Build custom reports and dashboards in Google Sheets with Streak’s new export features

Streak's new export features let you automate CRM data exports to Google Sheets, filter key insights, and create real-time reports—no manual work needed!

Brita Ulf

Feb 13

B2B lead generation: 15 modern strategies for growth and conversion

Hoping to generate higher quality B2B leads? Try these 15 B2B lead generation tips and strategies to start attracting better leads.

Ron Tuch

Jan 9

Sales

Sales management: Definition, tools, and best practices for sales optimization

Want to enhance your sales management processes? Look no further than these best practices and top tools for effective sales management.

Ron Tuch

Jan 2