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Utilize Streak and the Mindfulness App to Increase Productivity

LOVE | TWELVE, JULY 2016

Streak is a flexible CRM and process management system that lives inside your Gmail inbox. Streak can be used for CRM, sales, email support, hiring, product management, fundraising, event planning, and more!

Features include grouping all emails from a customer or deal together; keeping track of status, notes and details of each customer; and the ability to view every email between a customer and your team. For more info visit www.streak.com.

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CRM Checklist for a Busy Entrepreneur

LEARN | TWELVE, JULY 2016 

Many of our clients are looking to find the perfect CRM (Client Relationship Management) for their business. This can be a tedious project with so many platforms out there to choose from. A Delegate Associate can help with this research and narrow down the choices for a busy entrepreneur.

 

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