Awesome - love seeing the strategies/tips that you have found working for your local business - incredibly useful & appreciate you sharing what you have already tested & use your self .
Glad it was helpful! It really is an amazing tool - let me know how you get on using it. #it also has a mobile app which makes it super helpful...lots more helpful videos to come, thanks for your kind words
Hello! Thank you for this information. I'm wondering if you know if this process would world with Social Media also? Or do I need an email for every account I set up?
@@ZanetDesign Thank you for replying. What I’m noticing online is that the CRM is a offered are strictly for email customers. I have email customers and I also have potential ones through Facebook, Instagram, and LinkedIn. Is there a way to use the free CRM that you spoke about with these platforms?
I think you would need to add the contacts to one contact database. I would use Google contacts as its cloud based and integrates really well with Gmail
This is built for Gmail, but you should be able to connect your yahoo email as an external account and collect yahoo within the Gmail client Does that make sense?
Now you have an idea of what Google My Business is, check out these 13 tips with some bonus tips for good measure...zanet.co.uk/google-my-business-secrets/
I found this software to be buggy and slow as hell. If an add-on cripples your main tool so much, then there's not much to gain from it being integrated.
I found its been fine, the only issues were when Google made an update sometimes the Streak CRM needed a updated patch or install, but that's standard for most bolt on solutions
This does have customizable fields but I believe its a paid feature - but you can trial it for a month to see if it does what you need - have you tried the trial?
Ignite CRM Solutions is one of the leading CRM solution provider, provides It's CRM solutions just for 10 $ (unlimited users) , you can manage your sales ,inventory and support at one place.
Want your own free crm? Get your free version on get.streak.com/zaneclements939
Awesome - love seeing the strategies/tips that you have found working for your local business - incredibly useful & appreciate you sharing what you have already tested & use your self .
Glad it was helpful! It really is an amazing tool - let me know how you get on using it. #it also has a mobile app which makes it super helpful...lots more helpful videos to come, thanks for your kind words
Dude this was amazing. Thank you so much.
Glad you enjoyed it! - I've plenty more tips on my channel - hope to see you on there again soon
I don't see pipeline, is that an email extension that I need to download or activate? Hope u have a video on how to activate pipeline
it should be in a standard install. have you checked your settings in case it's turned off?
Thanks that was really useful. I run a small consultancy business and I need to find a way to cope with the increase in demand!
Yes its a great way to organise content within Gmail and works really well
@@ZanetDesign Thanks, I will keep you posted on progress...I might not go well 🤣
Should I remove the labels and filters I have now? If so, How do I transfer the emails under them to streak?
Have you checked to see if Streak support can give you a tool to do that?
that was Great!
thanks David do let me know if it works for you and how it goes
Hello! Thank you for this information. I'm wondering if you know if this process would world with Social Media also? Or do I need an email for every account I set up?
Hi Nancy, thanks for your question. I'm not 100% sure I understand the question, but you will need a Gmail account for the Streak CRM to work
@@ZanetDesign Thank you for replying. What I’m noticing online is that the CRM is a offered are strictly for email customers.
I have email customers and I also have potential ones through Facebook, Instagram, and LinkedIn. Is there a way to use the free CRM that you spoke about with these platforms?
I think you would need to add the contacts to one contact database. I would use Google contacts as its cloud based and integrates really well with Gmail
@@ZanetDesign The challenge I have with that is that I don’t have every Facebook contact or Instagram contacts email address.
I'm not sure there is a free CRM that can do what your asking unfortunately
Thank you kindly
You are very welcome. I hope you find it as useful as i do
Thanks Zanet!
No worries!
can I get it to connect to my YAHOO email as well, or does it only connect to Gmail?
This is built for Gmail, but you should be able to connect your yahoo email as an external account and collect yahoo within the Gmail client
Does that make sense?
Now you have an idea of what Google My Business is, check out these 13 tips with some bonus tips for good measure...zanet.co.uk/google-my-business-secrets/
I found this software to be buggy and slow as hell.
If an add-on cripples your main tool so much, then there's not much to gain from it being integrated.
I found its been fine, the only issues were when Google made an update sometimes the Streak CRM needed a updated patch or install, but that's standard for most bolt on solutions
Is there a free CRM that allows you to create customized fields??
This does have customizable fields but I believe its a paid feature - but you can trial it for a month to see if it does what you need - have you tried the trial?
Firmao CRM system is a good option.
thanks Peter, not heard of that, in which way do you feel is it better?
Ignite CRM Solutions is one of the leading CRM solution provider, provides It's CRM solutions just for 10 $ (unlimited users) , you can manage your sales ,inventory and support at one place.
OK thanks for the promotion
I gave this video a thumbs down for making me look up what a CRM is....
ok