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Category: Automation Software Tools
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A handy CRM with integration that works well for small businesses What do you like best about Streak? Streak's format is essentially what I think of as a clickable, expandable Excel spreadsheet. Having everything laid out clearly when opening pipelines is important to me and how I stay organized within my own brain, so this is definitely a highlight of Streak. We have been using Streak since the very early days (2018) so we've seen a lot of improvements come over the last several years. I also appreciate the design of being able to see emails and everything attached to a box all in one newsfeed-like layout. Being able to see everything all at once is imperative when revisiting a client's box to give yourself a synopsis before diving into something. Review collected by and hosted on G2.com. What do you dislike about Streak? A minor gripe (and I mean minor! it's not a dealbreaker) I have with Streak is the occasional downtime. It is most often during the workday, which makes sense, but not having access to any of the boxes in our pipelines because they won't load due to server or other issues can be chaotic, especially if the box you're trying to see is not one you've primarily contributed to. The other thing I am hoping for future change on within Streak is the reports feature. The reports are rather weak and honestly aren't helpful to us. We aren't able to craft anything that is really valuable to our business and goals with Streak's integrated reports, so it essentially requires us to seek an outside way to build them, which also means they unfortunately cannot be housed in Streak. Review collected by and hosted on G2.com. Recommendations to others considering Streak: I think Streak overall functions in a way that is best for small businesses. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? Server uptime has definitely gotten better over the years, so that helps us without explanation. I have also seen many feature and bug improvements come through in the newsletter and overall, that makes for a better, higher quality product.
Sarah K.Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications. It can be used to track any business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking and mail merge (with automated follow-ups).
Six Years In and Still Happy What do you like best about Higher Logic Thrive? I've had nothing but a good experience with HL since we signed on. Set-up was a breeze. The system is very intuitive. The automation rules have saved me countless hours - no need to manually send out welcomes, thank yous, or a bunch of other simple emails. The HigherLogic User Group (HUG) has been a great resource to see what others are doing and crowdsource solutions to simple problems - and anything that's needed to be escalated with a support ticket has been resolved in a timely matter for me. Review collected by and hosted on G2.com. What do you dislike about Higher Logic Thrive? The price. HL is not an inexpensive product - especially depending on whether you want any of the add-ons. For small organizations/associations, this is a pretty significant investment. Review collected by and hosted on G2.com. Recommendations to others considering Higher Logic Thrive: If you can afford it, it's worth the investment. The automation rules are gold. Review collected by and hosted on G2.com. What problems is Higher Logic Thrive solving and how is that benefiting you? HL is solving a few main problems. Number one, the automation rules save me time from having to manually send out a ton of emails. Number two, the reports quickly provide a good gauge of the involvement over the listserv/discussion board. This way, I can have an idea of where to adapt some of our strategies. Number three, it's giving members a quick and easy way to interact with each other - increasing the likelihood of their renewal.
Joe D.Purpose-built for associations, Higher Logic Thrive is a solution for member experience, designed to improve interactions at every stage of the member lifecycle. The Higher Logic Thrive portfolio contains three products: Higher Logic Thrive Platform is a holistic member experience solution containing a dynamic community, marketing processes, and member management capability, all fused together. Streamline staff workflows with one single, integrated solution for finding, engaging, renewing, and communicating with members. Higher Logic Thrive Community is an online community software that makes deep member engagement a reality. It helps users provide a personalized member experience, grow their investment with users, and strengthen member retention – all while learning from their activity in the member community. Higher Logic Thrive Marketing powers one-off emails and fully automated email campaigns with marketing software. Users can send personalized, scalable, and targeted communications that reach audiences with the right message at the right time.
"You need Streak for sales CRM if you're using google suite!!" What do you like best about Streak? Seamless interface right inside your gmail with the CRM tools. When a customer emails you, you automatically see everything about that account from your email. Your teammates can see all interactions as well. It's totally customizable and very easy to create your own tools specific to what you want to know and track about customers and the sales process / cycle. Review collected by and hosted on G2.com. What do you dislike about Streak? I love the desktop features and need to spend more time in the iOS for iPhone because I haven't used it much and there must be some synch tools I'm missing out on. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? We stopped printing documents when we started using streak, and everyone was comfortable changing the SOPs because of the transparency and easy interface in streak. We use streak across departments, so it's benefiting cross departmental communication. It greatly helps us incorporate remote working into our daily operations, for any team member to be wherever they need to be and still tap into all of our sales and orders/customer platforms.
- Mary A. National Sales Manager
everything you need & nothing you don't" What do you like best about Streak? Having a CRM implemented into my main communication funnel has been crucial in how smooth & organize I am with my contacts. I have yet to have a project go untouched or a client to be followed up with. I love how intuitive it is with the interface. Review collected by and hosted on G2.com. What do you dislike about Streak? It has been tough to link it with my external systems. I know APIs are a two way street but it can be clunky to link this together with a project management tool right out of the box. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? Streak is keeping me organized primarily with my client & project communication. My inbox of deals, projects, and support tickets is always organized as soon as I open Gmail. It's super easy to navigate to find the information quickly & efficiently.
- Richard C.
"Best CRM for Gmail users" What do you like best about Streak? What I like the most about Streak is that it is easy to use as a powerful worksheet over Gmail - and when you go deeper it´s a powerful CRM like no other, and a lot more! Review collected by and hosted on G2.com. What do you dislike about Streak? The to-do list could be a wider window, and the support could be a little bit faster. To be very honest, I don't see any downside to using streak, even in the beginning it is very easy to work with. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? As I am a hard user of Gmail, it makes sense to use a CRM that works over the platform, the idea of the pipeline works very well and it can be customized as easy as a worksheet
- Carlos M.
"Great Community Features" What do you like best about Higher Logic Thrive? Higher Logic has a lot of amazing features that help build member engagement. We especially love the ability to build microsites for each of our specialty groups. Our members also love the discussion board, event calendar, member directory, and member resource library features. Review collected by and hosted on G2.com. What do you dislike about Higher Logic Thrive? One downside that I've run into is feeling like I need to contact support for items that I wish I could do myself. For example, mass updating the email preferences of our groups. I also wish the reports included more data and would go back further than a month at a time. It would be really nice to see our annual data in the reports. Review collected by and hosted on G2.com. Recommendations to others considering Higher Logic Thrive: I would recommend hiring either an internal or external consultant. Review collected by and hosted on G2.com. What problems is Higher Logic Thrive solving and how is that benefiting you? We utilize Higher Logic's microsite feature to create personalized websites for each of our specialty groups. Higher Logic has a lot of different widget options available to help us personalize the websites and build member engagement. We use the discussion board to allow members to stay engaged with each other and leadership, even through their emails. The member resource library allows our members to share valuable documents and resources. And the member directory gives our members the ability to find each other and connect either through the website or their own email. We use the member directory feature for mentor/mentee searches too. The ability to give our members selective admin privileges also provides our volunteers the opportunity to make edits to their own websites.
- Kaylen H.
"Effective tool for Member Engagement" What do you like best about Higher Logic Thrive? I admit I was skeptical about purchasing Higher Logic Community because I was not sure the benefit would warrant the cost - staff convinced me to try it. Within the first three months, I saw the value of the community, especially for the association board and committees, and began to see the potential for membership engagement. About the same time, the pandemic hit! The community platform was a lifeline for many of our members. The opportunity to engage with each other on the platform was a valuable networking avenue, especially when our members were isolated and disconnected from each other. Now that restrictions regarding work location and travel are being lifted, our members are still using the community at a high engagement rate. The association membership has grown in the past two years. I attribute some of that growth to enhanced engagement through the community platform. Review collected by and hosted on G2.com. What do you dislike about Higher Logic Thrive? The search feature for past posts or conversations is cumbersome. Review collected by and hosted on G2.com. What problems is Higher Logic Thrive solving and how is that benefiting you? The community platform has enhanced board and committee communication and productivity. The community has quickly become perceived as a significant benefit of membership; thus, it has contributed to member recruitment and retention.
- Ann T.
"Easy to setup and engagement building" What do you like best about Higher Logic Thrive? The setup is very intuitive and easy even for a non-coder. The support staff and the HUB community are efficient in answering any questions or resolving any issues. The community is also user-friendly for our diverse membership. I would highly recommend it to build a safe space for members to exchange and build relationships. Review collected by and hosted on G2.com. What do you dislike about Higher Logic Thrive? The polling tool could be a bit more elaborate. Currently the basic functions doesn't allow it's usage for a different variety of needs. Review collected by and hosted on G2.com. What problems is Higher Logic Thrive solving and how is that benefiting you? We were looking to establish a safe space where our member community can network, exchange ideas, find solutions for their problems and have a sense of belonging. With the support of HL team, hard work, our member community's collaboration and time, we've managed to create this environment we were looking for our members.
- Vasan S.
Pros |
---|
Free add-on to Gmail |
No separate place to have to go |
Does not clog up your email with lots of folders |
Very customizable to function however makes sense for you |
Cons |
---|
I wish that it automatically added the email address to the "box" instead of having to manually add it |
A little manual to move boxes to different categories |
I wish you could search a keyword IN the box correspondence items. |
Pros |
---|
Allows a safe space for community members to communicate with each other |
Offers the organization an area to provide updates that are relevant and timely to the community members |
Connect members with similar interests with online events and |
when Covid allows |
in person events |
Cons |
---|
It would be nice if it could integrate with non-Higher Logic marketing automation platforms to better monitor communication limits |
A more visual interface would be nice so it would be easier to maintain brand integrity |
Better analytics is always something the marketing department is looking for |
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