Functionality | 10 <p>Salesforce is one of the most powerful CRMs on the market. Its core functionality will be more than sufficient for most companies, and it also offers advanced capabilities that should satisfy even the most complex enterprises.</p> | 6 <p>For a CRM that operates within your Gmail inbox, Streak offers a surprisingly robust set of features. In addition to managing contacts and pipelines, it provides email sequences, data enrichment, an AI co-pilot, and custom reporting.</p><p>However, it lacks some advanced features, such as tracking web visitors, capturing contacts via webform and ability to create custom objects.</p> |
Ease of Use | 1 <p>Salesforce has the steepest learning curve and most complex user experience out of all CRM experiences. Built for large sales teams, everything (e.g. editing pipeline stages, adding an opportunity) takes longer to get done. There are foreign terms for technically proficient, power users everywhere, especially in the automations modules. Be prepared to invest weeks to learn the basic operations, and months to master the advanced features.</p> | 7 <p>As a CRM that sits on top of your Gmail inbox, Streak is easy to set up and use.</p><p>Key workflows are also intuitive. In particular, you can easily add contacts to your pipeline from your email threads via a sidebar and easily enrol contacts into an email sequence.</p><p>Some of the more advanced features like automation however, has a bit of learning curve to them.</p> |
Look and feel | 4 <p>Even with the latest Salesforce Lightning, the user interface still feels cluttered and dated compared to newer CRMs out there—it’s definitely not a joy to use.</p> | 5 <p>We find Streak visually acceptable, though its layout is a bit cluttered at times. Our main gripe however, is that Streak loads slowly e.g. when you login, it takes at least 5-6 seconds before Streak loads.</p> |
Customisability | 10 <p>With Salesforce's Apex programming language, you can customise almost anything you can think of - from user interface, sales workflows to how Salesforce integrates with other software.</p> | 7 <p>Streak allow you to customize most things, from fields, pipeline stages, reports, saved reports and workflows.</p><p>However, it lacks the ability to add custom objects, which allows you to track items besides contacts and companies, which may limit Streak's useful to build more complex workflows.</p> |
Ease of Setup | 1 <p>Salesforce offers a self-serve free trial, but as an enterprise-focused platform, the initial setup is a lot more involved. Even the simplest configurations can take over 20 minutes, with basic tasks, like customizing pipeline stages, requiring more steps compared to other CRMs. Fully customizing and implementing Salesforce can take several months, and many teams end up hiring dedicated consultants or technical experts (at significant expense) to handle setup and data migration.</p> | 9 <p>Streak offers a self-serve free trial. It takes almost no time to get started with Streak, which is simply a Chrome Extension that sits on your inbox. Fully customising the platform with workflow automation and reports is still straightforward, and can be done within 1 business day.</p> |
Customer Support | 4 <p>Salesforce offers personalized Q&A through live chat, but it’s only available during business hours and often feels sales-y. We wish the coverage was greater and they held off on the upsell!</p> | 7 <p>Streak offers live chat with human agents who are helpful and quick to respond. However, note that they are online only during US business hours.</p> |
Integratability | 10 <p>Salesforce has the most extensive integration ecosystem of any CRM. It offers pre-built integrations with nearly all the key third-party tools and provides a robust API for building custom integrations.</p> | 3 <p>Streak only offers a few pre-built integrations: Google Voice, Calendly, Typeform, Google Sheets, and Slack.</p><p>However, it does have an API & Zapier integration.</p> |
Ease of Migration | 10 <p>Salesforce allows users to export most data via self-serve or via an API. Exports of key data to relevant 3rd party vendors are also available via pre-built integrations.</p> | 8 <p>Streak allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p> |