Overview: What are Pipelines and Boxes?
All CRM systems are designed to compile data and manage interactions with your current and future customers. Streak takes it a step further and offers this type of business process management to every sector of your company... and personal interests! Streak represents these processes by breaking your data into two main categories: Pipelines and Boxes.
A Pipeline is used to manage some workflow or process that has multiple activities at any given time. Pipelines can help track the progress of your Sales, Hiring, Fundraising, Bug Tracking, or Deal Flows from start to finish.
Each Pipeline defines a set of Stages in linear progression. For example, a Sales Pipeline may flow from the Lead Stage > Demo Product Stage > Negotiate Deal Stage > Closed Won Stage. Similarly, a Hiring Pipeline can flow from the Resume Stage > Phone Screen Stage > Interview Stage > Offer Negotiation Stage > Hired Stage. Pipelines can have as many Stages as you want and they can be fully customized.
We use the term Box to refer to the individual unit you are tracking through your Pipeline's Stages like clients, candidates, or deals. A Box is where you put all the emails, files, Contacts and details related to what you're tracking. If you're using Streak for sales then you'd use a Box to store all the conversations and information related to a particular deal. If you're doing hiring then you'd have one Box for each candidate. Boxes can have as much details as you want about each deal or candidate which can be fully customized with the Columns in your Pipeline.
Pipeline Spreadsheet View vs Box Details View
A Pipeline is setup similar to a spreadsheet with Columns and rows. The Pipeline Spreadsheet View will list all Boxes as rows in a spreadsheet. From the Spreadsheet View, you can follow your Boxes as they move through the Pipeline's Stages and view the Box's high-level data. You can even re-organize the Spreadsheet View to display the Boxes in different order based on specific qualities to help surface the Boxes that need your immediate attention.
The Box Details View will zoom in on a specific Box row to show you only the details of that Box. Each Box field will map to a Pipeline Column. You can find other relevant content of that lead/deal/candidate in the Box Details View- such as related email communications, files, comments from your colleagues, Tasks, Call Logs, and Meeting Notes- which are unique to that Box and cannot be accessed from the Spreadsheet View.
Sample Pipelines and Boxes
Get those ideas flowin' with some example Pipeline and Box pairs:
- Sales Pipeline = Leads as Boxes
- Hiring Pipeline = Candidates as Boxes
- Dealflow Pipeline = Deals as Boxes
- Product Development Pipeline = Features as Boxes
- Bug Tracking Pipeline = Bugs as Boxes
- Event Planning Pipeline = Event Tasks as Boxes
- Personal To-Dos Pipelines = Personal Tasks as Boxes