Streak Crm University 2023 – Workflow Management Discounts

As an experienced freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.

tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm University  for your customer relations cooperation interaction and far more so let’s enter it first of all you need to go to streak.com and you will arrive on this website right here now  is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s really enter the procedure now  is available as an extension and it’s completely free so as soon as you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.

going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just sign in ensure to sign.

into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on permit after adding  this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you in fact wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.

and you can give it your color so we can really choose different colors for each of the stages but I think all of these are actually currently created so this is in fact quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free kind a date check box fall General email e-mail tracking job calls and conferences so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size fine let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually produced by date created followers and more so I really wish to opt for the created.

by or maybe the followers since I want to monitor my employee that are really following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak  is actually one of the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t wish to go for these sales if I finished with jobs then I can choose the task phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and customized So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is really pretty good and we likewise have custom where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click create private or.

shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called also there’s one working out so I’ll just simply click brand-new now when you develop a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.

attachments so this is how you develop a lead within your as soon as you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what happens is I can really develop a follow-up e-mails and various storage emails here and we have active advises so utilizing  is really easy you can get started for free by simply adding the combination and now you know how to utilize as a total novice don’t.

My Journey as a Freelance Reporter:.

Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with various clients, handled numerous tasks all at once, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.

In my mission for a solution, I checked out different platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.

: Streamlining Freelance Journalism Hiring.

is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.

User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear summary of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to manage and keep track of the development of your assignments and projects.

Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to job completion.

You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.

Seamless Partnership and Teamwork:.

facilitates cooperation by allowing you to share pipelines and interact with team members within the platform.

You can designate jobs, share important emails, and team up in real-time, enhancing performance and making sure everybody remains on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software:.

Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.

Developer-Friendly Integration:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom-made options.
This flexibility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.

‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.

You can develop custom-made stages for different advancement phases, assign tasks to staff member, and track progress effectively.
Pros and Cons of

Pros:.

Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.

Cons:.

Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.

While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.

Cost:.
uses a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
Conclusion:.

As an independent journalist, handling your hiring process and customer relationships is critical to your success. deals a instinctive and budget-friendly service that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.

Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.