Streak Crm Video Demo 2023 – Workflow Management Discounts

As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.

tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Video Demo  for your consumer relations partnership communication and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now  is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now  is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative here which is add to Chrome and you’re.

going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding to Gmail and it will take me straight 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 merely check in make sure to sign.

into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable after including  this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this brand-new option 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 be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.

and you can give it your color so we can really choose different colors for each of the stages however I believe all of these are in fact already developed so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo 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 different fields that you want so you will click this plus here and we have free kind a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date alright company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date created followers and more so I really wish to opt for the created.

by or possibly the followers since I wish to keep an eye on my employee that are really following this so I will you understand 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 really among the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to choose these sales if I made with projects then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it different different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our assistance you can see we have inbound designated working on resolved and noise this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on 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 simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.

attachments so this is how you develop a lead within your when you’re made with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data 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 deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine email and with combine email what takes place is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so using  is truly easy you can get started free of charge by just including the integration and now you understand how to utilize as a complete newbie don’t.

My Journey as a Freelance Journalist:.

Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve worked with numerous clients, handled numerous jobs all at once, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.

In my quest for a service, I checked out different platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.

: Simplifying Freelance Journalism Hiring.

is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.

Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and jobs.

Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to project conclusion.

You can classify contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.

Seamless Collaboration and Team Effort:.

helps with collaboration by enabling you to share pipelines and interact with team members within the platform.

You can appoint jobs, share essential emails, and team up in real-time, enhancing productivity and ensuring everybody remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.

Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.

Developer-Friendly Integration:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and develop custom-made services.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Advancement:.

‘s pipeline function can be adapted to handle software application development tasks, from ideation to implementation.

You can create custom-made stages for different development phases, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of

Pros:.

Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.

Cons:.

Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.

While offers considerable benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.

Cost:.
uses a more economical option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
Conclusion:.

As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. offers a instinctive and budget friendly service that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.

Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.