Streak Crm Gmail Tutorial 2023 – Workflow Management Discounts

As a skilled freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.

tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Gmail Tutorial  for your client relations partnership interaction and far more so let’s get into it first off 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 add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now  is offered as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included okay 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 just sign in ensure to sign.

into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after adding  this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 combines so you can see this is like our new control panel for here I’ll be able to create 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 produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demo 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 email last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you really wished to develop another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.

and you can provide it your color so we can in fact select different colors for each of the stages however I believe all of these are in fact currently developed so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 desire so you will click this plus here and we have free form a date check box drop down General email email 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date developed followers and more so I in fact want to choose the produced.

by or possibly the fans because I wish to keep an eye on my staff member 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 options available within streak  is really among the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I made with projects then I can opt for the job phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others property support and custom So within our assistance you can see we have incoming appointed working on solved and noise this is really respectable and we likewise have custom where I can in fact start something from the scratch completely according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop private or.

shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-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 invite the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.

accessories so this is how you develop a lead within your once you’re finished with this you can really click get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the emails that I will be receiving 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 merge e-mail what happens is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing  is actually easy you can get going totally free by just adding the integration and now you know how to utilize as a complete beginner do not.

My Journey as a Freelance Reporter:.

Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I’ve worked with many customers, managed numerous projects all at once, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.

In my mission for an option, I checked out different platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.

: Simplifying Freelance Journalism Hiring.

is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly count on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.

Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and tasks.

Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to job completion.

You can classify contacts, develop customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.

Smooth Cooperation and Teamwork:.

facilitates cooperation by permitting you to share pipelines and communicate with employee within the platform.

You can assign tasks, share essential e-mails, and team up in real-time, enhancing efficiency and ensuring everybody stays on the same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software:.

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

Developer-Friendly Integration:.
offers a robust API and extensive developer documents, making it simple to integrate with other tools and develop custom-made options.
This versatility allows freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.

‘s pipeline feature can be adapted to manage software development jobs, from ideation to implementation.

You can develop custom-made stages for different development phases, appoint jobs to staff member, and track progress effectively.
Pros and Cons of

Pros:.

Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.

Cons:.

Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.

While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.

Expense:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
Conclusion:.

As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. deals a budget friendly and intuitive solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.

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