Streak Crm Saved View 2023 – Workflow Management Discounts

As a skilled freelance journalist, I understand the challenges of managing jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.

tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Saved View  for your client relations partnership interaction and much more so let’s get into it to start with 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 really amazing and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now  is offered as an extension and it’s entirely free so as soon as you get to the website you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing 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 sign in make sure to sign.

into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after adding  this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this new option which is the pipeline so if I click on 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 dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you really wanted to create 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 offer it your color so we can in fact pick various colors for each of the stages but I believe all of these are really already developed so this is in fact quite impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have negotiating 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 totally free type a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date all right company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have developed by date developed fans and more so I actually wish to opt for the created.

by or possibly the fans due to the fact that I want to track my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak  is in fact among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I made with projects then I can choose the task stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it different different colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom So within our assistance you can see we have actually inbound assigned dealing with dealt with and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click on produce personal or.

shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click get in so now you can see we have actually one lead developed let’s state 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 brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just simply click on new now when you create a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks 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 produce a lead within your when you’re made with this you can in fact click go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted 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 also uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with combine email what happens is I can really create a follow-up emails and different storage e-mails here and we have active advises so utilizing  is really simple you can begin for free by just including the integration and now you know how to use as a total novice do not.

My Journey as a Freelance Reporter:.

Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with numerous clients, handled several jobs concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.

In my quest for a solution, I explored various platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.

: Simplifying Freelance Journalism Hiring.

is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism working with process:.

Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your tasks and tasks.

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

You can categorize contacts, develop custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.

Smooth Collaboration and Team Effort:.

facilitates partnership by allowing you to share pipelines and interact with staff member within the platform.

You can designate jobs, share crucial e-mails, and collaborate in real-time, improving productivity and ensuring everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.

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

Developer-Friendly Combination:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct customized options.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.

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

You can develop custom-made phases for various development phases, appoint tasks to team members, and track development efficiently.
Pros and Cons of

Pros:.

Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.

Cons:.

Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.

While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.

Cost:.
offers a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail communication.
Conclusion:.

As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. offers a budget-friendly and intuitive solution that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.

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