As a skilled freelance reporter, I understand the difficulties of managing jobs. Using Streak’s Crm And Sales Platform For Mortgage …tracking leads, and nurturing client relationships. Over the years, I’ve explore numerous tools to improve my workflow and improve performance. One tool that has truly revolutionized my hiring procedure. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Using Streak’s Crm And Sales Platform For Mortgage for your client relations collaboration interaction and far more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s totally free so when you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on 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 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 make certain to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that 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 resembles 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 develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand 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 industry deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you in fact wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact already created so this is in fact quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and after that 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 different fields that you want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the general where we have created by date produced followers and more so I actually wish to go for the created.
by or maybe the followers because I want to keep track of my team members that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is really among the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my task again if I didn’t want to choose these sales if I made with tasks then I can go with the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give 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 realty assistance and custom-made So within our assistance you can see we have actually inbound designated working on resolved and sound this is actually respectable and we likewise have custom where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose 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 go with 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 in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I add various 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced 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 new I’m going to add another lead let’s call it new two we can in fact open this up in a brand-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 two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now when you produce a lead we can actually 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 created remember and after that we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that 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 once you’re finished with this you can in fact click on enter and it will be closed now it will reveal 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 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 another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with merge email what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get going totally free by just adding the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve worked with many clients, handled several tasks all at once, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, 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 customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to project conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving efficiency and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct custom solutions.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can create custom-made phases for various advancement stages, designate jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a economical and intuitive option that flawlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may 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 reporters.
Whether you’re a author, content, or editor developer, 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 undertakings.