As a skilled freelance journalist, I comprehend the challenges of managing tasks. Crm Certification Streak …tracking leads, and nurturing client relationships. Over the years, I’ve explore numerous tools to enhance my workflow and enhance performance. One tool that has truly changed my hiring procedure. In this post, I will look into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to use Crm Certification Streak for your consumer relations collaboration communication and far more so let’s enter it first of all you need to go to streak.com and you will arrive at this site right here now is a sort 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 actually amazing and I’ll reveal you how to do that as a complete novice it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included fine 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 make sure to sign.
into the same Gmail that you have included 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 enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new alternative 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 dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind 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 in fact wished to develop another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually currently created so this is in fact pretty excellent 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 demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo 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 different fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General email e-mail tracking task calls and meetings so I don’t 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 really missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I really want to go for the developed.
by or possibly the fans since I wish 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 lot of options available within streak is really one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I finished with tasks then I can choose the project phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming designated working on fixed and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we just 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 an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually 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 proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add 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 on go into so now you can see we have actually one lead developed let’s say 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 two we can really open this up in a brand-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 two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on brand-new now as soon as 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 brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails 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 create a lead within your once you’re done 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 information collected 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop 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 easy Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can begin totally free by just including the integration and now you understand how to use as a complete novice 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 a freelance reporter, I’ve worked with many clients, handled several tasks all at once, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial emails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer documentation, making it simple to integrate with other tools and construct custom solutions.
This versatility permits freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to deployment.
You can develop custom-made phases for different development stages, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and budget friendly service that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, 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 impact of Streak CRM in your freelance journalism ventures.