As a seasoned freelance journalist, I understand the obstacles of handling projects. Example Streak Crm Custom Fields …tracking leads, and supporting customer relationships. Over the years, I’ve experimented with various tools to enhance my workflow and enhance efficiency. One tool that has actually genuinely changed my hiring process. In this short article, I will explore the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to utilize Example Streak Crm Custom Fields for your client relations partnership interaction and much more so let’s enter into it first off 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 basic Gmail to turn our Gmail into our working Center and we can in fact 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 tailor a perfect process for your group 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 free so as soon as you get to the site you’ll get this choice 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 on contribute to Chrome click on ADD extension and your extension will be added all right 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 simply sign in ensure to sign.
into the very 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 enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to create 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 on new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out 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 email last e-mail from lead Source concern market deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you really wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I think all of these are actually already produced so this is actually quite impressive what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we simply go with 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 after that we have negotiating with negotiating I can opt for like in progress or something and now you can see these are my stages 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 free type a date check box fall General email 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 actually missing and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date produced fans and more so I in fact want to choose the produced.
by or possibly the fans due to the fact that I wish to track my staff member that are in fact 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 great deal of choices readily available within streak is really among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have inbound designated dealing with fixed and noise this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to go with 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 actually looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or relabel so as I continue 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 on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead developed let’s say that there is actually 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 include 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 just gon na work this way now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now once you create a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite teammates 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 emails and it will reveal you the emails that you got in files we can even publish 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.
accessories so this is how you produce a lead within your once you’re made with this you can actually click get in and it will be closed now it will show you something like this we have all of our information 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily 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 change to our basic Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can get going free of charge by just including the combination and now you understand how to utilize as a total beginner do not.
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 connects to. As a freelance journalist, I’ve dealt with numerous customers, managed several jobs all at once, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I explored numerous platforms but found them to be either too expensive or too complicated 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 seamlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from lead generation to task completion.
You can classify contacts, create customized stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, improving performance and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom solutions.
This flexibility permits self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to deployment.
You can create customized stages for different development stages, appoint jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a affordable and user-friendly option that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or content creator, 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.