As a skilled freelance journalist, I understand the challenges of managing tasks. Streak Academy Streak Crm …tracking leads, and supporting customer relationships. Throughout the years, I’ve experimented with different tools to enhance my workflow and enhance effectiveness. One tool that has actually genuinely reinvented my hiring procedure. In this post, I will explore the benefits 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 utilize for beginners hey guys welcome back in this video I will be revealing you how to use Streak Academy Streak Crm for your consumer relations cooperation communication and much more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center 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 novice it will assist 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 the procedure now is offered as an extension and it’s totally complimentary 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 contribute to Chrome click on ADD extension and your extension will be added okay 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 merely check in make certain to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this new alternative 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 resembles our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually 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 stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand 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 priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages but I believe all of these are really already created so this is actually quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out 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 complimentary type a date check box drop down General email e-mail tracking job calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here alright email thread count close date fine company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have produced by date produced fans and more so I really wish to go for the produced.
by or maybe the followers since I wish to track my employee 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 lot of choices offered within streak is really one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I did with projects then I can choose the task phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also provide it various various 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 task search investor fundraising others real estate assistance and custom So within our support you can see we have incoming appointed working on fixed and noise this is in fact pretty good and we also have customized where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage 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 the top here add a box so click 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 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 include 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 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 in this manner now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just simply click new now once you develop a lead we can really click on this link and it will now open the different 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 created keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with combine email what takes place is I can actually produce a follow-up e-mails and different storage emails here and we have active advises so using is actually simple you can start totally free by simply adding the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve worked with many customers, managed several projects at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily count on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, create customized stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom options.
This versatility permits self-employed reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to release.
You can produce custom phases for different development phases, designate tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. deals a intuitive and inexpensive option that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.