As a seasoned freelance reporter, I understand the challenges of managing jobs. Streak Crm Features 170 $12.30 0.38 …tracking leads, and nurturing customer relationships. Throughout the years, I have actually explore different tools to improve my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this post, I will explore the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to use Streak Crm Features 170 $12.30 0.38 for your customer relations collaboration communication and much more so let’s enter it to start with you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic 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 total newbie it will help you customize a best process for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option here which is add 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 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 simply sign in make sure to sign.
into the same Gmail that you have 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 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 e-mails and updated reply and after that we have this brand-new choice 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 produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select 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 nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I think all of these are actually already developed so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply opt for 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 negotiating with negotiating I can go with 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 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 opt for this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na actually find something else within the basic where we have produced by date developed fans and more so I actually want to choose the created.
by or maybe the followers due to the fact that I want to keep track of my employee that are really 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 choices readily available within streak is in fact among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with jobs then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different various colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have incoming appointed dealing with solved and sound this is in fact respectable and we also have custom-made where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 created let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can actually 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 merely click on new now when you produce a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome 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 e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can really click go into and it will be closed now it will reveal 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin free of charge by simply adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I have actually dealt with various clients, handled multiple tasks at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I checked out numerous platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily count on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, improving productivity and making sure everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to integrate with other tools and construct custom-made solutions.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to release.
You can create custom-made phases for different development phases, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a cost effective and intuitive option that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or content 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 impact of Streak CRM in your freelance journalism ventures.