As a skilled freelance reporter, I understand the obstacles of managing projects. Streak Crm Import Notes …tracking leads, and nurturing customer relationships. For many years, I’ve experimented with various tools to improve my workflow and improve performance. One tool that has actually genuinely reinvented my hiring process. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to use Streak Crm Import Notes for your client relations cooperation interaction and a lot more so let’s get into it to start with you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete newbie it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s entirely free so when 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 on ADD extension and your extension will be included alright 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 simply check in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this 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 combines so you can see this is like our brand-new control panel for here I’ll be able to produce 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 create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create 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 really choose various colors for each of the stages however I believe all of these are in fact already produced so this is really quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply go with 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 demonstration here and after that we have working out with negotiating I can choose 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 various fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually created by date created followers and more so I really wish to go for the created.
by or perhaps the followers because I want to keep an eye on my staff member that are actually 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 great deal of choices readily available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to choose these sales if I made with projects then I can choose the project phases 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 give it various various colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have actually inbound appointed working on fixed and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click produce private 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 on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle stage or relabel 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 section here and let’s simply call it new and click on enter so now you can see we have one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted also there’s one working out 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 produced remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that 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 actually 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 2 leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very easily 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 combine e-mail and with merge email what occurs is I can actually produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually easy you can get going totally free by just including the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I’ve dealt with various clients, handled multiple projects simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to handle and monitor the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to task conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for common email reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to integrate with other tools and build customized options.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can produce customized phases for different advancement phases, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. offers a user-friendly and budget friendly solution that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.