As an experienced freelance journalist, I understand the challenges of handling jobs. Streak Crm Or Outlook Customer Manager …tracking leads, and supporting customer relationships. Over the years, I have actually try out various tools to streamline my workflow and improve effectiveness. One tool that has genuinely reinvented my hiring process. In this article, I will look into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm Or Outlook Customer Manager for your client relations partnership communication 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 kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your group and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s entirely totally free so when you get to the site you’ll get this option here which is add 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 ADD extension and your extension will be added fine it’s done and now it is contributing 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 ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration 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 e-mail last email from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will give your phase a name let’s say that you actually wanted to create another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are really currently developed so this is actually pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the very 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 in fact let’s eliminate the demo here and after that we have working out with negotiating I can opt for 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 want so you will click on this plus here and we have free type a date check box drop down General email e-mail tracking task 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 in fact reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date created fans and more so I in fact want to go for the produced.
by or maybe the fans due to the fact that I wish to track my team members that are in fact 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 actually one of the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can choose the job stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others real estate support and customized So within our support you can see we have actually inbound assigned working on dealt with and noise this is really respectable and we also have customized where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click 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 produce now it will simply take a 2nd for a street to produce 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 actually click this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed let’s say that there is really 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 brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can really 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 created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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 as soon as you’re finished 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 data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select various 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 be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the emails 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 merge e-mail and with merge e-mail what happens is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can get started totally free by simply including the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with various customers, handled numerous tasks all at once, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to task completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct customized solutions.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to implementation.
You can develop custom-made phases for various development phases, appoint tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a economical and intuitive solution that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or material developer, 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.