As an experienced freelance journalist, I understand the challenges of handling projects. Streak Crm Premium Features …tracking leads, and supporting client relationships. Throughout the years, I’ve experimented with different tools to simplify my workflow and enhance performance. One tool that has actually really reinvented my hiring procedure. In this post, I will explore the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Premium Features for your consumer relations partnership communication and far more so let’s enter it to start with you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute 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 fantastic and I’ll show you how to do that as a total beginner it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added okay 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 merely check in make sure to sign.
into the exact same Gmail that you have 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 allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new alternative 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 is like our new control panel for here I’ll have the ability to produce a 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 new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wanted to create another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact already produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that 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 complimentary form 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have developed by date developed fans and more so I really want to choose the produced.
by or maybe the fans due to the fact that I want to keep an eye on my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I made with jobs then I can choose the project stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom-made So within our support you can see we have actually inbound appointed working on dealt with and noise this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose 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 choose the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle phase or rename so as I proceed as I include various 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 include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on get in so now you can see we have one lead produced 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 new 2 we can actually open this up in a 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 two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit 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 create a lead within your when you’re made with this you can really click on get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private 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 develops and more we can likewise integrate 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 switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge e-mail and with merge email what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can get started free of charge by simply including the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I’ve worked with many clients, handled numerous jobs all at once, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for a service, I checked out various platforms however discovered them to be either too complicated or too costly 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 flawlessly incorporates with Gmail, making it ideal for independent reporters who greatly count on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the development and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job conclusion.
You can classify contacts, produce customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and team up in real-time, improving productivity and making sure everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common email responses, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and build custom services.
This flexibility permits self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to deployment.
You can create custom-made stages for different development phases, assign tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a user-friendly and economical service that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.