As a skilled freelance journalist, I understand the difficulties of managing projects. Streak Crm Review G2 Crowd …tracking leads, and supporting client relationships. Over the years, I’ve explore numerous tools to simplify my workflow and enhance effectiveness. One tool that has really reinvented my hiring procedure. In this post, I will look into the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm Review G2 Crowd for your client relations partnership communication and much more so let’s enter it to start with you require to go to streak.com and you will land on this website right here now is a sort 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 truly amazing and I’ll show you how to do that as a complete novice it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 just check in make sure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new option 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 dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales 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 new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email 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 on this Plus on top and you will give your stage a name let’s say that you actually wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I think all of these are actually already produced so this is really quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact 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 get rid of the demo here and then we have negotiating with negotiating I can choose 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 want so you will click this plus here and we have complimentary type a date check box fall General email e-mail tracking task calls and meetings so I don’t 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 really missing and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually developed by date produced fans and more so I actually want to opt for the produced.
by or perhaps the followers because I wish to keep track of my team members that are really following this so I will you understand 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 options readily available within streak is really one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to choose these sales if I did with projects then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search financier fundraising others realty support and customized So within our assistance you can see we have actually inbound designated working on dealt with and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for 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 go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall 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 simply 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 include a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re made with this you can really click on 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 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 erasing and sharing too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can actually create a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can start free of charge by simply adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous customers, handled numerous projects at the same time, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to project completion.
You can classify contacts, create customized stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to integrate with other tools and construct custom services.
This versatility allows independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can create customized phases for different development stages, assign jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a affordable and instinctive option that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.