As an experienced freelance journalist, I understand the challenges of handling jobs. Streak Crm Texting …tracking leads, and supporting customer relationships. For many years, I have actually explore different tools to streamline my workflow and improve effectiveness. One tool that has actually really transformed 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 offer a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Streak Crm Texting for your consumer relations cooperation interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will assist you tailor an ideal procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely free so when you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included alright 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 just check in ensure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and then 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 resembles our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with 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 options to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will give your stage a name let’s state that you in fact wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages but I believe all of these are really currently developed so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the 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 actually let’s eliminate the demo here and then 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 this plus here and we have totally free kind a date check box fall General email e-mail tracking task calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I in fact wish to choose the developed.
by or perhaps the followers since I wish to keep an eye on my team members that are really following this so I will you know 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 lot of options offered within streak is really among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t wish to opt for these sales if I finished with jobs then I can go with the task stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others realty assistance and custom-made So within our support you can see we have actually inbound designated dealing with resolved and noise this is in fact pretty good and we also have customized where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a team 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 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 in fact click this fall and we have manage phase or rename 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 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 section here and let’s simply call it new and click get in so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add 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 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click brand-new now as soon as you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your once you’re made with this you can in fact click go into and it will be closed now it will show 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 as well uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files likewise 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 basic Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with combine email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is truly simple you can start totally free by just adding the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous customers, handled several jobs simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a service, I explored different platforms but discovered them to be either too costly or too complex 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 seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce customized stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share important e-mails, and work together in real-time, enhancing efficiency and making sure everyone remains on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can develop customized stages for various advancement stages, designate jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
uses a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
Conclusion:.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. deals a economical and intuitive solution that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.