As a skilled freelance reporter, I comprehend the difficulties of handling tasks. Streak Ecommerce Crm …tracking leads, and nurturing client relationships. Over the years, I’ve experimented with different tools to streamline my workflow and improve efficiency. One tool that has truly reinvented my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Ecommerce Crm for your consumer relations partnership communication and much more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will assist you customize a best process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely complimentary so when you get to the site you’ll get this option 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 on add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually 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 permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen 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 resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to develop another um you know stage here for instance 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 really choose different colors for each of the stages however I believe all of these are really already created so this is actually quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 phases 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 free form a date check box drop down General email email tracking task calls and meetings so I do not see anything for the course and meetings 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 actually missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na really find something else within the general where we have actually created by date developed fans and more so I actually wish to opt for the developed.
by or perhaps the fans since I wish to monitor my team members that are in fact 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 choices readily available within streak is really one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to go for these sales if I made with tasks then I can choose the job stages right here and once again the fields the process is going to be comparable you will select these phases 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 working with so if you do working with then this is going to be your stages job search investor fundraising others property support and custom So within our support you can see we have actually inbound assigned working on dealt with and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on develop personal 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 just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter so now you can see we have one lead produced 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 actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just simply click brand-new now when you produce 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 produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can in fact click get in and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can get started free of charge by simply adding the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually worked with various clients, managed several projects at the same time, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for a service, I explored various 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to project completion.
You can classify contacts, create customized stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and team up in real-time, enhancing efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce templates for typical email responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom options.
This versatility permits freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to deployment.
You can produce custom-made phases for different development phases, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a user-friendly and cost effective solution that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.