As an experienced freelance reporter, I understand the obstacles of managing tasks. Www Streak Com Crm …tracking leads, and supporting client relationships. Over the years, I have actually explore different tools to streamline my workflow and improve efficiency. One tool that has actually truly changed my hiring process. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Www Streak Com Crm for your customer relations collaboration communication and far more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely free so when you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click ADD extension and your extension will be added all right 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 simply check in make sure to sign.
into the very 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 just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and updated reply and then 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 merges so you can see this is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you in fact wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are actually already developed so this is actually pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just 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 demonstration here and then we have working out 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 want so you will click this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking job 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 choose this one here this is the field that was really missing and I’ll actually reorganize and put the notes here alright email thread count close date all right company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced followers and more so I actually want to choose the developed.
by or maybe the fans because I want to monitor my team members that are actually 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 alternatives offered within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t wish to go for these sales if I finished with projects then I can go with the task stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our assistance you can see we have incoming appointed dealing with fixed and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have manage stage or rename so as I continue as I add different 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 include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click enter so now you can see we have one lead created 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 new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-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 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click new now as soon as you produce a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and then 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 produce a lead within your as soon as you’re done with this you can in fact click on enter 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 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what occurs is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly simple you can get started totally free by simply including the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I’ve dealt with numerous customers, handled multiple projects at the same time, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I checked out various platforms but found them to be either too intricate or too expensive 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 effortlessly integrates with Gmail, making it perfect for self-employed journalists who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical email reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to integrate with other tools and build custom-made options.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to implementation.
You can develop customized phases for various advancement stages, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to 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 deals substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more affordable option, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. offers a cost effective and intuitive solution that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.