As an experienced freelance reporter, I comprehend the challenges of managing tasks. How Streak Crm Works …tracking leads, and nurturing customer relationships. Throughout the years, I’ve experimented with different tools to streamline my workflow and enhance performance. One tool that has truly revolutionized my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use How Streak Crm Works for your client relations cooperation communication and much more so let’s enter it first off you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize a best procedure for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this choice 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 ADD extension and your extension will be included okay 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 merely check in make certain to sign.
into the very same Gmail that you have 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 on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you understand 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 company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to create another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are really already produced so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have working out 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 various fields that you desire so you will click on this plus here and we have free form a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I really wish to choose the created.
by or perhaps the fans due to the fact that I want to track my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives available within streak is really among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to opt for these sales if I made with projects then I can go with the project phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it different 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 task search financier fundraising others real estate support and custom So within our support you can see we have incoming designated working on resolved and sound this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on develop private 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 create now it will just 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 add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add 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 enter so now you can see we have actually one lead created let’s state that there is in fact 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 new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one working out 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 up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can really click go into 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 two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails 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 combine email and with combine email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get started for free by simply adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve dealt with many clients, managed multiple jobs all at once, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement 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 complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to task completion.
You can classify contacts, create custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share important e-mails, and team up in real-time, improving performance and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and develop customized solutions.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to release.
You can create customized stages for various development phases, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a intuitive and cost effective service that seamlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.