As an experienced freelance journalist, I understand the challenges of managing projects. Pros And Cons Of Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve try out various tools to simplify my workflow and enhance efficiency. One tool that has actually truly changed my hiring procedure. In this short article, I will explore the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Pros And Cons Of Streak Crm for your consumer relations collaboration communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive on 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 Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter into the process now is offered as an extension and it’s completely free so when you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to pick 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 added fine 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 sign in make sure 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 gain access to 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 recently viewed all tracked e-mails and updated reply and after that we have this new alternative 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 is like our new dashboard for here I’ll have the ability 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 produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will pick 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 supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you in fact wished to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages but I believe all of these are in fact already created so this is really pretty outstanding what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have working out 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 desire so you will click this plus here and we have complimentary form a date check box fall General e-mail email tracking job calls and conferences 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 in fact missing and I’ll actually reorganize and put the notes here alright email thread count close date fine company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date developed followers and more so I really want to opt for the created.
by or perhaps the fans due to the fact that I wish to monitor my team members that are really following this so I will you know 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 lot of choices available within streak is in fact one of the easiest and one of 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 wish to go for these sales if I did with tasks then I can go with the project stages right here and once 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 offer it different different colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property support and custom-made So within our support you can see we have actually incoming appointed dealing with fixed and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click develop private 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 develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on 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 just call it brand-new and click get in so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-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 just 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 too there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can really click on this link and it will now open up the different 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 developed remember and then we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails 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 remarks 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 develop a lead within your as soon as you’re made with this you can in fact click enter 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 2 leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can discover these stages Combinations 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 data for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the e-mails 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 merge e-mail and with combine email what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly easy you can get going for free by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with numerous customers, managed numerous projects concurrently, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, 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 freelance reporters who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from lead generation to job completion.
You can classify contacts, create customized stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting performance and ensuring everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and build customized options.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can develop custom stages for different advancement phases, designate jobs to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a inexpensive and user-friendly option that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.