As a seasoned freelance journalist, I comprehend the obstacles of handling projects. Push Notification Streak Crm …tracking leads, and nurturing customer relationships. For many years, I’ve explore numerous tools to simplify my workflow and enhance performance. One tool that has really revolutionized my hiring process. In this post, I will look into the advantages of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and supply 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 Push Notification Streak Crm for your customer relations partnership communication and a lot more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple 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 complete beginner it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so as soon as 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 on contribute to Chrome click on ADD extension and your extension will be added okay 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 exact same Gmail that you have actually included the uh you know 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 easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like 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 hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer 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 on this Plus at the top and you will offer your stage a name let’s state that you really wanted to develop another um you know phase 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 actually choose different colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking task calls and meetings so I don’t 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 go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the general where we have produced by date developed fans and more so I really wish to go for the produced.
by or possibly the followers because I wish to keep an eye on my staff member that are actually 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 alternatives offered within streak is in fact 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 tasks too within my task once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the task stages 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 various various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming appointed working on dealt with and noise this is in fact respectable and we likewise have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click 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 develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click ADD box here and I’m going to add 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 actually one lead created let’s say that there is in fact 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 brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click brand-new now once you create a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have invite teammates so from here I can invite the employee we have include columns we have emails 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 submit files and after that we have the comments 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 when you’re finished with this you can actually click get in and it will be closed now it will reveal 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 called 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 also uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop 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 basic Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can start free of charge by simply including the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many customers, managed several projects all at once, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for an option, I checked out various platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to project conclusion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, boosting performance and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for typical email responses, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and build custom-made services.
This versatility permits freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to implementation.
You can develop customized phases for different advancement phases, designate tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a intuitive and economical solution that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.