As a skilled freelance reporter, I understand the challenges of managing jobs. Streak About Crm …tracking leads, and supporting client relationships. Throughout the years, I’ve explore different tools to improve my workflow and improve performance. One tool that has actually truly transformed my hiring process. In this article, I will look into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Streak About Crm for your customer relations collaboration interaction and far more so let’s get into it firstly you require 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 basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s totally totally free so once 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 add to Chrome click on ADD extension and your extension will be added fine 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 simply sign 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 gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-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 brand-new dashboard for here I’ll have the ability 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 develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wanted to create 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 provide it your color so we can in fact pick different colors for each of the stages but I think all of these are really already created so this is really pretty 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 kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo 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 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 on this plus here and we have complimentary 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 and I’ll actually reorganize and put the notes here fine e-mail 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 actually discover something else within the basic where we have actually developed by date produced fans and more so I in fact want to opt for the produced.
by or perhaps the fans due to the fact that I want to monitor my staff member 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is really one of the easiest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I did with tasks then I can choose the job phases right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also provide it different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have actually inbound designated working on resolved and sound this is actually respectable and we also have customized where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage phase or rename so as I proceed 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 on 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 simply call it new and click go into so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to include 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 really open this up in a brand-new tab from here too but 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 gotten in touch with also there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can really click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these different 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 add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations 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 alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin free of charge by simply adding the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with various customers, managed multiple jobs concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project completion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, boosting performance and guaranteeing everybody stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for typical email actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and build custom-made services.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to deployment.
You can produce customized phases for different advancement phases, designate tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. offers a inexpensive and user-friendly solution that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.