As an experienced freelance journalist, I understand the obstacles of managing tasks. Streak Crm Apk …tracking leads, and supporting client relationships. Over the years, I’ve experimented with numerous tools to improve my workflow and enhance performance. One tool that has actually truly reinvented my hiring process. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply 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 utilize Streak Crm Apk for your consumer relations collaboration interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a type 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 actually amazing and I’ll reveal you how to do that as a complete newbie it will assist you customize a best process for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so as soon as 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 contribute to Chrome click on ADD extension and your extension will be included 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 very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new choice 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 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted 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 email last email from lead Source concern market deal size business size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to create another um you understand phase here for instance 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 really select various colors for each of the stages however I think all of these are actually already developed so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for 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 desire so you will click this plus here and we have free kind a date check box drop down General e-mail email tracking job calls and meetings 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 actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have produced by date developed fans and more so I in fact want to go for the produced.
by or perhaps the followers due to the fact that I want to monitor my staff member that are really following this so I will you know 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 great deal of options offered within streak is really among the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to go for these sales if I made with projects then I can opt for the task stages right here and once again the fields the process 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 likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others real estate support and custom So within our support you can see we have inbound assigned dealing with resolved and noise this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we just 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 choose the shared one here and click on create now it will just take a second 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 add my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I continue as I include 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 add a box so click on 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 get in 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 new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now once you develop a lead we can actually 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 produced remember and then we have invite teammates so from here I can invite the team members we have include 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 upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can really click go into and it will be closed now it will reveal you something like this we have all of our data gathered 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices 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 quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with combine email what happens is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is really simple you can start free of charge by just including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually worked with numerous clients, handled numerous tasks at the same time, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I checked out various platforms however found 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 integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, improving performance and ensuring everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for typical email responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and build custom options.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to release.
You can develop customized stages for various advancement phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. offers a intuitive and affordable solution that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.