As a seasoned freelance reporter, I comprehend the challenges of handling tasks. Streak Crm Google Apps …tracking leads, and supporting customer relationships. Over the years, I’ve try out different tools to enhance my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this article, I will look into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to use Streak Crm Google Apps for your client relations partnership interaction and far more so let’s enter it first of all you require to go to streak.com and you will land 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 Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total newbie it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding 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 merely check in ensure to sign.
into the 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 enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails 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 resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a 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 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 priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s state that you in fact wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages but I believe all of these are in fact 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 seem like there is um I think pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo 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 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 totally free kind a date check box drop down General e-mail e-mail 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the basic where we have created by date produced fans and more so I actually want to opt for the produced.
by or maybe the fans since I want to monitor my employee 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 desired for my pipeline now you can see there are a lot of choices available within streak is actually among the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to choose these sales if I did with tasks then I can opt for the project phases right here and 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 also offer it different various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty assistance and custom So within our assistance you can see we have actually inbound appointed dealing with fixed and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually 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 rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 section here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed let’s say that there is actually 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 new 2 we can actually open this up in a 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 two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks 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 conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re made with this you can in fact click on get in 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 two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal 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 combine email what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can begin free of charge by just adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I’ve worked with many customers, handled numerous projects at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for an option, I explored various platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from list building to project completion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, enhancing performance and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce design templates for common email responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and build customized options.
This flexibility permits self-employed journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to release.
You can create custom stages for various development phases, assign tasks to team members, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. offers a intuitive and budget-friendly service that effortlessly incorporates 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 simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.