As an experienced freelance journalist, I understand the challenges of handling tasks. Streak Crm Owned By …tracking leads, and supporting client relationships. Throughout the years, I have actually experimented with different tools to improve my workflow and enhance performance. One tool that has actually truly reinvented my hiring procedure. In this post, I will look into the benefits 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 utilize for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Owned By for your client relations cooperation communication and a lot more so let’s enter it firstly you require to go to streak.com and you will arrive on this website 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 actually fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 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 sign in ensure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated 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 resembles our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will give your phase a name let’s state that you actually wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I believe all of these are really already developed so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have totally free form a date check box fall General email email tracking job calls and meetings so I don’t 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 in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date all right business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na actually discover something else within the general where we have created by date developed fans and more so I in fact wish to choose the developed.
by or perhaps the followers because I wish to keep track of my employee that are in fact following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available 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 templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the job 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 likewise give it various different colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property support and custom So within our support you can see we have inbound appointed working on fixed and sound this is actually pretty good and we also have custom where I can really start something from the scratch totally 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 team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include 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 various leads here what I I will do is I’ll just simply click and I’ll be able to include 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 area here and let’s simply call it new and click on get in so now you can see we have 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 brand-new I’m going to add another lead let’s call it brand-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 contacted also there’s one negotiating so I’ll just simply click new now when you create a lead we can really click on this link 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 various columns we have the fields that we created remember and after that we have invite colleagues 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 reveal you the emails 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 meeting notes and we even have our.
attachments so this is how you create 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 two leads one called 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 carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative 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 have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will also show 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 combine email and with merge email what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can start totally free by just adding the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve dealt with many customers, managed numerous projects simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for an option, I explored different platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to task completion.
You can classify contacts, create custom phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, improving efficiency and making sure everyone remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email responses, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and build customized options.
This versatility enables self-employed reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can produce custom stages for various advancement stages, designate jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
uses a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a instinctive and economical solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor developer, 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 endeavors.