As an experienced freelance reporter, I understand the difficulties of managing jobs. Streak Crm Power Users …tracking leads, and supporting client relationships. Over the years, I have actually try out various tools to streamline my workflow and improve performance. One tool that has genuinely reinvented my hiring procedure. In this short article, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Power Users for your customer relations partnership interaction and much more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a kind 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 incredible and I’ll show you how to do that as a total novice it will assist you customize an ideal process for your group and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s completely free so when you get to the site 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 on contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding 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 simply check 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 just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll have the ability to create 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 actually do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out 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 priority market offer size business size close rate e-mail thread count days and state and notes so if you wish 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 in fact wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really select various colors for each of the stages but I think all of these are in fact already developed so this is really pretty impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we just go with 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 after that 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 various fields that you want so you will click this plus here and we have totally free kind a date check box fall General email email tracking job 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 actually reorganize and put the notes here okay email thread count close date all right business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually developed by date created followers and more so I really wish to go for the created.
by or perhaps the followers because I want to keep track of my employee that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to opt for these sales if I made with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom So within our assistance you can see we have actually incoming designated working on resolved and noise this is in fact respectable and we likewise have custom where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability 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 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 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 new two we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I developed 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 staff member we have include columns we have emails files and comments 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 then we have the remarks 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 create a lead within your when you’re finished with this you can actually click enter and it will be closed now it will show 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 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 personal choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices 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 data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get going for free by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to 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 have actually worked with numerous customers, managed several tasks simultaneously, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for an option, I checked out numerous platforms however found them to be either too complicated or too expensive 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 effortlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving efficiency and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical email responses, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer documents, making it simple to integrate with other tools and build custom-made options.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to deployment.
You can create customized stages for different advancement phases, assign tasks to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail 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 short contrast:.
offers a more economical option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. deals a budget-friendly and intuitive service that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.