As a seasoned freelance journalist, I understand the difficulties of handling tasks. Streak Crm Sales Pipeline …tracking leads, and nurturing client relationships. For many years, I’ve experimented with different tools to simplify my workflow and improve efficiency. One tool that has truly revolutionized my hiring process. In this post, I will explore the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Streak Crm Sales Pipeline for your consumer relations partnership communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at 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 in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total newbie it will assist you tailor a best 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 readily available as an extension and it’s entirely free so when you get to the site you’ll get this choice 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 alright 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 check in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-new choice 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 resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you actually wanted to produce another um you understand phase here for instance let’s say 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 think all of these are really already created so this is really quite excellent 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 demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have working out 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 want so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date fine company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually produced by date produced fans and more so I actually want to choose the developed.
by or possibly the followers due to the fact that I wish to keep an eye on my team members that are actually following this so I will you know 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 in fact one of the simplest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t wish to choose these sales if I did with tasks then I can opt for the project phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also give it various different colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom So within our assistance you can see we have actually inbound appointed dealing with dealt with and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click on develop 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 produce now it will just take a second for a street to produce 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 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 merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead developed let’s say 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 in fact open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the staff member we have include columns we have emails 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 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 develop a lead within your when you’re finished with this you can in fact click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 have the ability to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can get going free of charge by just adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve worked with many customers, managed several projects all at once, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a solution, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and partners.
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 projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important e-mails, and team up in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical email responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and build custom solutions.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom stages for different development phases, assign jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a budget-friendly and intuitive service that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.