As an experienced freelance journalist, I understand the challenges of handling tasks. Streak Crm Telephony …tracking leads, and supporting customer relationships. Throughout the years, I have actually try out different tools to simplify my workflow and improve efficiency. One tool that has really transformed my hiring process. In this post, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast 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 Telephony for your consumer relations collaboration communication and much more so let’s enter into it first off you require to go to streak.com and you will arrive at 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 Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will assist you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily 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 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 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 just sign in make certain 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 allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you wish 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 wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select different colors for each of the stages but I think all of these are really already created so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 this plus here and we have free kind a date check box fall General e-mail e-mail 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 choose this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date okay company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have developed by date created fans and more so I really wish to choose the produced.
by or maybe the followers due to the fact that I want to monitor my staff member that are really following this so I will you understand 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 lot of alternatives available within streak is actually among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I made with projects then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various various colors we likewise 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 real estate assistance and custom-made So within our support you can see we have incoming assigned working on dealt with and noise this is actually respectable and we also have custom-made where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click on create 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 on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include 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 simply gon na work by doing this now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can really click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then 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.
attachments so this is how you create a lead within your as soon as you’re done with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really simple you can start totally free by just including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
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 reporter, I’ve dealt with many clients, handled several projects simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to task conclusion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility permits independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to implementation.
You can develop custom-made phases for different advancement phases, assign jobs to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a intuitive and affordable service that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession 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.