As an experienced freelance reporter, I understand the obstacles of handling jobs. Streak Dynamics Crm …tracking leads, and nurturing client relationships. Over the years, I’ve experimented with various tools to simplify my workflow and enhance performance. One tool that has genuinely reinvented my hiring process. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Dynamics Crm for your customer relations collaboration interaction and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete beginner it will help you customize an ideal procedure for your team and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be included all right 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 merely check in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic 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 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 create 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 in fact do that you will click on new pipeline here and we have different alternatives 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 called pitched demonstration working out close phone closed uh you understand 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 offer size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your stage a name let’s say that you actually wanted to develop 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 provide it your color so we can in fact select different colors for each of the stages but I believe all of these are really already developed so this is really pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are kind 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 eliminate the demo here and after that we have working out 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here okay email thread count close date alright business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have actually developed by date developed fans and more so I actually wish to opt for the developed.
by or perhaps the fans since I wish to keep track of my staff member 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 alternatives available within streak is in fact one of the most convenient and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I finished with tasks then I can opt for the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and custom So within our support you can see we have actually incoming appointed dealing with solved and sound this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 on get in so now you can see we have actually one lead created 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 include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can really click on go into 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 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really simple you can start free of charge by just including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I’ve worked with numerous customers, managed numerous projects simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to monitor the progress and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to project completion.
You can classify contacts, develop custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important emails, and team up in real-time, boosting performance and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom options.
This versatility enables independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to deployment.
You can develop custom phases for various development phases, designate tasks to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a budget-friendly and intuitive solution that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative 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 an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.