As a seasoned freelance reporter, I understand the challenges of managing tasks. Streak Login Crm …tracking leads, and nurturing customer relationships. Throughout the years, I have actually try out various tools to streamline my workflow and enhance effectiveness. One tool that has truly reinvented my hiring process. In this post, I will explore the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Login Crm for your consumer relations collaboration communication and much more so let’s enter into it firstly 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 easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely free so as soon as you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be added okay 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 just check in make certain to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will give your stage a name let’s say that you really wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages but I think all of these are actually already created so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we just opt for 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 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking job calls and meetings so I do not 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 choose this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date all right company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually created by date created fans and more so I really want to choose the created.
by or maybe the fans due to the fact that I wish to track my employee that are really 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 lot of choices readily available within streak is really one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it different different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our support you can see we have inbound designated working on solved and sound this is actually pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will simply take a second for a street to develop 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 this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed let’s state that there is in fact 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 brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and then 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 emails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks 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 when you’re done with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose 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 be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what happens is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is truly easy you can start free of charge by just including the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I’ve worked with numerous customers, managed multiple jobs all at once, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a solution, I explored different platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily count on email interaction. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to project conclusion.
You can classify contacts, produce customized phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential e-mails, and work together in real-time, improving productivity and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom services.
This flexibility allows freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to implementation.
You can develop custom-made stages for different development phases, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a intuitive and budget friendly solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.