As a seasoned freelance journalist, I understand the obstacles of managing projects. Streak New Crm Record …tracking leads, and supporting client relationships. Throughout the years, I’ve explore numerous tools to simplify my workflow and enhance performance. One tool that has really revolutionized my hiring procedure. In this article, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak New Crm Record for your customer relations partnership communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total beginner it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now is available 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 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 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 sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-new alternative 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 dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating 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 industry deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand stage 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 really pick different colors for each of the stages but I believe all of these are actually already created so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 stages 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 free type a date check box fall General email email tracking task calls and meetings so I do not 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 in fact rearrange and put the notes here alright e-mail thread count close date alright company’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date produced followers and more so I in fact wish to go for the produced.
by or possibly the fans because I wish to keep track of my employee 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 wanted for my pipeline now you can see there are a great deal of choices offered within streak is in fact among the most convenient and one of the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with projects then I can go with the job phases right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom-made So within our assistance you can see we have inbound appointed working on dealt with and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I proceed 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 on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click enter 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 but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click brand-new now as soon as you develop a lead we can in fact 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 various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the team members we have add 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 comments 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 produce a lead within your once you’re made with this you can actually click go into 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 2 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 carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal 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 in fact integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can get started totally free by simply adding the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with numerous customers, handled numerous projects concurrently, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I explored various platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who greatly count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, improving productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct customized options.
This versatility enables independent journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to release.
You can create custom stages for different advancement stages, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. deals a economical and intuitive solution that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.