As an experienced freelance reporter, I understand the difficulties of handling projects. Capterra Streak Crm Reviews …tracking leads, and nurturing client relationships. For many years, I’ve try out various tools to improve my workflow and enhance efficiency. One tool that has truly revolutionized my hiring process. In this article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Capterra Streak Crm Reviews for your consumer relations partnership interaction and much more so let’s enter into it first of all you require to go to streak.com and you will land on this website right here now is a sort 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 truly amazing and I’ll reveal you how to do that as a total newbie 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 actually enter into the process now is available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative 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 on contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit 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 e-mails 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 is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demo 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 top priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will provide your stage a name let’s say that you in fact wished to develop 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 offer it your color so we can really pick different colors for each of the stages however I think all of these are actually already developed so this is in fact quite excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email email tracking task 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 really missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually produced by date developed fans and more so I really want to choose the produced.
by or perhaps the fans since I wish to monitor my employee that are in fact 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 offered within streak is really one of the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my task again if I didn’t want to choose these sales if I made with tasks then I can opt for the task phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it various various 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 task search investor fundraising others property support and custom-made So within our support you can see we have actually incoming appointed dealing with dealt with and noise 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 organization for me we merely 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 opt for the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or rename 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 add 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 created let’s state that there is actually 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 simply gon na work in this manner now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can really 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 then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal 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 produce a lead within your when you’re made with this you can actually click go into 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 2 leads one gotten in touch with 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 deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the e-mails 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 merge e-mail what occurs is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get going totally free by just adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with many clients, handled multiple jobs at the same time, and preserved a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to project completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share important emails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and construct custom-made options.
This flexibility allows independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can develop custom-made phases for different development stages, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
Conclusion:.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a inexpensive and intuitive option that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.