As a skilled freelance journalist, I understand the difficulties of managing projects. Customer Support Tools With Streak Crm …tracking leads, and supporting client relationships. Over the years, I’ve experimented with numerous tools to enhance my workflow and improve effectiveness. One tool that has truly transformed my hiring process. In this post, I will look into the advantages of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to use Customer Support Tools With Streak Crm for your consumer relations collaboration communication and a lot more so let’s enter it first off 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your group and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s entirely complimentary so when you get to the site 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 contribute to Chrome click ADD extension and your extension will be added alright 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 ensure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit 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 e-mails and updated reply and then 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 resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demo negotiating close phone closed uh you know 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 offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to produce another um you know stage 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 in fact choose different colors for each of the stages however I think all of these are really currently produced so this is actually 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 same thing we just choose 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 demonstration here and then 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 want so you will click on this plus here and we have complimentary type a date check box fall General email email tracking task calls and conferences 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 actually missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually created by date developed fans and more so I actually want to opt for the developed.
by or maybe the followers due to the fact that I wish to track my team members that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I did with jobs then I can choose the task phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it different different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others realty assistance and custom So within our support you can see we have inbound appointed working on dealt with and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on get in so now you can see we have one lead developed 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 add another lead let’s call it brand-new two we can actually open this up in a brand-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 gotten in touch with too there’s one working out so I’ll just simply click brand-new now when you create a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails 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 upload files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can really click get in 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 two leads one called 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 perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with combine email what occurs is I can really create a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can begin totally free by just including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with many clients, managed multiple projects simultaneously, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for an option, 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 independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep track of the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to project conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting performance and making sure everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop customized solutions.
This versatility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can create custom-made stages for various advancement phases, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more economical service, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and instinctive solution that seamlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.