As an experienced freelance reporter, I comprehend the difficulties of managing jobs. Having A Log Of Notes In Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually try out numerous tools to simplify my workflow and enhance efficiency. One tool that has genuinely changed my hiring procedure. In this post, 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 novices hey guys welcome back in this video I will be showing you how to utilize Having A Log Of Notes In Streak Crm for your consumer relations collaboration interaction 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 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 remarkable and I’ll reveal you how to do that as a complete novice 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 procedure now is offered as an extension and it’s totally free so as soon as you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included 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 simply sign in make certain to sign.
into the exact 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 on permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 merges so you can see this is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages 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 nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s state that you really wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I think all of these are really already developed so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration 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 different fields that you want so you will click this plus here and we have totally free kind a date check box fall General email 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 go with this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine business’s size offer size and Business size okay let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date created fans and more so I actually want to choose the developed.
by or possibly the followers because I wish to track my team members that are actually following this so I will you understand 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 lot of options offered within streak is in fact one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I did with jobs then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it different different colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others real estate support and custom So within our assistance you can see we have actually incoming designated dealing with dealt with and sound this is actually pretty good and we likewise have customized 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 go with the sales here and click produce 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have manage stage 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 include 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 area here and let’s just call it brand-new and click on get in so now you can see we have 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 include another lead let’s call it new 2 we can actually 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 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click new now when you develop a lead we can really click here and it will now open the various fields that we included 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 welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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 produce a lead within your once you’re finished with this you can actually click enter 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so using is really easy you can get going totally free by just adding the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I’ve worked with many clients, managed numerous projects all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common email reactions, schedule follow-ups, and established reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to release.
You can develop customized phases for different development phases, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a budget friendly and user-friendly service that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.