As a skilled freelance journalist, I understand the challenges of managing jobs. How To Put A Custom Field Into Streak Crm …tracking leads, and supporting customer relationships. For many years, I have actually try out various tools to simplify my workflow and enhance performance. One tool that has really reinvented my hiring process. In this post, I will delve into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize How To Put A Custom Field Into Streak Crm for your customer relations partnership communication and far more so let’s enter it to start with 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 simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you customize an ideal process for your team and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally totally free so as soon as 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 check in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and then we have this new choice which is the pipeline so if I click 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 create a 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 new pipeline let’s really do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will give your phase a name let’s say that you really wished to produce another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages however I think all of these are really currently created so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 want so you will click this plus here and we have free kind a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact find something else within the general where we have developed by date produced followers and more so I in fact wish to choose the produced.
by or possibly the fans due to the fact that I want to keep an eye on my employee that are really following this so I will you understand 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 lot of alternatives available within streak is really one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I made with tasks then I can choose the task stages 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 company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can really open this up in a brand-new tab from here too but 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 negotiating so I’ll just simply click brand-new now when you develop a lead we can in fact click here and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the e-mails 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 once you’re done with this you can really click 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly easy you can start totally free by just adding the combination and now you know how to use as a complete beginner 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 relates to. As a self-employed journalist, I have actually dealt with many clients, handled multiple projects simultaneously, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I explored various platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly 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 handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential emails, and work together in real-time, enhancing performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and build custom-made solutions.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to deployment.
You can create custom stages for different advancement phases, assign jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a affordable and user-friendly service that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.