As a seasoned freelance journalist, I understand the obstacles of managing tasks. Http Www.Streak.Es Products Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore various tools to improve my workflow and enhance effectiveness. One tool that has actually really revolutionized my hiring process. In this short article, I will explore the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to utilize Http Www.Streak.Es Products Crm for your consumer relations partnership communication and much more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete novice it will assist you tailor an ideal process for your group and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice 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 alright it’s done and now it is contributing to Gmail and it will take me directly 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 make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new option 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 control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are really already developed so this is really pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just go with 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 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 different fields that you want so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking job calls and conferences 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date alright company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually developed by date developed fans and more so I really want to go for the developed.
by or possibly the followers because I wish to keep an eye on 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 great deal of choices offered within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t want to opt for these sales if I made with jobs then I can opt for the project stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound assigned dealing with dealt with and noise this is actually pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a team member 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 pretty good now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle stage or rename so as I continue 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 on 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 simply 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 in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click new now when you create a lead we can really click here and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even submit 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 when you’re made with this you can actually click enter 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 called 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 perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can begin for 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 details of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I’ve worked with many clients, managed numerous projects simultaneously, and preserved a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a service, I explored numerous platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to project conclusion.
You can classify contacts, develop customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and work together in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop templates for common email reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software development. Here’s how:.
provides a robust API and extensive developer documents, making it simple to incorporate with other tools and build customized options.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can develop customized phases for various advancement stages, assign jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a inexpensive and instinctive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.