As a seasoned freelance journalist, I understand the challenges of handling tasks. Streak Crm Backend …tracking leads, and supporting customer relationships. Over the years, I have actually explore different tools to streamline my workflow and improve performance. One tool that has actually really reinvented my hiring process. In this short article, I will look into the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to use Streak Crm Backend for your customer relations partnership interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive at 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 Hub and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure 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 completely totally free so when you get to the website you’ll get this alternative here which is add 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 add to Chrome click ADD extension and your extension will be included fine 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 simply sign in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and after that 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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to produce 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 brand-new pipeline let’s actually 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 in fact we have a lead called pitched demo negotiating close phone closed uh you know 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 concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you really wanted to produce another um you understand phase here for instance 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 pick various colors for each of the stages however I believe all of these are really currently developed so this is in fact pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact 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 desire so you will click on this plus here and we have totally free form a date check box fall General email email tracking task calls and meetings 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 actually rearrange and put the notes here fine e-mail thread count close date fine company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date created followers and more so I in fact wish to opt for the developed.
by or perhaps the fans since 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 lot of choices readily available within streak is actually among the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task once again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it different various colors we likewise have organization 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 financier fundraising others real estate support and custom So within our support you can see we have incoming designated working on fixed and noise this is in fact respectable and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create private 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 on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click this drop down and we have handle stage or relabel 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 add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on enter 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click on this link and it will now open up the various fields that we added so this is a 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 colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called 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 as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what takes place is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really easy you can start for free by simply including the combination and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I have actually dealt with various clients, managed several tasks simultaneously, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored different platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to project completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and construct custom options.
This flexibility permits freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to implementation.
You can produce custom-made stages for different development phases, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is vital to your success. offers a inexpensive and user-friendly option that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or material 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 effect of Streak CRM in your freelance journalism undertakings.