As a skilled freelance journalist, I understand the challenges of managing projects. Streak Crm Basic Features …tracking leads, and supporting customer relationships. Over the years, I’ve try out various tools to enhance my workflow and improve effectiveness. One tool that has truly reinvented my hiring procedure. In this article, I will explore the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Basic Features for your consumer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total 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 really get into the procedure now is available as an extension and it’s completely complimentary so once you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included all right 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 make certain 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 on enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just 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 brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out 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 email last email from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to develop another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose various colors for each of the stages however I believe all of these are in fact already produced so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 desire so you will click on this plus here and we have totally free form a date check box drop down General e-mail e-mail tracking job 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright email thread count close date all right business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually developed by date developed followers and more so I really want to opt for the created.
by or perhaps the fans because I wish to keep track of 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 offered within streak is actually among the simplest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also offer it various different colors we likewise 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 custom So within our support you can see we have incoming designated working on solved and sound this is actually respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click create 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 simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on 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 just call it brand-new and click go into so now you can see we have actually one lead produced 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 just gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails 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 submit files and then we have the remarks 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 produce 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 data collected here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can really create a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can get going free of charge by just including the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I’ve worked with numerous customers, managed multiple jobs at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to handle and monitor the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to job conclusion.
You can categorize contacts, create custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, enhancing efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and develop customized solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to deployment.
You can develop custom phases for different development phases, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and budget-friendly service that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative functions 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, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.