As an experienced freelance reporter, I understand the challenges of managing projects. Streak Crm Certification …tracking leads, and supporting client relationships. For many years, I’ve experimented with various tools to enhance my workflow and enhance efficiency. One tool that has truly transformed my hiring procedure. In this short article, I will delve into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast 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 Certification for your client relations collaboration communication and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our basic 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 reveal you how to do that as a total newbie it will assist you tailor a perfect process 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 website you’ll get this choice here which is add 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 on contribute to Chrome click ADD extension and your extension will be added okay 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 merely sign in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives 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 actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will give your phase a name let’s say that you in fact wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are in fact currently created so this is actually pretty outstanding 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 exact same thing we just go with 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 working out with negotiating I can go with 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 this plus here and we have free type a date check box drop down General e-mail e-mail tracking job calls and conferences so I don’t 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 go with this one here this is the field that was actually missing and I’ll really reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually created by date developed fans and more so I actually wish to go for the created.
by or possibly the followers since I want to track my employee that are actually 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 lot of options offered within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I made with tasks then I can go with the job phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have actually incoming designated working on fixed and noise this is actually respectable and we likewise have custom where I can really start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include 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 include 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 section here and let’s simply call it new and click on go into so now you can see we have one lead developed let’s say that there is actually closed one so I’m going to include 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 simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now when you develop a lead we can actually click on this link and it will now open the various 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 produced keep in mind and after that we have welcome teammates so from here I can invite the team members we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that 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 create a lead within your once you’re made with this you can actually click on enter 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices 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 information they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what occurs is I can really create a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get going free of charge by just adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually worked with numerous clients, handled several tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I checked out various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to handle and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to project completion.
You can classify contacts, create customized stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, enhancing efficiency and making sure everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and established suggestions, saving 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:.
provides a robust API and substantial developer documents, making it easy to incorporate with other tools and develop custom-made options.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to release.
You can create custom phases for different advancement stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. offers a budget-friendly and instinctive solution that effortlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.