As a skilled freelance reporter, I comprehend the obstacles of managing projects. Streak Crm Manager …tracking leads, and nurturing client relationships. Throughout the years, I’ve experimented with numerous tools to streamline my workflow and improve efficiency. One tool that has genuinely reinvented my hiring procedure. In this post, I will explore the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Manager for your consumer relations partnership communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to choose 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 all right it’s done and now it is adding 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 simply sign in ensure to sign.
into the very same Gmail that you have 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 including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this 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 merges so you can see this is like our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email 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 include another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to produce another um you know phase 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 actually select different colors for each of the stages but I believe all of these are in fact currently produced so this is actually pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out with negotiating I can choose 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 want so you will click on this plus here and we have free form a date check box fall 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 and I’ll really rearrange and put the notes here okay e-mail thread count close date okay company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I really want to go for the developed.
by or maybe the followers since I wish to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is really one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to choose these sales if I made with projects then I can opt for the job stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it different various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty support and custom So within our support you can see we have actually inbound assigned dealing with resolved and sound this is actually respectable and we also have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I proceed as I include different 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 include 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 new and click on enter so now you can see we have one lead created let’s state that there is really 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 two we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can in fact click here and it will now open up 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 developed remember and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can change 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.
accessories so this is how you develop a lead within your as soon as you’re made with this you can actually click on get in and it will be closed now it will reveal you something like this we have all of our data 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with combine email what happens is I can in fact create a follow-up emails and different storage e-mails here and we have active advises so using is really simple you can begin for free by just adding the integration and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with numerous clients, managed several jobs all at once, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored different platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, develop customized phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, enhancing productivity and making sure everybody remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop custom services.
This flexibility allows independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to release.
You can produce customized phases for various development phases, designate jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
provides a more economical service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and budget friendly option that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.