As a skilled freelance reporter, I understand the challenges of managing jobs. Streak Crm Premium …tracking leads, and supporting customer relationships. Throughout the years, I’ve experimented with various tools to improve my workflow and improve effectiveness. One tool that has actually really revolutionized my hiring procedure. In this short article, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Streak Crm Premium for your customer relations collaboration communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will assist you customize an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the process now is available 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 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 on contribute to Chrome click on ADD extension and your extension will be added okay 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 just check 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 access and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this new alternative 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 dashboard for here I’ll have the ability to produce 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 brand-new pipeline here and we have various choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you really wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages however I think all of these are in fact already produced so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration 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 actually let’s get rid of the demonstration 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 want so you will click this plus here and we have totally free type a date check box fall General e-mail e-mail tracking task 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 and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na actually find something else within the general where we have produced by date created followers and more so I actually wish to opt for the developed.
by or maybe the fans because I want to keep track of my team members 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 great deal of options offered within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to opt for these sales if I finished with jobs then I can choose the job stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others property support and custom So within our support you can see we have actually incoming assigned dealing with solved and sound this is in fact respectable and we likewise have custom where I can really start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click produce 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 just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I proceed as I include various 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 add 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 new and click on go into so now you can see we have 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 new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can really click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted 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 as well 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 Combinations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails 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 utilizing is really easy you can get started for free by just including the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
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 journalist, I have actually dealt with various clients, handled several jobs simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to task completion.
You can classify contacts, develop customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important e-mails, and team up in real-time, enhancing productivity and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to integrate with other tools and construct custom-made solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to implementation.
You can create customized stages for various advancement stages, assign jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a economical and intuitive solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.