As a seasoned freelance journalist, I understand the challenges of handling jobs. Streak Crm Startups …tracking leads, and supporting customer relationships. Over the years, I’ve explore different tools to improve my workflow and improve effectiveness. One tool that has actually truly transformed my hiring procedure. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize Streak Crm Startups for your client relations collaboration interaction and a lot more so let’s get into it to start with 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total newbie it will help you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included alright 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 make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and notes 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 state that you really wanted to create another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually currently produced so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 complimentary form a date check box fall General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na really find something else within the basic where we have developed by date developed followers and more so I really wish to go for the developed.
by or possibly the followers because I want to keep an eye on my staff member 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I finished with projects then I can choose the job phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our support you can see we have inbound assigned dealing with dealt with and sound this is actually respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click on produce 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 create now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click on 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 enter so now you can see we have one lead created let’s state that there is actually 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 new two we can really open this up in a brand-new tab from here too however 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 state there was a contacted too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch 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 as soon as you’re finished with this you can in fact click enter and it will be closed now it will reveal 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail very quickly from here and it will also show me the e-mails that I will be getting 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 merge email what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get going free of charge by just adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with various customers, handled numerous tasks all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored numerous platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting efficiency and making sure everyone stays on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and extensive designer documentation, making it easy to integrate with other tools and develop customized options.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can create custom-made stages for different advancement phases, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a intuitive and inexpensive service that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.