As an experienced freelance journalist, I comprehend the obstacles of managing tasks. Streak Crm User Guide …tracking leads, and nurturing client relationships. For many years, I have actually try out numerous tools to enhance my workflow and improve performance. One tool that has really changed my hiring process. 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 comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Streak Crm User Guide for your client relations collaboration interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you customize a best process for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s totally totally free so once you get to the site 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 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 just check in make certain to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know 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 concern market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will offer your phase a name let’s state that you actually wished to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages however I think all of these are in fact already created so this is actually quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we just opt for 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 after that we have working out with negotiating I can opt for 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General e-mail 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 choose this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here fine email thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually developed by date produced followers and more so I really want to opt for the created.
by or perhaps the fans due to the fact that I wish to keep track of my staff member that are really 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 great deal of alternatives offered within streak is really among the easiest and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with tasks then I can go with the task stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is really respectable and we also have custom where I can actually start something from the scratch totally according to my business 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 team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to create 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 this fall and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able 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 area here and let’s simply call it new and click on enter so now you can see we have one lead developed 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 new 2 we can actually open this up in a brand-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 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click new now once you create a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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 create a lead within your as soon as you’re done with this you can really click go into 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 2 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 perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine email what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually easy you can begin for free by simply adding the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, managed numerous jobs simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored different platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, improving productivity and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and develop customized services.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to release.
You can create custom phases for different development stages, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a cost effective and user-friendly solution that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism profession 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.