As an experienced freelance reporter, I understand the challenges of handling projects. Streak Crm Windows 10 Notifications …tracking leads, and nurturing customer relationships. Over the years, I’ve explore various tools to streamline my workflow and improve performance. One tool that has truly revolutionized my hiring process. In this post, I will look into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Windows 10 Notifications for your customer relations partnership communication and much more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete newbie it will assist you personalize a perfect process for your group and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option here which is add 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 all right it’s done and now it is adding to Gmail and it will take me straight 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 very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated 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 resembles our brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know 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 company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you actually wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact already created so this is really pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail email 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 in fact missing and I’ll in fact reorganize and put the notes here all right e-mail 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 discover something else within the general where we have actually developed by date developed followers and more so I really wish to go for the created.
by or possibly the followers since I want 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 a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is actually one of the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t wish to go for these sales if I finished with tasks then I can go with the task stages right here and once 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 give it different various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our assistance you can see we have incoming designated dealing with resolved and sound this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click produce private 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have manage phase or rename so as I proceed 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 include a box so click on ADD box here and I’m going to add 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 actually one lead produced let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really 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 two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can really click here 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 various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can really click on 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so using is really easy you can get going for free by just adding the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I have actually worked with various clients, managed multiple jobs concurrently, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out various platforms however found them to be either too complex or too costly 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 flawlessly integrates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to project completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, enhancing performance and ensuring everybody stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct customized solutions.
This flexibility enables freelance reporters with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can produce custom phases for various development phases, assign tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and cost effective service that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.