As a seasoned freelance reporter, I understand the challenges of handling projects. Can You Use Streak Crm Without Streak Marketing …tracking leads, and nurturing client relationships. Throughout the years, I have actually experimented with various tools to streamline my workflow and enhance performance. One tool that has actually truly changed my hiring process. In this post, I will look into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Can You Use Streak Crm Without Streak Marketing for your client relations collaboration interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this alternative here which is contribute 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 added alright it’s done and now it is contributing 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 ensure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded 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 merges so you can see this is like our brand-new control panel for here I’ll be able to create 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 develop a new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s state that you really wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are really already developed so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating 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 on this plus here and we have complimentary type a date check box drop down General email email tracking task 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date produced followers and more so I in fact want to choose the created.
by or maybe the fans due to the fact that I wish to track 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 lot of options offered within streak is actually among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can go with the project stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it various various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our support you can see we have actually inbound assigned dealing with resolved and sound this is really pretty good and we also have customized where I can really 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 private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage 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 add it click the top here include 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 go into so now you can see we have actually one lead developed let’s state that there is in fact 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 add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click on brand-new now once you create a lead we can actually click on this link and it will now open up the various fields that we added 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 remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then 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 produce a lead within your when 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 information collected 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations 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 notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce 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 change to our basic Gmail very easily from here and it will also reveal me the emails 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 combine email and with combine email what takes place is I can actually create a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get started free of charge by just adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I’ve worked with many clients, handled multiple projects at the same time, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I explored various platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who heavily count on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to monitor the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to project conclusion.
You can classify contacts, create custom phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential e-mails, and work together in real-time, enhancing performance and making sure everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to deployment.
You can develop custom-made stages for different development stages, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a economical and instinctive solution that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or author developer, 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 impact of Streak CRM in your freelance journalism undertakings.