As an experienced freelance reporter, I understand the challenges of handling tasks. Crm User Guide Streak …tracking leads, and supporting customer relationships. For many years, I have actually explore numerous tools to improve my workflow and enhance performance. One tool that has genuinely reinvented my hiring process. In this article, I will look into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to utilize Crm User Guide Streak for your customer relations partnership communication and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at 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 fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally complimentary so when you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click ADD extension and your extension will be added fine 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 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 including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this 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 brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first of all 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 demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you know 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 actually choose various colors for each of the stages however I believe all of these are really currently created so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that 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 type a date check box fall General email email tracking task calls and conferences so I don’t 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 in fact reorganize and put the notes here okay email thread count close date fine company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have produced by date created followers and more so I actually want to go for the produced.
by or perhaps the fans since I want to monitor 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 choices available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I did with tasks then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others property support and customized So within our support you can see we have incoming designated dealing with dealt with and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click create private 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 create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I proceed as I add different 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 add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead developed let’s say 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 new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now as soon as you develop 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 developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the employee 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 then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done 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 called 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 one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can get going totally free by just including the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I have actually worked with numerous clients, handled several projects at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a service, I explored different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, improving productivity and making sure everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop templates for common email reactions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and develop customized services.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to implementation.
You can produce customized stages for different advancement phases, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more cost effective service, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. offers a affordable and instinctive service that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.