As a skilled freelance journalist, I comprehend the difficulties of handling projects. How To Setup Sales Dashboard In The Streak Crm …tracking leads, and nurturing customer relationships. For many years, I have actually explore different tools to enhance my workflow and enhance effectiveness. One tool that has genuinely transformed my hiring process. In this short article, I will look into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize How To Setup Sales Dashboard In The Streak Crm for your client relations cooperation interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this option 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 add to Chrome click on 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 ensure to sign.
into the very 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices 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 gotten in touch with pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you really 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 provide it your color so we can in fact select different colors for each of the stages however I think all of these are really currently created so this is really pretty impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just opt for 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 demonstration here and then we have working out with negotiating I can opt for 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 want so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here fine email thread count close date alright company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have developed by date produced fans and more so I really want to choose the developed.
by or possibly the fans since I want to keep track of my employee that are in fact following this so I will you know 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 great deal of choices available within streak is really one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with tasks then I can choose the project phases right here and again the fields the procedure is going to be comparable you will choose 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 hiring so if you do employing then this is going to be your phases task search investor fundraising others property support and custom So within our assistance you can see we have actually inbound assigned dealing with resolved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I continue as I add different 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 section here and let’s simply call it brand-new and click go into so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too however 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 say there was a gotten in touch with too there’s one working out so I’ll just merely click on new now when you develop a lead we can actually click here and it will now open the various fields that we included so this is a 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 invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can really click get in and it will be closed now it will reveal you something like this we have all of our data gathered 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 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 personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what takes place is I can really produce a follow-up emails and various storage emails here and we have active advises so using is really simple you can start for free by just including the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve worked with various clients, managed several jobs concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too complicated or too pricey 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 heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and keep track of the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to task completion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop templates for common email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom options.
This versatility enables self-employed journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to release.
You can produce custom-made phases for different advancement stages, assign jobs to employee, and track development effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
provides a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a intuitive and affordable solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.