As a seasoned freelance reporter, I understand the challenges of handling tasks. Modify Streak Crm …tracking leads, and nurturing customer relationships. For many years, I’ve try out numerous tools to enhance my workflow and improve performance. One tool that has actually really reinvented my hiring procedure. In this short article, I will explore the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Modify Streak Crm for your client relations collaboration communication and much more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort 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 actually fantastic and I’ll show you how to do that as a total novice it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally free so once you get to the site 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 contribute to Chrome click ADD extension and your extension will be added okay 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 merely check in make sure to sign.
into the exact same Gmail that you have added 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 allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new option which is the pipeline so if I click on 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 dashboard for here I’ll have the ability to develop 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 brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you in fact wished to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I believe all of these are really currently developed so this is in fact quite excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating with negotiating I can go with 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 various fields that you desire so you will click this plus here and we have free type a date check box fall General e-mail 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date all right business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date created fans and more so I in fact wish to go for the created.
by or perhaps the fans due to the fact that I want to monitor my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is in fact among the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I finished with jobs then I can choose the task phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different various colors we likewise 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 job search investor fundraising others real estate support and custom-made So within our assistance you can see we have inbound assigned dealing with resolved and noise this is really respectable and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on develop 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 second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have one lead developed 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 add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however 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 as well there’s one working out so I’ll just merely click new now as soon as you create a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I developed 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 welcome the team members we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that 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 create a lead within your when you’re made with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with combine e-mail what happens is I can actually develop a follow-up emails and various storage emails here and we have active instructs so utilizing is actually simple you can begin free of charge by simply including 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 details of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with various customers, handled multiple tasks all at once, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for an option, 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to project conclusion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, improving productivity and guaranteeing everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and build custom services.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can produce customized phases for various advancement stages, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. offers a user-friendly and affordable service that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might 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 a writer, material, or editor developer, 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 undertakings.