As an experienced freelance reporter, I understand the challenges of managing jobs. Streak Crm Chat Feature …tracking leads, and supporting client relationships. For many years, I have actually explore numerous tools to enhance my workflow and enhance efficiency. One tool that has actually really reinvented my hiring procedure. In this article, I will explore the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm Chat Feature for your client relations cooperation interaction and much more so let’s get into it firstly you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total novice it will help you personalize an ideal process for your team and you will be able to get your work done now let’s actually enter the process now is available as an extension and it’s totally free so when you get to the site you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 simply check in make sure to sign.
into the 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 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 just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out 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 email last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will provide your phase a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I believe all of these are really already produced so this is actually quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration 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 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 on this plus here and we have free type a date check box drop down General email e-mail tracking task calls and conferences so I do not 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 out on and I’ll really reorganize and put the notes here okay email thread count close date all right company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced followers and more so I actually want to opt for the produced.
by or maybe the followers because I want to track my employee 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 desired for my pipeline now you can see there are a great deal of options offered within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have inbound designated dealing with resolved and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click develop personal 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 create now it will simply take a second for a street to create 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 drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead produced let’s say that there is actually 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 include another lead let’s call it brand-new two we can in fact open this up in a 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 called as well there’s one working out so I’ll just merely click on new now when you develop a lead we can really click here and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails 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 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 really click on enter 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with combine email what happens is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get going for free by simply adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details 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, handled numerous tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to keep track of the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for common email responses, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to release.
You can produce custom-made phases for different development phases, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. offers a inexpensive and instinctive solution that perfectly incorporates with Gmail, allowing you to improve your operations and focus 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 an ideal choice for freelance reporters.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.