As an experienced freelance reporter, I understand the challenges of managing tasks. Streak Crm Enterprise …tracking leads, and supporting customer relationships. For many years, I’ve experimented with various tools to streamline my workflow and enhance effectiveness. One tool that has truly reinvented my hiring procedure. In this article, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Enterprise for your customer relations partnership communication and a lot more so let’s get into it first of all you require to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will help you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the site you’ll get this option here which is contribute 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 on ADD extension and your extension will be added all right it’s done and now it is contributing 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 just check in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new dashboard for here I’ll be able to create 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 really do that you will click brand-new pipeline here and we have various options 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 called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source 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 on top and you will provide your stage a name let’s state that you actually wished to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages however I think all of these are really already produced so this is actually pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate 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 phases 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 totally free form a date check box drop down General e-mail email tracking task calls and conferences so I do not 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 really missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have created by date created fans and more so I actually want to choose the developed.
by or maybe the fans since I want to track my staff member that are really 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 lot of choices available within streak is in fact among the most convenient and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I did with tasks then I can choose the project phases 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 also provide it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have incoming designated working on resolved and sound this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to produce 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 in fact click on this fall and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 new and click get in so now you can see we have one lead produced let’s say that there is in fact 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 really open this up in a 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 two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click on new now once you create a lead we can really click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails 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 meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can really click on go into 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 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 carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get going totally free by simply including the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with numerous clients, managed several projects all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I explored various platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, improving productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom services.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to implementation.
You can create customized stages for different development stages, assign tasks to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a budget friendly and user-friendly option that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.