As a seasoned freelance journalist, I comprehend the challenges of handling tasks. Streak Crm G2Crowd …tracking leads, and supporting client relationships. For many years, I have actually try out various tools to streamline my workflow and enhance performance. One tool that has really revolutionized my hiring process. In this short article, I will explore the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm G2Crowd for your client relations cooperation interaction and much more so let’s get into it first of all you require to go to streak.com and you will land 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 incredible and I’ll reveal you how to do that as a complete newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is available as an extension and it’s completely free so when you get to the website 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 add to Chrome click on ADD extension and your extension will be added alright 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 very same Gmail that you have actually included the uh you know streak to now it will ask you for your access 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 easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll be able to develop 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 new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to create another um you know stage here for instance 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 but I think all of these are in fact currently created so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we just choose 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 demonstration here and then we have working out with negotiating I can choose 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 form 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 choose this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I actually wish to choose the created.
by or possibly the fans due to the fact that I wish to keep track of my employee that are really 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 lot of alternatives readily available within streak is actually among the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and custom So within our support you can see we have incoming assigned working on fixed and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on produce personal 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 develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have one lead developed 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can actually click here and it will now open the different 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 keep in mind and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the emails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re made with this you can in fact click 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another 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 Integrations and automation this is among the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so using is truly easy you can start free of charge by simply including the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with many customers, managed multiple tasks all at once, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my mission for an option, I explored different 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 independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly depend on email communication. Here are some key benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to project conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation 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 crucial e-mails, and work together in real-time, improving productivity and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and build custom services.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to deployment.
You can produce customized phases for different advancement phases, appoint tasks to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a user-friendly and budget friendly solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer developer, 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 endeavors.