As a seasoned freelance journalist, I understand the challenges of managing projects. Streak Crm Partners …tracking leads, and supporting customer relationships. Over the years, I’ve explore numerous tools to simplify my workflow and enhance effectiveness. One tool that has truly transformed my hiring process. In this article, I will explore the advantages 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 beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Partners for your client relations partnership interaction and a lot more so let’s enter it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be included 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 merely check in ensure to sign.
into the exact 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 merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and then we have this 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 merges 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 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 new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you understand 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 industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s state that you really wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact already created so this is really pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we just go with 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 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 drop down 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 really missing and I’ll in fact rearrange and put the notes here fine email thread count close date all right business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually created by date developed followers and more so I really wish to choose the developed.
by or possibly the fans since I wish to track my staff member that are actually following this so I will you understand 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 lot of options offered within streak is really among the most convenient and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to choose these sales if I finished with projects then I can choose the job stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it different different 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 phases job search financier fundraising others realty assistance and customized So within our support you can see we have inbound assigned dealing with solved and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click on 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 simply click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to add 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 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 new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re finished with this you can in fact click on 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop 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 basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can in fact create a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get going totally free by simply including the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually dealt with various clients, managed numerous projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the progress of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to project conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, enhancing efficiency and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop custom options.
This versatility permits self-employed journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop customized phases for various development phases, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable option, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. deals a inexpensive and instinctive solution that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.