As a seasoned freelance reporter, I understand the difficulties of handling jobs. Streak Crm Project Management …tracking leads, and nurturing customer relationships. For many years, I’ve try out various tools to simplify my workflow and enhance effectiveness. One tool that has actually genuinely changed my hiring procedure. In this short article, I will look into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to use Streak Crm Project Management for your consumer relations collaboration communication and far more so let’s enter it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total newbie it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter 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 choice 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 okay it’s done and now it is adding 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 simply check in make certain to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 combines so you can see this resembles our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration 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 priority market deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will give your stage a name let’s say that you actually wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages however I think all of these are actually already created so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 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 choose 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 want so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and meetings 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 and I’ll actually reorganize and put the notes here all right e-mail thread count close date fine company’s size deal size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have developed by date created followers and more so I in fact want to opt for the created.
by or possibly the followers due to the fact that I wish to monitor my staff member that are in fact following this so I will you understand 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 readily available within streak is really one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can choose the project stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it different different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others property assistance and customized So within our support you can see we have inbound assigned dealing with resolved and noise this is actually respectable and we likewise have custom where I can really start something from the scratch totally according to my service for me we simply 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 a staff member so I’m going to opt for the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 brand-new and click on go into so now you can see we have 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 add another lead let’s call it new 2 we can really open this up in a new tab from here too however 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 called also there’s one negotiating so I’ll just simply click brand-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 remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re done with this you can really click go into and it will be closed now it will show you something like this we have all of our data 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what happens is I can actually develop a follow-up emails and different storage emails here and we have active advises so using is really simple you can start totally free by simply including the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I have actually worked with many clients, managed numerous tasks all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I explored numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to project completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it simple to integrate with other tools and build custom services.
This flexibility allows independent reporters with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can produce customized stages for various advancement phases, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. offers a budget-friendly and intuitive service that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.