As an experienced freelance journalist, I comprehend the challenges of handling tasks. Streak Crm Setup …tracking leads, and supporting customer relationships. For many years, I have actually experimented with various tools to simplify my workflow and improve effectiveness. One tool that has really revolutionized my hiring process. In this post, I will look into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to utilize Streak Crm Setup for your customer relations collaboration interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you customize a perfect process for your team 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 totally totally free so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding 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 just sign in make sure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-new choice 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 is like our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first of all 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 called pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your phase a name let’s state that you actually wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are actually already developed so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the exact 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 get rid of the demonstration here and then we have working out with negotiating I can go with 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box drop down General email email 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here all right e-mail thread count close date fine company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have created by date produced fans and more so I really wish to choose the created.
by or possibly the fans due to the fact that I want to track my staff member that are really 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 great deal of choices offered within streak is really among the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also give it different different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and customized So within our support you can see we have actually inbound appointed dealing with fixed and noise this is really respectable and we likewise have customized where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle phase or relabel 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 on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead created let’s state 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 add another lead let’s call it 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 say there was a called too there’s one negotiating so I’ll just merely click on new now when you produce a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can actually click 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 contacted 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so using is actually simple you can begin for free by simply including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with many customers, managed numerous tasks concurrently, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for a service, I checked out various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from list building to project completion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to integrate with other tools and construct custom-made solutions.
This versatility permits freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to implementation.
You can create custom stages for different advancement stages, designate tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a cost effective and intuitive solution that effortlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.