As a skilled freelance reporter, I comprehend the challenges of managing tasks. Streak Crm Task List …tracking leads, and nurturing customer relationships. For many years, I’ve experimented with numerous tools to streamline my workflow and improve effectiveness. One tool that has actually truly reinvented my hiring process. In this short article, I will explore the benefits of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Task List for your customer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete newbie it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative here which is add 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 included all right it’s done and now it is contributing 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 check in make certain to sign.
into the 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 merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 is like our brand-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 hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top 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 on this Plus on top and you will offer your phase a name let’s say that you really wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really choose different colors for each of the stages but I think all of these are in fact currently developed so this is really quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 desire so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking job calls and meetings so I don’t 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 really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually created by date produced followers and more so I actually wish to choose the developed.
by or perhaps the followers since I want to keep an eye on my staff member that are in fact following this so I will you know 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 alternatives readily available within streak is actually among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it different various colors we likewise 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 support and custom So within our assistance you can see we have inbound appointed dealing with solved and noise this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click develop 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 create now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead developed let’s say that there is really 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the team members we have include 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 upload 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.
attachments so this is how you create a lead within your when you’re made 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 collected 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can get going for free by just adding the integration 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 information of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I’ve dealt with numerous customers, handled multiple tasks simultaneously, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, enhancing performance and making sure everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical email responses, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom solutions.
This versatility allows self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to implementation.
You can develop customized stages for various advancement stages, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. deals a intuitive and affordable solution that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, 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 ventures.