As a skilled freelance reporter, I comprehend the challenges of handling jobs. Crm Features Streak …tracking leads, and nurturing client relationships. Throughout the years, I’ve explore different tools to enhance my workflow and improve effectiveness. One tool that has really transformed my hiring procedure. In this post, I will explore the advantages of using for independent journalism, explore its features in regards to 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 utilize Crm Features Streak for your consumer relations partnership communication and a lot more so let’s get into it to start with you need 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 basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally complimentary so once you get to the website 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 on ADD extension and your extension will be added 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new option 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 new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce 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 pick various colors for each of the stages however I think all of these are in fact currently created so this is really quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo 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 desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail 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 in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually created by date created followers and more so I really wish to opt for the developed.
by or perhaps the fans due to the fact that I wish to keep an eye on my employee that are actually following this so I will you know 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 alternatives available within streak is really one of the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t wish to choose these sales if I finished with tasks then I can go with the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also offer it various various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our support you can see we have inbound appointed dealing with solved and noise this is really respectable and we likewise have customized where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on go into so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to include 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 in fact 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 2 leads then let’s say there was a contacted too there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can actually click on this link 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 produced remember and after that we have invite 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 emails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 create a lead within your as soon as you’re finished with this you can really click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with 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 too uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices 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 information they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what takes place is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can get started free of charge by simply including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve dealt with numerous clients, handled numerous projects all at once, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to project conclusion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to integrate with other tools and develop custom solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can develop customized phases for different development phases, designate tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. offers a inexpensive and intuitive solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or material 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 endeavors.