As an experienced freelance reporter, I understand the difficulties of handling jobs. Export Notes Streak Crm …tracking leads, and supporting client relationships. For many years, I’ve explore different tools to improve my workflow and improve efficiency. One tool that has truly transformed my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Export Notes Streak Crm for your consumer relations partnership interaction and far more so let’s enter it firstly you need to go to streak.com and you will land on this website right here now is a kind 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 incredible and I’ll reveal you how to do that as a complete newbie it will help you tailor a perfect process 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 completely totally free so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added fine 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 merely sign 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 gain access to and we’re gon na merely scroll down and click enable after adding 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 after that we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to develop 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 create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted 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 offer it your color so we can actually select various colors for each of the stages but I believe all of these are really already created so this is really pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we simply go with 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 demo 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 email tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll actually reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually produced by date produced fans and more so I in fact wish to choose the produced.
by or perhaps the fans because I want to monitor my team members 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 wanted for my pipeline now you can see there are a great deal of choices offered within streak is really one of the simplest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t wish to opt for these sales if I finished with projects then I can go with the job stages right here and once 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 different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others real estate support and custom So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is actually pretty good and we also have custom where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have actually one lead created let’s state 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 include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click on brand-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 included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome 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 e-mails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made 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 information 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can get started totally free by simply adding the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I have actually worked with many customers, handled multiple jobs at the same time, and preserved a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I checked out different platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent 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 count on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documents, making it simple to incorporate with other tools and construct custom options.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to implementation.
You can create custom stages for various advancement stages, appoint jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a user-friendly and cost effective service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or author developer, 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 impact of Streak CRM in your freelance journalism endeavors.