As an experienced freelance reporter, I understand the difficulties of handling tasks. Streak Best Crm …tracking leads, and supporting client relationships. Throughout the years, I’ve explore various tools to streamline my workflow and improve effectiveness. One tool that has actually really transformed my hiring process. In this post, I will delve into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and supply 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 Best Crm for your customer relations cooperation interaction and far more so let’s get into it to start with you need to go to streak.com and you will arrive on this site 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 truly amazing and I’ll show you how to do that as a total beginner it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally free so once you get to the site you’ll get this option 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 okay 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 simply check 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 simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wished to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select various colors for each of the stages however I believe all of these are in fact already created so this is really pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have totally free kind a date check box fall General e-mail email tracking job calls and meetings so I don’t see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Business size all right let’s eliminate the business size and I’m gon na actually find something else within the general where we have produced 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 want 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 a few of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak is actually among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I made with jobs then I can go with the job stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have hiring so if you do working with 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 incoming assigned working on fixed and noise this is in fact respectable and we also have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead produced let’s say that there is really 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 include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can really click on this link 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 produced remember and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then 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.
accessories so this is how you create a lead within your once you’re done with this you can really click enter and it will be closed now it will show you something like this we have all of our information 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 erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact create a follow-up emails and different storage emails here and we have active advises so utilizing is really simple you can start for free by simply adding the integration and now you know how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I’ve worked with numerous customers, handled numerous tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for an option, I explored various 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 self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to monitor the progress and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from lead generation to task conclusion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting efficiency and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop customized solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can create custom phases for different development stages, appoint tasks to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a intuitive and budget-friendly service that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession 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.