As an experienced freelance reporter, I understand the obstacles of handling jobs. Streak Crm Consultant …tracking leads, and nurturing customer relationships. For many years, I’ve experimented with different tools to simplify my workflow and improve performance. One tool that has actually genuinely changed my hiring process. In this post, I will delve into the benefits of using for self-employed 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 guys invite back in this video I will be revealing you how to use Streak Crm Consultant for your client relations cooperation interaction and far more so let’s enter it first of all you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total newbie it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s completely complimentary so when you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included okay 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 just check in make sure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit 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 updated reply and after that 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 control panel for here I’ll be able to produce 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 brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wished to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick different colors for each of the stages but I think all of these are actually already developed so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 this plus here and we have free form a date check box fall General e-mail e-mail tracking task 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date alright company’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 fans and more so I really wish to go for the produced.
by or perhaps the followers due to the fact that I wish to monitor my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to choose these sales if I did with jobs then I can go with the project stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various various colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and customized So within our support you can see we have incoming designated working on fixed and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will just take a second for a street to produce 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 actually click on this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on 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 on go into so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here 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 really click enter 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 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 deleting and sharing too uh one more thing with srix at the top you will be able to see we have private option 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 really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with merge email what happens is I can actually produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can begin totally free by simply including the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I’ve worked with various customers, managed multiple jobs simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for an option, I explored numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to task conclusion.
You can classify contacts, produce customized phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential emails, and work together in real-time, boosting productivity and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and develop customized services.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to deployment.
You can produce custom-made stages for various advancement phases, assign tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective service, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. deals a intuitive and budget friendly option that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.