As a seasoned freelance reporter, I comprehend the challenges of handling tasks. Streak Crm Cos È …tracking leads, and nurturing customer relationships. Over the years, I’ve explore different tools to enhance my workflow and enhance efficiency. One tool that has truly revolutionized my hiring procedure. In this article, I will look into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Cos È for your consumer relations partnership communication 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s entirely free so when you get to the website you’ll get this option here which is contribute 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 on contribute 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 simply sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to 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 know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-new option 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 is like our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are actually currently developed so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then 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 various fields that you want so you will click on this plus here and we have free type 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here alright email thread count close date okay business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced followers and more so I actually want to go for the produced.
by or perhaps the fans due to the fact that I want to track my employee 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 choices available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task once again if I didn’t wish to go for these sales if I finished with jobs 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 phases from here on this plus button here and you can also provide it various various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and customized So within our assistance you can see we have inbound designated dealing with solved and noise this is in fact pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage stage 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 the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click enter so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can actually click on this link and it will now open up the various fields that we added 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 team members we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails 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 meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can actually click on get in and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can create a 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 receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get started totally free by just adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with many clients, managed several projects simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I checked out various platforms however discovered them to be either too expensive or too complex 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 customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the development and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to project completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, enhancing performance and ensuring everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct custom-made services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can develop customized stages for different development phases, assign jobs to employee, and track development efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
uses a more inexpensive service, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
Conclusion:.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. deals a budget friendly and user-friendly service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.