As an experienced freelance reporter, I comprehend the obstacles of handling tasks. Streak Crm Customization …tracking leads, and supporting client relationships. Throughout the years, I’ve try out numerous tools to simplify my workflow and improve efficiency. One tool that has actually really reinvented my hiring procedure. In this article, I will explore the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Customization for your client relations partnership interaction and far more so let’s enter it first off you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will help you customize an ideal process for your group and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally complimentary so once you get to the site 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 on add to Chrome click on ADD extension and your extension will be included fine 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 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 easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new choice 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 resembles our brand-new dashboard for here I’ll have the ability to create a 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 on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email 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 wish to include another stage you will click on this Plus at the top and you will offer your phase a name let’s state that you actually wanted to develop another um you know 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 actually select various colors for each of the stages but I believe all of these are really currently created so this is really pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the 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 eliminate the demonstration here and then we have working out with negotiating I can opt for 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 on 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here okay email thread count close date okay business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually produced by date produced fans and more so I actually want to go for the developed.
by or perhaps the followers because 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 wanted for my pipeline now you can see there are a great deal of options offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with tasks then I can choose the job phases 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 likewise give it different different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property support and custom-made So within our assistance you can see we have incoming designated dealing with solved and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we simply have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage stage or rename so as I proceed as I add different 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 area here and let’s simply call it brand-new and click on enter so now you can see we have 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 add another lead let’s call it brand-new two we can actually open this up in a brand-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 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the employee we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and then 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 once you’re done with this you can really click get in and it will be closed now it will reveal 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 carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with combine e-mail 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 start free of charge by simply adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually worked with many customers, handled several projects concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored different platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to task completion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce design templates for common email reactions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and construct custom solutions.
This versatility allows independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can develop custom phases for different advancement phases, assign jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a cost effective and user-friendly solution that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.