As a seasoned freelance reporter, I understand the challenges of managing jobs. Streak Crm Donations …tracking leads, and nurturing client relationships. Throughout the years, I have actually try out various tools to improve my workflow and improve efficiency. One tool that has actually really reinvented my hiring procedure. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide 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 Donations for your consumer relations collaboration communication and far more so let’s enter it first off 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 amazing and I’ll reveal you how to do that as a total novice it will help you personalize a best process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s entirely totally free so when you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 simply check in make sure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to develop 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 really do that you will click new pipeline here and we have different options 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 gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will give your phase a name let’s say that you really wished to create another um you know phase here for instance 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 actually pick various colors for each of the stages but I think all of these are actually currently developed so this is really quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we just 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 demo 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 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 complimentary form a date check box drop down General e-mail e-mail tracking job calls and conferences so I do not 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 rearrange and put the notes here alright e-mail thread count close date all right company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date created fans and more so I really want to go for the developed.
by or perhaps the followers due to the fact that I wish to track my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t want to go for these sales if I finished with tasks then I can choose the job phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different different 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 phases task search investor fundraising others realty support and customized So within our assistance you can see we have incoming designated working on fixed and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose 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 really 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 stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click on 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 one lead created let’s say that there is actually closed one so I’m going to add 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 really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on new now once you create a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the staff member we have add 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 remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can really 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what happens is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so using is really easy you can start totally free by simply adding the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I’ve dealt with many clients, managed numerous tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to handle and keep track of the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, improving performance and guaranteeing everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established reminders, 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 application development. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom solutions.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can produce customized phases for various development phases, designate jobs to employee, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive option, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a budget friendly and instinctive service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, 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 undertakings.