As an experienced freelance journalist, I understand the difficulties of managing tasks. Streak Crm Review Reddit …tracking leads, and supporting client relationships. For many years, I’ve experimented with different tools to improve my workflow and improve efficiency. One tool that has actually genuinely revolutionized my hiring procedure. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Review Reddit for your consumer relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive on this website right here now is a kind 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 actually fantastic and I’ll show you how to do that as a total newbie it will help you tailor an ideal 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 totally totally free so as soon as 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 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 just sign 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 simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this 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 new dashboard for here I’ll be able 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 produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives first of all 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 demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I believe all of these are in fact already produced so this is in fact quite impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 want so you will click this plus here and we have totally free kind a date check box drop down General e-mail email tracking job calls and meetings 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 in fact missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have produced by date produced followers and more so I really want to go for the created.
by or maybe the followers because I want to track 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 lot of alternatives offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t want to go for these sales if I made with tasks then I can go with the project stages right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do hiring 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 actually incoming assigned working on fixed and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click produce private 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 really looks pretty good now I will be able to include my Lead Series so you can actually click this drop down 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 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 add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now as soon as you develop a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit 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 finished 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 information collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select 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 option we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really easy you can get going for free by simply including the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually worked with various customers, managed several tasks all at once, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for an option, I explored various platforms but found them to be either too costly or too complicated 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 consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from list building to job completion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to release.
You can produce customized phases for various advancement phases, appoint jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a cost effective and intuitive solution that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
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 impact of Streak CRM in your freelance journalism ventures.