As an experienced freelance reporter, I understand the obstacles of managing tasks. Streak Crm Safe …tracking leads, and nurturing customer relationships. Over the years, I have actually explore numerous tools to improve my workflow and improve performance. One tool that has truly changed my hiring process. In this post, I will look into the benefits of using for freelance 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 guys invite back in this video I will be showing you how to use Streak Crm Safe for your customer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s totally free so once you get to the website you’ll get this alternative here which is add 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 add to Chrome click on ADD extension and your extension will be included all right it’s done and now it is adding 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 exact 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 permit after including 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 then we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal 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 give your stage a name let’s say that you in fact wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages however I believe all of these are in fact currently developed so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 various fields that you desire so you will click on this plus here and we have free type a date check box fall General email 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 actually missing out on and I’ll actually reorganize and put the notes here fine email thread count close date alright business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na really discover something else within the general where we have created by date developed fans and more so I actually want to choose the created.
by or possibly the followers due to the fact that I want to track my staff member that are in fact following this so I will you understand 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 great deal of choices available within streak is in fact among the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects 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 job phases right here and once 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 also provide it different different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others realty support and customized So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have manage stage or relabel 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 the top here include 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 on enter so now you can see we have one lead produced let’s state that there is in fact 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 include another lead let’s call it brand-new 2 we can really 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 also there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can really click on go into and it will be closed now it will show you something like this we have all of our data 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 too uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can start free of charge by simply adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve worked with various clients, handled several jobs concurrently, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I explored numerous 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to task completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can develop custom-made stages for various advancement phases, appoint tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is vital to your success. offers a instinctive and budget-friendly service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.