As an experienced freelance reporter, I comprehend the difficulties of managing tasks. Streak Crm System …tracking leads, and supporting customer relationships. Throughout the years, I’ve try out various tools to simplify my workflow and enhance effectiveness. One tool that has genuinely revolutionized my hiring process. In this post, I will look into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Crm System for your customer relations partnership interaction and much more so let’s enter into it to start with 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 simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s totally free so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added alright it’s done and now it is adding 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 ensure to sign.
into the exact same Gmail that you have added the uh you know 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 look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new choice 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 resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually 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 choose these stages for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are really currently developed so this is really quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can choose 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 want so you will click on this plus here and we have complimentary form a date check box fall General e-mail email tracking task calls and meetings so I don’t see anything for the course and meetings 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 really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have developed by date developed followers and more so I really wish to opt for the developed.
by or possibly the fans since I want to monitor my team members that are really following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is really among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with projects then I can go with the task phases 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 likewise provide it different different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound appointed dealing with fixed and sound this is really respectable and we likewise have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include 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 actually one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however 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 state there was a contacted also there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can really click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have emails 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 upload 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.
attachments so this is how you produce a lead within your once you’re done with this you can actually click go into and it will be closed now it will show 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 gotten in touch with 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise 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 various folders that we have here and I can create a new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge email what happens is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can get going for free by just including the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I’ve worked with many clients, managed several jobs at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to job completion.
You can categorize contacts, create custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing performance and making sure everybody stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and develop custom services.
This versatility permits freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to implementation.
You can develop custom stages for different advancement phases, assign jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. deals a instinctive and affordable solution that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.