As a skilled freelance reporter, I comprehend the challenges of managing jobs. Streak Log To Crm …tracking leads, and nurturing client relationships. Over the years, I have actually try out different tools to streamline my workflow and improve efficiency. One tool that has actually really transformed my hiring procedure. In this article, I will delve into the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison 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 Log To Crm 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 arrive 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 Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s completely free so once you get to the website 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 contribute to Chrome click 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 check in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand 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 merges so you can see this is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know stage here for example 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 in fact select various colors for each of the stages but I think all of these are really currently produced so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we simply go with 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 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 want so you will click on this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here okay e-mail thread count close date okay business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually developed by date created fans and more so I actually wish to opt for the produced.
by or possibly the followers because I wish to keep track of my staff member that are really 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 options readily available within streak is really among the most convenient and one of the most uh you know flexible out there it’s extremely 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 finished with tasks then I can opt for the job stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others real estate support and customized So within our assistance you can see we have inbound assigned working on solved and noise this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on 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 just call it new and click enter so now you can see we have one lead developed 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 add another lead let’s call it brand-new 2 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 two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click new now as soon as you produce a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the comments 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 develop a lead within your when you’re done with this you can really click on enter 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out 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 alternative we have these three dots where we can discover these phases Integrations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations customized 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 create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed 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 really create a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can start for free by simply including the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with various clients, handled numerous tasks all at once, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the progress and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to job completion.
You can classify contacts, develop custom phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, boosting efficiency and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical email responses, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and build customized services.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to implementation.
You can produce custom phases for various development stages, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical option, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of functions, including advanced 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 combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a instinctive and affordable service that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.