As an experienced freelance reporter, I comprehend the obstacles of managing jobs. Streak Marketing And Crm …tracking leads, and supporting customer relationships. For many years, I’ve explore numerous tools to streamline my workflow and improve effectiveness. One tool that has truly changed my hiring process. In this short article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to utilize Streak Marketing And Crm for your customer relations cooperation communication and far more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete novice it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s completely free so when you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to choose 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 okay 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 merely check in ensure to sign.
into the very same Gmail that you have actually 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 allow after including 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 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 merges so you can see this is like our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices first of all 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 demo 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 top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will offer your stage a name let’s state that you really wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages however I believe all of these are in fact already produced so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two 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 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 free form 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date all right business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have produced by date produced fans and more so I really want to opt for the developed.
by or maybe the fans since I want to track my employee 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 great deal of options offered within streak is really one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I did with projects then I can opt for the job stages right here and 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 give it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others property support and custom So within our assistance you can see we have actually incoming appointed working on dealt with and sound this is actually pretty good and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able 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 new and click get in so now you can see we have 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 include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click brand-new now when you create a lead we can actually click on this link 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 various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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 develop a lead within your as soon as you’re made with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our information 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create 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 switch to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active advises so utilizing is really simple you can get started totally free by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I have actually dealt with various customers, handled several tasks simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, boosting efficiency and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce design templates for common email actions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop custom services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to release.
You can create custom-made stages for various advancement stages, appoint tasks to staff member, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and client relationships is paramount to your success. offers a user-friendly and economical service that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.