As a seasoned freelance reporter, I comprehend the challenges of handling projects. Streak Sales Crm Training …tracking leads, and nurturing client relationships. Over the years, I have actually explore various tools to streamline my workflow and improve performance. One tool that has really revolutionized my hiring process. In this post, I will look into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Sales Crm Training for your consumer relations collaboration communication and far more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is contribute 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 ADD extension and your extension will be included 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 make certain to sign.
into the very 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 just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick different colors for each of the stages however I believe all of these are in fact currently created so this is really pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have working out 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 desire so you will click on this plus here and we have free type a date check box drop down 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here all right email thread count close date all right company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date created followers and more so I really want to go for the developed.
by or possibly the fans due to the fact that I want to track my staff member that are really following this so I will you understand 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 great deal of alternatives available within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it different various colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom So within our support you can see we have incoming assigned dealing with dealt with and sound this is really pretty good and we also have custom where I can really start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 section here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to include 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 however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on brand-new now as soon as you create a lead we can in fact click on this link and it will now open the various 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 produced remember and after that we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re finished 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 collected 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 deleting and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices 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 really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can really create a follow-up emails and different storage e-mails here and we have active advises so using is truly easy you can start free of charge by just including the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I have actually worked with many customers, managed several jobs all at once, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for an option, I explored different platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the progress and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to project completion.
You can classify contacts, develop customized stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and work together in real-time, boosting performance and guaranteeing everybody remains on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create templates for common email responses, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and build custom solutions.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can develop custom phases for different development phases, assign jobs to staff member, and track progress efficiently.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
provides a more economical service, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
Conclusion:.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a cost effective and user-friendly service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.