As a seasoned freelance journalist, I understand the difficulties of managing tasks. Streak Training Crm Management …tracking leads, and supporting client relationships. Over the years, I’ve explore different tools to improve my workflow and enhance efficiency. One tool that has really reinvented my hiring procedure. In this article, I will explore the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Streak Training Crm Management for your client relations partnership interaction and much more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total beginner it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely free so when you get to the site 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 on contribute to Chrome click on 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 just check in ensure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-new control panel 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 develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives 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 gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email 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 wish to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wanted 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 give it your color so we can actually choose various colors for each of the stages but I believe all of these are in fact currently created so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe 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 then we have working out 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and conferences 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine email thread count close date alright company’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date created followers and more so I really want to choose the produced.
by or maybe the fans since I want to track my team members 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 lot of options available within streak is really one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I made with jobs then I can opt for the task 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 also provide it various different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty support and custom-made So within our assistance you can see we have actually inbound designated dealing with solved and noise this is really respectable and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact 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 manage phase or rename so as I proceed as I include 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 add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead created let’s state that there is really closed one so I’m going to include 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 in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now when you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite 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 submit 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.
accessories so this is how you develop a lead within your once you’re done with this you can actually click on enter 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 contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what happens is I can really produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can get going for free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I have actually worked with numerous customers, managed multiple projects simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to manage and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to job completion.
You can classify contacts, produce customized stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and work together in real-time, improving efficiency and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and construct custom-made solutions.
This flexibility permits independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can develop customized stages for various development stages, appoint jobs to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. deals a intuitive and economical service that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.