As a skilled freelance reporter, I understand the obstacles of managing tasks. Streak Vs Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve try out various tools to enhance my workflow and enhance efficiency. One tool that has actually really transformed my hiring procedure. In this short article, I will explore the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Vs Streak Crm for your customer relations partnership communication and far more so let’s enter it to start with 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal procedure for your group and you will be able to get your work done now let’s really enter the process now is 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 choose 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 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 merely sign in make certain to sign.
into the very 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 merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-new alternative 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 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 hiring so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will offer your phase a name let’s state that you really wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I think all of these are really currently produced so this is actually pretty outstanding 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 type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and then 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 desire so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task 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 really missing out on and I’ll really reorganize and put the notes here okay email thread count close date alright business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have created by date developed fans and more so I actually want to go for the created.
by or maybe the followers because I wish to keep track of my team members that are actually following this so I will you understand 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 choices offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to opt for these sales if I made with tasks then I can choose the project phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it various different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and customized So within our support you can see we have actually incoming assigned working on solved and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click produce 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 on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 brand-new and click on go into so now you can see we have one lead created 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 two we can really open this up in a brand-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 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will reveal 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 create a lead within your when you’re done with this you can in fact click go into and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the emails 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 combine e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can get going totally free by simply adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve dealt with many customers, handled several jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving performance and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and develop custom options.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to implementation.
You can produce customized phases for different development phases, appoint tasks to team members, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget friendly service that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.