As a skilled freelance journalist, I comprehend the difficulties of handling jobs. Youtube Streak Crm …tracking leads, and supporting client relationships. Over the years, I have actually try out numerous tools to streamline my workflow and improve efficiency. One tool that has actually really transformed my hiring procedure. In this article, I will explore the benefits of using for independent journalism, explore its features 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 showing you how to use Youtube Streak Crm for your consumer relations cooperation communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute 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 fantastic and I’ll show you how to do that as a complete beginner it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s actually enter the process now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice here which is add 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 add 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 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 sign in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including 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 upgraded reply and then 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 produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will give your stage a name let’s say that you in fact wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I believe all of these are actually currently developed so this is in fact quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 type a date check box drop down General e-mail 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 actually missing and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually created by date developed followers and more so I actually want to choose the produced.
by or perhaps the followers due to the fact that I want to keep an eye on my team members that are actually 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 alternatives available within streak is really one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can go with the task stages right here and once 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 give it different various colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have incoming designated working on dealt with and noise this is in fact pretty good and we also have custom where I can really 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 develop private 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have actually one lead produced let’s say 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 new 2 we can in fact 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 two leads then let’s say there was a called also there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can actually click here and it will now open up the different 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 produced remember and then we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 produce a lead within your as soon as you’re finished with this you can actually click on enter 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 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 carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely 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 change to our easy Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can start totally free by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I’ve dealt with numerous clients, managed several jobs concurrently, and maintained a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I checked out different platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce templates for typical e-mail actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and develop custom services.
This versatility enables freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to release.
You can develop custom-made phases for different advancement phases, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a intuitive and inexpensive option that perfectly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.