As an experienced freelance reporter, I understand the challenges of handling projects. Agencia Streak Crm …tracking leads, and supporting customer relationships. For many years, I’ve explore different tools to simplify my workflow and improve efficiency. One tool that has actually genuinely revolutionized my hiring process. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Agencia Streak Crm for your consumer relations partnership interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will help you customize a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s entirely free so once you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be included okay 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 merely sign in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 merges so you can see this resembles our new control panel 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 employing so this is where we’ll go create a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted to create another um you understand phase here for example 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 really pick different colors for each of the stages but I believe all of these are in fact currently developed so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have working out with negotiating I can opt for 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 various fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking job calls and meetings so I don’t 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 actually missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date okay business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually created by date created fans and more so I actually wish to opt for the developed.
by or perhaps the fans due to the fact that I want to track my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I made with projects then I can go with the task phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others property assistance and custom So within our assistance you can see we have incoming designated working on resolved and noise this is really respectable and we likewise have custom where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to create 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 in fact click on this fall and we have manage phase or rename so as I continue 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 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 simply call it new and click get in so now you can see we have one lead developed let’s state that there is actually 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 two we can in fact open this up in a new tab from here too however 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 gotten in touch with too there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish 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.
attachments so this is how you create a lead within your once you’re made with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with combine email what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can start free of charge by simply including the combination and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I have actually worked with many customers, handled several tasks simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too intricate 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 customer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to job completion.
You can classify contacts, produce custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential emails, and work together in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for common email responses, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to incorporate with other tools and construct customized options.
This flexibility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to deployment.
You can create customized phases for different advancement phases, designate tasks to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a user-friendly and budget friendly option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.