As a seasoned freelance reporter, I understand the challenges of managing projects. Can You Print Task List From Streak Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore numerous tools to enhance my workflow and enhance efficiency. One tool that has really changed my hiring process. In this short article, I will look into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Can You Print Task List From Streak Crm for your client relations collaboration communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website 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 really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely totally free so when you get to the website you’ll get this choice here which is add 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 on add to Chrome click ADD extension and your extension will be added okay it’s done and now it is contributing 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 just sign in make sure to sign.
into the exact same Gmail that you have actually added 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 look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with 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 choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demo working out 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 want to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I believe all of these are really currently produced so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box fall General e-mail email tracking job 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 actually missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date alright company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date created fans and more so I actually want to go for the developed.
by or maybe the fans because I want to keep an eye on 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I made with tasks then I can choose the project stages right here and 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 likewise offer it various various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others property support and customized So within our assistance you can see we have inbound designated working on fixed and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 area here and let’s simply call it 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 include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click here and it will now open up 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 created remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and then 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 when you’re finished with this you can actually 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 2 leads one called 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 too uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change 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 created we will even have our combine emails now with our so this is the combine email and with merge email what takes place is I can in fact create a follow-up emails and different storage emails here and we have active advises so using is really simple you can begin free of charge by simply including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various clients, handled multiple tasks at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I checked out numerous platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, boosting performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to incorporate with other tools and construct custom options.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development projects, from ideation to deployment.
You can develop customized stages for different development stages, assign jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. deals a intuitive and budget friendly solution that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.