As a seasoned freelance reporter, I comprehend the challenges of managing jobs. How Does Streak Crm Make Money …tracking leads, and nurturing customer relationships. Throughout the years, I’ve try out numerous tools to simplify my workflow and enhance effectiveness. One tool that has truly reinvented my hiring procedure. In this article, I will look into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use How Does Streak Crm Make Money for your client relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will assist you customize a best procedure for your group and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely totally free so as soon as 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 contribute to Chrome click on ADD extension and your extension will be included 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 check in make sure to sign.
into the 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 just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and after that 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 combines so you can see this is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail 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 wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to develop another um you understand phase 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 actually pick different colors for each of the stages but I think all of these are actually currently created so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and after that 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 desire so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job calls and meetings 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 in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date alright business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I in fact want to opt for the created.
by or possibly the followers due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you know 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 lot of choices available within streak is really one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I did with tasks then I can go with the project phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have incoming appointed dealing with dealt with and noise this is really respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include 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 brand-new and click on enter so now you can see we have one lead developed let’s say 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 actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just merely click brand-new now when you produce a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that we have the remarks 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 develop a lead within your as soon as you’re done 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 gotten in touch with 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 erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can begin free of charge by just including the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before 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 numerous customers, managed numerous tasks simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to project completion.
You can classify contacts, create custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for common email reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct custom services.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can develop custom-made stages for various advancement phases, assign jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable service, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a instinctive and inexpensive option that flawlessly integrates with Gmail, allowing you to improve 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 option for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career 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.