As an experienced freelance journalist, I understand the challenges of handling tasks. How To Automate Contact Removal From Streak Crm …tracking leads, and supporting customer relationships. Over the years, I’ve try out numerous tools to enhance my workflow and improve efficiency. One tool that has really reinvented my hiring process. In this post, I will explore the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use How To Automate Contact Removal From Streak Crm for your consumer relations cooperation communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will help you personalize a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally free so once 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 included all right 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 just check in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails 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 is like 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 create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that 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 type a date check box fall General email e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here all right email thread count close date okay company’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 produced fans and more so I really want to go for the produced.
by or possibly the fans because I want to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is actually among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with projects then I can go with the task stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our support you can see we have incoming designated dealing with solved and sound this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely 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 area here and let’s just call it brand-new and click on get in so now you can see we have actually one lead developed let’s say 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 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click new now when you produce a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails 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 as soon as you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our information collected 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can get started free of charge by just including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve dealt with many customers, handled multiple projects at the same time, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I explored numerous platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, boosting efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and develop customized solutions.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom-made stages for various development stages, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and budget friendly option that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor developer, 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 impact of Streak CRM in your freelance journalism ventures.