As a seasoned freelance journalist, I comprehend the challenges of handling tasks. Streak Crm на русском …tracking leads, and nurturing client relationships. Throughout the years, I’ve explore various tools to simplify my workflow and improve efficiency. One tool that has truly revolutionized my hiring procedure. In this article, I will look into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use Streak Crm на русском for your consumer relations cooperation interaction and far more so let’s enter into it to start with you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s entirely free so once you get to the site you’ll get this alternative 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 fine 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 simply check in make sure to sign.
into the same Gmail that you have actually 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 adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this 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 resembles our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first off 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 negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s say that you actually wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I believe all of these are in fact already developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box fall General email email tracking task 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date alright company’s size deal size and Company size alright let’s eliminate the business 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 in fact wish to choose the produced.
by or perhaps the followers due to the fact that I want to keep track of my employee that are really following this so I will you know 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 great deal of alternatives available within streak is in fact one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I did with jobs then I can choose the job stages right here and 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 likewise provide it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others realty assistance and custom So within our support you can see we have incoming designated dealing with fixed and sound this is actually pretty good and we likewise have customized where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage phase or relabel 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 include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can really open this up in a brand-new tab from here too however 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 contacted too there’s one working out so I’ll just merely click new now when you develop 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 created remember and then we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click go into and it will be closed now it will show 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link 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 information they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge email and with merge email what occurs is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly simple you can get going totally free by simply adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with many clients, handled multiple projects all at once, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep track of the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, develop customized stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and team up in real-time, improving efficiency and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical email responses, schedule follow-ups, and established reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and construct customized solutions.
This versatility allows self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to release.
You can develop custom-made phases for different development phases, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a economical and instinctive service that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced functions 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 effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.