As an experienced freelance reporter, I understand the difficulties of managing projects. Streak Crm For Mac …tracking leads, and supporting customer relationships. For many years, I have actually try out different tools to enhance my workflow and improve effectiveness. One tool that has really transformed my hiring procedure. In this short article, I will look into the advantages of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Streak Crm For Mac for your client relations partnership interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely free so as soon as you get to the website you’ll get this option 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 ADD extension and your extension will be included fine 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 ensure to sign.
into the very 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 permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 combines so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-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 brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business 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 on this Plus on top and you will give your stage a name let’s say that you actually wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty impressive 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 kind of like the exact same thing we simply choose 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 working out with negotiating I can go with 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 different 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 task 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date produced fans and more so I really wish to choose the produced.
by or maybe the fans since I wish to keep track of my team members 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 great deal of alternatives offered within streak is actually among the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my project again if I didn’t want to opt for these sales if I made with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate assistance and custom So within our support you can see we have incoming appointed dealing with dealt with and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click on develop 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 on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click 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 one lead created let’s state that there is in fact 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 but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just simply click brand-new now once you produce a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then 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 as soon as you’re made with this you can actually click 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 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 erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch 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 developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is actually easy you can get started for free by just adding the integration and now you understand how to utilize 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 relates to. As a self-employed journalist, I’ve worked with various clients, handled multiple tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to task completion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to release.
You can produce customized phases for different advancement stages, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. deals a cost effective and user-friendly solution that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession 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.