As a skilled freelance journalist, I understand the challenges of managing tasks. Streak Crm History …tracking leads, and nurturing customer relationships. Over the years, I’ve try out different tools to simplify my workflow and enhance efficiency. One tool that has really changed my hiring process. In this article, I will explore the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Crm History for your customer relations partnership communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive on this site 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 actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will assist you customize a perfect 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 available as an extension and it’s totally totally free so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 okay it’s done and now it is adding 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 certain 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 merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new choice 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 is like our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you in fact wanted to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are actually currently created so this is really pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the very 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 get rid of the demo here and after that we have working out with negotiating I can opt for 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and conferences so I do not 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date okay company’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed followers and more so I really want to choose the created.
by or maybe the followers due to the fact that I want to keep an eye on my team members that are really 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 really one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I finished with jobs then I can choose the task phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have inbound assigned working on dealt with and noise this is actually pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click produce private 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 on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely 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 add a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead created let’s state that there is actually 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 brand-new two we can really open this up in a brand-new tab from here too but 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 as well there’s one negotiating so I’ll just simply click on new now when you develop a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the team members 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 publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 select various 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 have the ability to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly 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 basic Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can actually create a follow-up emails and different storage e-mails here and we have active advises so utilizing is truly easy you can start totally free by just adding the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I have actually dealt with various clients, handled multiple projects concurrently, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I explored various platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, boosting performance and making sure everybody stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and develop custom services.
This flexibility allows independent reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to deployment.
You can develop custom stages for various development stages, appoint tasks to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a instinctive and affordable solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or material developer, 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 impact of Streak CRM in your freelance journalism undertakings.