As an experienced freelance journalist, I understand the difficulties of handling projects. Streak Crm Live Chat …tracking leads, and nurturing customer relationships. For many years, I have actually try out different tools to streamline my workflow and enhance efficiency. One tool that has genuinely 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 supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Crm Live Chat for your client relations cooperation communication and much more so let’s get into it firstly you require to go to streak.com and you will land 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 really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will help you customize a perfect process for your team and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally free so as soon as you get to the website you’ll get this alternative here which is add 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 added fine 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 sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this 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 resembles our brand-new control panel 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 produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing 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 company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select various colors for each of the stages however I think all of these are in fact already produced so this is really pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary type a date check box fall General e-mail email tracking job calls and meetings 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 out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced followers and more so I in fact want to choose the developed.
by or maybe the followers due to the fact that I want to keep an eye on my employee 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 desired for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I did with jobs then I can go with the project stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different 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 phases job search investor fundraising others property assistance and custom-made So within our support you can see we have incoming designated dealing with dealt with and noise this is in fact respectable and we likewise have custom where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click create 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 produce now it will simply take a 2nd for a street to produce 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 really click this drop down 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 be able to include it click on the top here add 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 new and click on get in so now you can see we have actually one lead produced 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 in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just simply click on brand-new now as soon as you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks 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 produce a lead within your as soon as you’re finished with this you can actually click enter and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very 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 merge e-mails now with our so this is the combine email and with merge e-mail what occurs is I can really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can get started for free by just including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually dealt with many clients, handled numerous tasks concurrently, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too intricate or too pricey 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 freelance journalists who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to keep track of the development and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from lead generation to job conclusion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and work together in real-time, improving efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for common email responses, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and construct customized options.
This flexibility permits freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to deployment.
You can create custom-made phases for different development stages, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a economical and user-friendly solution that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.