As a skilled freelance journalist, I understand the difficulties of managing tasks. Streak Crm Multiple Pipelines …tracking leads, and supporting customer relationships. Over the years, I’ve experimented with various tools to improve my workflow and improve performance. One tool that has actually genuinely changed my hiring procedure. In this short article, I will explore the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Multiple Pipelines for your customer relations partnership communication and much more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your group and you will be able to get your work done now let’s really get into 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 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 add 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 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 just sign in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new choice 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 dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will give your phase a name let’s state that you in fact wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages however I think all of these are actually already created so this is in fact quite impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo 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 stages 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 totally free form 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have created by date developed fans and more so I in fact want to go for the developed.
by or perhaps the fans due to the fact that I wish to monitor my employee 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 lot of choices available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t wish to choose these sales if I made with projects then I can choose the job phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise provide it various different colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our support you can see we have incoming appointed working on solved and noise this is actually pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we merely 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 choose the shared one here and click on develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply 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 include a box in the lead section here and let’s just call it brand-new and click enter 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 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 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click new now when you develop a lead we can actually click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails 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 finished with this you can really click on enter 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 pick various 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 have the ability to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is among 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 customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly 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 simple Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can begin for free by just adding the combination and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I’ve dealt with many customers, managed numerous jobs all at once, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a solution, I explored various platforms but found them to be either too complicated or too pricey 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 integrates with Gmail, making it ideal for self-employed journalists who greatly depend on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear overview of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to manage and monitor the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to task completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, enhancing productivity and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for common email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to deployment.
You can create custom phases for various development phases, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a inexpensive and instinctive solution that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.