As an experienced freelance journalist, I understand the difficulties of managing jobs. Streak Crm Report On Activity …tracking leads, and nurturing client relationships. For many years, I have actually experimented with different tools to simplify my workflow and enhance effectiveness. One tool that has really changed my hiring procedure. In this post, I will look into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Report On Activity for your customer relations collaboration communication and much more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple 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 show you how to do that as a total beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s completely complimentary so once you get to the site 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 on contribute to Chrome click on ADD extension and your extension will be added okay 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 merely sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this 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 merges so you can see this is like our new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know 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 top priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your phase a name let’s state that you actually wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select different colors for each of the stages however I believe all of these are in fact already created 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 very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating 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 various fields that you desire so you will click on this plus here and we have complimentary kind a date check box drop down General email e-mail 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 rearrange and put the notes here alright email thread count close date alright business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually produced by date created fans and more so I actually wish to choose the developed.
by or perhaps the followers because I wish to monitor my team members that are really following this so I will you understand put it right here now these are the a few 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 most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I did with tasks then I can go with the project stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others property assistance and customized So within our support you can see we have inbound assigned working on resolved and noise this is in fact respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will just take a second 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 include my Lead Series so you can in fact click this fall and we have handle phase or rename so as I continue as I include various 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 section here and let’s just call it brand-new and click get in so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just simply click on new now once you create a lead we can in fact click on this link and it will now open up 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 created remember and then we have invite 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 e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re finished with this you can really click enter 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 two leads one contacted 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 too uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able 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 really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change 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 actually created 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 in fact develop a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can get going for free by simply including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve dealt with numerous clients, handled multiple projects all at once, and kept an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I explored various platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project completion.
You can classify contacts, create customized stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, enhancing productivity and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop templates for common email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and develop custom-made solutions.
This flexibility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to release.
You can produce customized phases for various advancement phases, designate jobs to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a intuitive and inexpensive solution that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.