As a seasoned freelance reporter, I understand the challenges of managing tasks. Streak Crm Tasks Functionality …tracking leads, and nurturing customer relationships. Throughout the years, I have actually try out various tools to enhance my workflow and improve efficiency. One tool that has really revolutionized my hiring process. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of 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 Tasks Functionality for your client relations cooperation interaction and far more so let’s get into it firstly you need 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 Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete newbie it will assist you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally totally free so once you get to the website you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be added alright 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 merely sign in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new alternative 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 brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your phase a name let’s state that you actually wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I think all of these are in fact already developed so this is in fact quite impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the 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 then we have negotiating with negotiating I can choose 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 this plus here and we have totally free form a date check box drop down General email e-mail 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here all right email thread count close date okay company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually developed by date developed followers and more so I actually wish to opt for the produced.
by or maybe the fans because I want to keep an eye on my team members that are really 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 options available within streak is in fact among the most convenient and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I made with projects then I can opt for the job stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others real estate support and customized So within our support you can see we have actually inbound appointed working on fixed and sound this is actually respectable and we also have custom where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle 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 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 simply call it new and click on enter so now you can see we have actually one lead produced let’s say that there is in fact 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 2 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 two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can really 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 different columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click go into 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 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 perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so using is truly easy you can get started totally free by simply including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I have actually dealt with numerous clients, managed multiple jobs all at once, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a solution, I checked out various platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to handle and monitor the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and construct customized options.
This flexibility permits independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to deployment.
You can create customized phases for different development stages, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
provides a more economical option, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. offers a affordable and user-friendly service that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might 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 a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.