As a seasoned freelance reporter, I comprehend the challenges of handling projects. Streak Crm Vs Method …tracking leads, and nurturing client relationships. For many years, I have actually experimented with various tools to enhance my workflow and improve efficiency. One tool that has actually genuinely transformed my hiring procedure. In this short article, I will explore the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Vs Method for your customer relations partnership interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a type 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 reveal you how to do that as a complete novice it will assist you customize an ideal process for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing 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 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 just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and then 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 merges so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you know phase here for instance 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 select various colors for each of the stages however I think all of these are really already produced so this is really quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact 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 demonstration here and then we have negotiating 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 totally free type a date check box drop down General email e-mail tracking task calls and meetings so I do not see anything for the course and meetings 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 actually missing and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually created by date produced fans and more so I actually wish to go for the created.
by or maybe the fans because I want to keep an eye on my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with tasks then I can choose the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise give it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is actually pretty good and we also have custom where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create 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 have the ability to include my Lead Series so you can in fact click this drop down 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 be able to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have one lead created let’s state that there is actually 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 brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish files and then 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.
accessories so this is how you develop a lead within your once you’re made with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data gathered 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can also 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 new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really simple you can get started totally free by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I have actually worked with many customers, managed numerous tasks concurrently, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly 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 collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share important emails, and work together in real-time, enhancing productivity and ensuring everyone remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility enables freelance reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to release.
You can produce custom-made phases for various development stages, designate jobs to team members, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and inexpensive service that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.