As a seasoned freelance reporter, I comprehend the challenges of handling projects. Streak Crm With Multple Companies …tracking leads, and supporting client relationships. Throughout the years, I’ve explore various tools to enhance my workflow and enhance efficiency. One tool that has actually genuinely changed my hiring procedure. In this article, I will look into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Streak Crm With Multple Companies for your customer relations partnership interaction and much 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 kind 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 really remarkable and I’ll show you how to do that as a complete beginner it will help you tailor an ideal process for your team and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s completely free so as soon as you get to the website you’ll get this option here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 check in make sure to sign.
into the 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 including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded 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 merges so you can see this is like our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead called pitched demo negotiating 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 concern market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s state that you actually wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages however I think all of these are really already created so this is really quite outstanding what I will do is I will actually 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 just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and after that 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 want so you will click this plus here and we have complimentary type a date check box drop down General e-mail email tracking task calls and conferences 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date okay business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date developed fans and more so I actually want to choose the produced.
by or maybe the followers due to the fact that I wish to keep an eye on my team members 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 wanted for my pipeline now you can see there are a lot of options available within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I finished with projects then I can go with the job phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others realty support and custom So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is actually respectable and we likewise have customized where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click create private 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 on create now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 get in so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-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 state there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments 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 produce a lead within your when you’re made 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 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications 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 very easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is really simple you can begin for free by simply including the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I’ve dealt with numerous customers, handled numerous tasks all at once, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, improving efficiency and making sure everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce design templates for common email actions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop customized solutions.
This versatility permits independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to release.
You can create custom-made stages for various development stages, appoint jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more affordable option, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a affordable and user-friendly service that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, content, or editor 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 impact of Streak CRM in your freelance journalism undertakings.