As a skilled freelance reporter, I understand the difficulties of managing projects. Chrome Web Store Streak Crm …tracking leads, and nurturing client relationships. For many years, I have actually experimented with various tools to simplify my workflow and improve effectiveness. One tool that has actually really changed my hiring procedure. In this short article, I will delve into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to utilize Chrome Web Store Streak Crm for your client relations partnership communication and far more so let’s enter it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s completely complimentary so once you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included 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 just sign in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll have the ability to develop 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 options first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will give your phase a name let’s say that you really wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I believe all of these are really already created so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then we have working out with negotiating I can opt for 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 want so you will click on this plus here and we have free kind a date check box fall General e-mail email 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 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 fine e-mail thread count close date fine business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have produced by date developed followers and more so I really want to opt for the created.
by or perhaps the fans due to the fact that I wish to keep track of 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with projects then I can go with the project stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and customized So within our support you can see we have incoming appointed working on dealt with and sound this is in fact pretty good and we also have customized where I can actually start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on create 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 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 be able to include my Lead Series so you can in fact click on this fall and we have handle stage or rename so as I continue as I add 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 add a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead developed let’s say 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 in fact open this up in a new tab from here too but I’m just for now I’m just 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 new now once you create a lead we can actually click here and it will now open the various fields that we added 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 after that we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails 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 conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can actually click on 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what happens is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get started for free by simply adding the combination and now you know how to use as a total 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 relates to. As a freelance journalist, I’ve worked with numerous clients, managed several tasks concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to project completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, improving performance and making sure everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom-made solutions.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to deployment.
You can create custom stages for various development phases, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a intuitive and budget-friendly service that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.