As a seasoned freelance journalist, I understand the challenges of handling tasks. Streak As Crm For Retail Stores …tracking leads, and supporting customer relationships. For many years, I have actually experimented with various tools to enhance my workflow and enhance performance. One tool that has actually really reinvented my hiring process. In this article, I will look into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Streak As Crm For Retail Stores for your consumer relations collaboration interaction and far more so let’s enter it first of all you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s completely totally free so as soon as you get to the website you’ll get this alternative here which is contribute 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 on add to Chrome click ADD extension and your extension will be included all right 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 check in ensure to sign.
into the very 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 simply scroll down and click enable after including 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 upgraded reply and then we have this brand-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 combines so you can see this is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options 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 called pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you really wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select different colors for each of the stages however I believe all of these are actually already produced so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the very 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 actually let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking task 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 and I’ll really reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date created fans and more so I in fact want to go for the developed.
by or maybe the followers due to the fact that 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 some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is actually one of the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t wish to choose these sales if I made with projects then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others real estate support and customized So within our support you can see we have inbound designated dealing with resolved and noise this is really pretty good and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click on this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 new and click on enter so now you can see we have actually one lead developed 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 new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner 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 merely click on brand-new now when you produce a lead we can in fact click on this link and it will now open up the different 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 welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your when you’re done with this you can really click on enter and it will be closed now it will show you something like this we have all of our data collected 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with combine email what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get started totally free by just including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with many customers, handled multiple jobs simultaneously, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to task conclusion.
You can classify contacts, develop custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, boosting productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and established pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and build custom-made solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to release.
You can develop custom-made phases for various development phases, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly service, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. offers a inexpensive and instinctive service that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.