As a skilled freelance reporter, I understand the difficulties of handling jobs. Streak Crm Advantages And Disadvantages …tracking leads, and supporting customer relationships. Over the years, I’ve experimented with numerous tools to simplify my workflow and enhance effectiveness. One tool that has genuinely revolutionized my hiring process. In this post, I will explore the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Advantages And Disadvantages for your consumer relations partnership interaction and far more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total novice it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added okay 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 simply sign in make certain 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 access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new option which is the pipeline so if I click 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 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 hiring 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 different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you really wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick different colors for each of the stages however I believe all of these are in fact currently created so this is really pretty excellent 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 sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that 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 complimentary type a date check box drop down General email email tracking job calls and meetings so I do not 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 actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date created followers and more so I really want to go for the produced.
by or possibly the fans because I wish to monitor my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I made with projects then I can opt for the job stages right here and 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 offer it various 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 phases job search financier fundraising others real estate assistance and custom So within our assistance you can see we have inbound appointed working on fixed and noise this is in fact respectable and we also have custom where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this fall and we have manage 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 have the ability to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click enter so now you can see we have actually one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too but 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 say there was a gotten in touch with as well there’s one working out so I’ll just merely 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 different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the e-mails 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 conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information collected 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 erasing and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce 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 switch to our easy Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly simple you can start totally free by simply adding the combination and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before 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 have actually worked with numerous clients, managed numerous jobs simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a solution, I checked out different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed 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 heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, boosting performance and ensuring everyone remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom-made services.
This flexibility allows freelance reporters with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can create custom-made stages for various development phases, assign tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more economical service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. offers a cost effective and instinctive service that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.