As a skilled freelance journalist, I understand the difficulties of handling jobs. Streak Crm Audit …tracking leads, and nurturing client relationships. For many years, I’ve experimented with various tools to enhance my workflow and enhance performance. One tool that has genuinely reinvented my hiring process. In this article, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Audit for your customer relations collaboration communication and much more so let’s enter it to start with you require to go to streak.com and you will land 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 actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total newbie it will help you tailor a best procedure 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 readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice 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 add to Chrome click ADD extension and your extension will be added fine 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 merely sign in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely 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 know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new choice 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 new control panel for here I’ll have the ability to develop 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 develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating 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 priority industry deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select different colors for each of the stages however I think all of these are really already developed so this is really quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of 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 stages 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 fall General e-mail e-mail tracking task 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 opt for this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here all right email thread count close date okay company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have created by date created followers and more so I actually want to opt for the developed.
by or maybe the followers since I want to keep track of my employee 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 choices available within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I did with tasks then I can opt for the task 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 provide it different different colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and custom So within our support you can see we have incoming assigned working on resolved and sound this is really pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle phase or rename 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 include it click 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 brand-new and click on enter so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to include 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 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 state there was a called too there’s one working out so I’ll just simply click new now once you produce a lead we can actually click on this link and it will now open up the different 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 developed keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can change 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 comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can actually click 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 2 leads one gotten in touch with 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what occurs is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really easy you can begin for free by just including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with various clients, managed several tasks all at once, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored various platforms however found them to be either too pricey or too complex 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 seamlessly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to project completion.
You can classify contacts, produce customized phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting productivity and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documents, making it simple to integrate with other tools and develop custom services.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to implementation.
You can create custom stages for various advancement stages, assign tasks to team members, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a intuitive and economical solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate 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 option for freelance reporters.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.