As a seasoned freelance reporter, I comprehend the obstacles of managing jobs. Streak Crm Chat …tracking leads, and supporting customer relationships. Throughout the years, I’ve explore numerous tools to improve my workflow and enhance performance. One tool that has actually genuinely transformed my hiring procedure. In this post, I will look into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm Chat for your consumer relations cooperation communication and much more so let’s get into it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total novice it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this alternative here which is add 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 on contribute 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 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 simply sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able 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 produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives first off 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 working out close phone closed uh you understand 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 top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you in fact wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick different colors for each of the stages however I think all of these are in fact currently produced so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply opt for 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 demonstration here and then we have negotiating with negotiating I can go with 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 totally free kind a date check box drop down General e-mail e-mail 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the general where we have actually produced by date developed fans and more so I actually wish to opt for the created.
by or perhaps the followers since I wish to monitor my staff member 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 desired for my pipeline now you can see there are a great deal of alternatives available within streak is in fact among the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I did with jobs then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others realty support and custom-made So within our support you can see we have actually incoming appointed working on resolved and sound this is actually pretty good and we also have custom where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click produce personal 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 develop now it will just take a 2nd for a street to develop 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 in fact click this drop down and we have handle stage 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 be able to include it click the top here add 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 developed let’s state 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 brand-new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just merely click brand-new now as soon as 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 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 invite 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 show you the e-mails that you got in files we can even upload files and after that we have the comments 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 develop a lead within your when you’re done with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data 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 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 alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with combine email what happens is I can actually produce a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can get started totally free by just including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I’ve dealt with many clients, handled multiple tasks at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, boosting efficiency and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical email responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom-made options.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to deployment.
You can produce custom stages for different development stages, assign tasks to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured 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 an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a intuitive and cost effective service that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or writer 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 effect of Streak CRM in your freelance journalism endeavors.