As an experienced freelance journalist, I comprehend the challenges of managing jobs. Streak Crm Export Activity …tracking leads, and nurturing customer relationships. Throughout the years, I have actually explore numerous tools to simplify my workflow and improve efficiency. One tool that has actually genuinely transformed my hiring procedure. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Export Activity for your client relations partnership communication and a lot more so let’s get into it firstly you require to go to streak.com and you will land on this website 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 actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete beginner it will assist you customize a perfect process for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing 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 check 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 merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new alternative 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 produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer 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 at the top and you will provide your phase a name let’s state that you actually wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I believe all of these are actually currently developed so this is actually quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and meetings so I don’t 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright email thread count close date alright company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have developed by date produced followers and more so I actually wish to choose the produced.
by or maybe the fans since I wish to track my staff member that are in fact following this so I will you understand 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 options readily available within streak is actually one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to opt for these sales if I did with projects then I can go with the project stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others property support and customized So within our assistance you can see we have actually incoming assigned dealing with solved and noise this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I continue as I include various 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 include a box in the lead section here and let’s simply call it new and click on go into so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a 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 called also there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails 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 submit files and then we have the remarks at the top here once 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 made with this you can really click go into and it will be closed now it will show you something like this we have all of our information gathered 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 select different leads from here the stages and we can perform 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 alternative we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to actually 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 have the ability to Import and Export information 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 new pipeline we can switch to our simple Gmail extremely easily from here and it will also reveal me the e-mails 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 merge email and with combine email what happens is I can in fact create a follow-up emails and different storage emails here and we have active advises so using is actually easy you can start free of charge by just adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I’ve worked with various clients, handled multiple projects at the same time, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, improving efficiency and ensuring everybody stays on the same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop custom services.
This versatility enables independent journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can create customized stages for different development stages, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. offers a budget friendly and instinctive service that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer creator, 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 impact of Streak CRM in your freelance journalism endeavors.