As a seasoned freelance reporter, I understand the challenges of managing jobs. Streak Crm For Real Estate Agents …tracking leads, and nurturing client relationships. Over the years, I’ve try out different tools to improve my workflow and improve efficiency. One tool that has truly changed my hiring process. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison 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 Crm For Real Estate Agents for your customer relations partnership communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on 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 Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on 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 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 check in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-new dashboard 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 produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demo 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 email last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will give your stage 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 choose different colors for each of the stages but I think all of these are in fact already produced so this is actually pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here okay email thread count close date all right business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date produced fans and more so I really want to opt for the developed.
by or perhaps the fans since I wish to keep an eye on my staff member 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 options readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job stages right here and 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 also provide it various various colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others property assistance and custom-made So within our support you can see we have inbound designated working on resolved and sound this is really respectable and we also have customized 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 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 produce now it will simply take a 2nd for a street to create 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 in fact click this fall and we have manage stage or relabel so as I continue as I add 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 include a box so click 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 on get in so now you can see we have actually one lead created let’s state 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 brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop 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 change to our easy 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 actually produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can get going free of charge by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with many clients, managed numerous tasks at the same time, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out different platforms however discovered 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the development of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project completion.
You can classify contacts, produce custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build customized solutions.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to release.
You can produce custom-made stages for different development stages, assign jobs to employee, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and affordable solution that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.