As a seasoned freelance reporter, I comprehend the obstacles of handling jobs. Streak Crm Interview Questions …tracking leads, and nurturing customer relationships. Over the years, I have actually experimented with different tools to simplify my workflow and improve performance. One tool that has genuinely revolutionized my hiring procedure. In this article, I will delve into the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to use Streak Crm Interview Questions for your client relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at 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 amazing and I’ll reveal you how to do that as a total newbie 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 in fact enter the procedure now is offered as an extension and it’s entirely free so as soon as you get to the site 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 contribute to Chrome click ADD extension and your extension will be added all right 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 just check in make sure to sign.
into the same Gmail that you have actually 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 enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new option 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 is like our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demo 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 e-mail last email from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to develop another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are really already produced so this is actually quite remarkable what I will do is I will actually 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 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 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 various fields that you desire so you will click this plus here and we have free form 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 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 rearrange and put the notes here all right email thread count close date alright business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually created by date developed followers and more so I in fact wish to go for the created.
by or possibly the fans because I want to keep an eye on my employee that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is really among the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can choose the job phases 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 different different colors we also have service 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 real estate support and customized So within our support you can see we have actually incoming appointed dealing with resolved and sound this is actually pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create 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 create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have one lead produced 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 new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a 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 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on new now once you produce a lead we can actually click here and it will now open the various fields that we included 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 after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re done with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out 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 alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what happens is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can get going free of charge by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I’ve worked with many clients, managed multiple projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to job completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and team up in real-time, improving performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for common e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to deployment.
You can develop customized phases for various development phases, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a cost effective and user-friendly service that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.