As a skilled freelance reporter, I comprehend the difficulties of managing jobs. Streak Crm Safari …tracking leads, and supporting customer relationships. For many years, I’ve try out various tools to simplify my workflow and enhance efficiency. One tool that has really reinvented my hiring process. In this post, I will delve into the advantages of using for self-employed 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 guys invite back in this video I will be showing you how to utilize Streak Crm Safari for your consumer relations cooperation communication and a lot more so let’s get into it first off you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s totally complimentary so once 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 contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 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 access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and then 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 merges so you can see this is like our new control panel for here I’ll be able to create 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 create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will give your phase a name let’s state that you actually wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select various colors for each of the stages however I believe all of these are actually currently developed so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort 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 actually let’s eliminate 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 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 on this plus here and we have complimentary type a date check box fall General email e-mail tracking task 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 actually missing out on and I’ll really reorganize and put the notes here alright email thread count close date fine business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have created by date created followers and more so I actually want to choose the developed.
by or perhaps the fans since I want to monitor my staff member that are really following this so I will you understand 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 great deal of options available within streak is in fact among the easiest and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also provide it various various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others real estate support and customized So within our assistance you can see we have inbound appointed dealing with solved and noise this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with the sales here and click create personal 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 second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead created let’s say that there is in fact 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 two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can actually click on this link 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 produced remember and then we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and after that 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 produce a lead within your as soon as you’re done with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our data 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 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 be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential 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 constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what happens is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so using is actually easy you can get going for free by simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually worked with many customers, managed several tasks all at once, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and team up in real-time, boosting performance and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce templates for typical e-mail reactions, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and substantial designer documents, making it simple to integrate with other tools and build custom-made solutions.
This flexibility permits freelance reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to release.
You can create custom-made phases for various development phases, appoint jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and budget friendly option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.