As a seasoned freelance journalist, I comprehend the obstacles of handling projects. Streak Crm Tracking …tracking leads, and nurturing customer relationships. Throughout the years, I have actually try out various tools to enhance my workflow and enhance performance. One tool that has genuinely reinvented my hiring process. In this short article, I will look into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streak Crm Tracking for your consumer relations collaboration interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included fine 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 make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-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 new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really select different colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my stages 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 totally free form a date check box drop down General e-mail email 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size all right 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 produced followers and more so I actually wish to go for the developed.
by or maybe the fans since I want to monitor my team members 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 options available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I did with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also provide it different different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others real estate support and custom-made So within our assistance you can see we have incoming assigned dealing with dealt with and noise this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff 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 add my Lead Series so you can really click this drop down and we have manage stage 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 include it click on 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 simply call it brand-new and click get in so now you can see we have 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 new I’m going to include another lead let’s call it new two we can in fact open this up in a 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 state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now once you create a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails 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 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 actually click get in and it will be closed now it will show you something like this we have all of our information collected 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can get started totally 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:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with various customers, handled several jobs simultaneously, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I checked out various platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the development and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to job conclusion.
You can categorize contacts, develop custom phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and team up in real-time, enhancing performance and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it simple to incorporate with other tools and construct custom services.
This versatility enables self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to release.
You can develop custom-made phases for various advancement stages, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a cost effective and user-friendly option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.