As a skilled freelance reporter, I comprehend the challenges of handling jobs. Streak Crm User Activity Log …tracking leads, and supporting customer relationships. Throughout the years, I’ve explore different tools to streamline my workflow and enhance performance. One tool that has actually really changed my hiring process. In this article, I will explore the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Streak Crm User Activity Log for your customer relations collaboration communication and much more so let’s enter it firstly 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 basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be added okay 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 sign in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit 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 seen all tracked e-mails and updated reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring 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 various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are in fact already developed so this is in fact quite impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating 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 want 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 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 okay email thread count close date fine business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the general where we have developed by date developed followers and more so I actually want to opt for the developed.
by or possibly the followers because I want to monitor my employee that are actually 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 lot of options readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t want to go for these sales if I finished with projects then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property assistance and customized So within our assistance you can see we have incoming appointed dealing with dealt with and sound this is really pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click 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 produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click 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 on get in so now you can see we have one lead created let’s say that there is actually 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 brand-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 say there was a contacted as well there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even submit files and after that 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 create a lead within your once you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our information collected 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the emails 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 combine email and with merge email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by simply adding the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I have actually dealt with various clients, handled numerous jobs all at once, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my mission for a solution, I explored various platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for independent reporters who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to task completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and develop customized services.
This versatility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can develop customized phases for different advancement stages, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, reducing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and instinctive service that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.